Services
FEATURED SERVICE
Cleanup & Catch-Up for Tax-Ready Books
Behind on your books? Let’s get you caught up and tax-ready.
Disorganized finances can lead to stress, missed deductions, and tax-time panic. I’ll clean up your books, fix errors, and bring everything up to date so you have clear, accurate records.
- Bring your books up to date and correct past errors.
- Ensure your financial records are accurate and tax-ready.
- Reduce stress with clean, organized books.
Ideal for businesses behind on bookkeeping or preparing for tax season.
Bookkeeping Setup
Get your books set up the right way from day one.
A solid bookkeeping foundation is key to financial clarity. I’ll ensure your QuickBooks Online account is properly set up and customized to your business, so you can track your finances with ease.
- Get QuickBooks Online set up correctly from day one.
- Customize your chart of accounts for accurate tracking.
- Ensure a smooth start with guided setup and training.
Perfect for new businesses or those transitioning to QuickBooks Online.
Monthly Bookkeeping & Reconciliation
Stay organized and in control of your finances all year long.
Regular bookkeeping keeps your business running smoothly and prevents last-minute financial surprises. I’ll manage your books, reconcile your accounts, and provide clear reports so you always know where your business stands.
- Stay on top of cash flow with organized, up-to-date books.
- Reconcile bank and credit card accounts for accuracy.
- Receive clear monthly reports for better financial decisions.
Custom pricing based on transaction volume and services needed.
Profit First Support
Manage your cash flow with confidence using Profit First.
If you’re implementing Profit First, you need a bookkeeper who understands the system. I’ll help you allocate your income properly, stay on track with your financial goals, and make your money work for you.
- Implement the Profit First cash flow system with expert guidance.
- Ensure your finances align with growth and profitability goals.
- Gain clarity on where your money is going and how to allocate it.
Available as an add-on to monthly bookkeeping services.
Frequently Asked Questions
My specialty is working with solo and small practice health and wellness providers, but I’m happy to work with other service-based business owners who need help organizing their finances.
Absolutely! Whether you’re a few months or a few years behind, I’ll bring your books up to date and make sure everything is clean, accurate, and ready for tax season.
Yes. I work exclusively with QuickBooks Online to ensure consistency, efficiency, and the best experience for my clients.
Yes! I’ll make sure your books are tax-ready and provide your accountant with everything they need—whether it’s direct access to your QBO file or the necessary reports.
You’ll just need to upload receipts or respond to any questions I may have. I keep things simple and low-stress so you can focus on your business.
Monthly bookkeeping is an ongoing service with customized pricing based on your needs. We’ll discuss terms during your discovery call so you know exactly what to expect.
Take Control of Your Finances Today
Don’t let disorganized books or cash flow stress hold your business back. With expert bookkeeping and Profit First support, you’ll gain clarity, confidence, and peace of mind—so you can focus on growth. Let’s get your finances in order now, so tax season and business decisions feel effortless. Book a call today and take the first step toward stress-free bookkeeping!
