Bookkeeping Services

Numbers that make sense, so you can focus on what matters.

Our approach

We’re here to make bookkeeping feel less like a chore and more like a power move. With a focus on accuracy, efficiency, and real-world solutions, we turn financial data into insights that help you make confident decisions.

Whether it’s keeping your books in check or helping you see the bigger financial picture, we make the numbers work for you—so you can focus on running (and loving) your business.

The service menu

bookkeeping services

The service menu bookkeeping services

Bookkeeping Set-Up & Clean-Up

A fresh start or a clean slate—whichever you need.

Whether you’re just starting out or your books need a serious refresh, we’ve got you covered. We’ll set up (or clean up) your QuickBooks Online account, organize your Chart of Accounts, connect bank feeds, and ensure everything is running smoothly—so you can focus on your business, not your bookkeeping.

Here’s how we can help:

  • Start strong – Set up QuickBooks Online the right way, tailored to your business

  • Get organized – Configure your Chart of Accounts, Bank Feeds, and Custom Reports

  • Clean up the mess – Sort through outdated records and bring everything up to speed

  • Ensure accuracy – Create a solid financial foundation that keeps your books (and business) on track

Bookkeeping Catch-Up

No judgment, just solutions

Fell behind? No worries. We’ll bring your records up to date, get everything reconciled, and put systems in place to help you stay on track moving forward. No stress, just a plan that works.

Here’s how we can help:

  • Sort it, track it, clean it up – We’ll organize and correctly categorize all past transactions

  • Reconcile with confidence – Ensure every account is accurate and up to date

  • Match to tax filings – Align QuickBooks Online data with filed tax returns for consistency

  • Get back on track – Fix discrepancies and create a clean financial slate for moving forward

Ongoing Bookkeeping

Stay organized, stay in control.

Consistent, accurate bookkeeping is the foundation of a thriving business. Our monthly, quarterly, and annual bookkeeping packages keep your finances organized and up to date—so you can make informed decisions with confidence.

Here’s how we can help:

  • Consistent and reliable – Monthly, quarterly, or annual bookkeeping to keep you on track

  • No more guesswork – Accurate transaction recording and account reconciliation

  • Know your numbers – Clear financial reports to track income, expenses, and cash flow

  • Tax time made easy – Organized books so filing is smooth and stress-free

Training & Financial Guidance

Know your numbers, run your business with confidence.

Want to feel more confident managing your books? Whether you're new to QuickBooks Online or need help understanding your financial reports, we offer hands-on training and advisory services to help you take control of your numbers and plan for the future.

Here’s how we can help:

  • Master QuickBooks Online – Get comfortable with navigation, setup, and everyday use

  • Make sense of your numbers – Retrieve, create, and actually understand financial reports

  • Customize your dashboard – Set up a financial hub that works for your business

  • Plan for the future – Budgeting and forecasting to keep you on track and growing

  • Regular check-ins – Monthly or quarterly meetings to review financials and fine-tune strategy

Getting Started is Simple—Here’s How:

  • 01. Take the Self-Assessment

    Start with a quick [Business Financial Health Check] to get a sense of where your books stand and what support you might need.

  • 02. Schedule a Discovery Call

    We’ll hop on a free 30-minute call to talk about your business, your bookkeeping needs, and the best next steps for you. Click here to schedule.

  • 03. Get a Clear Plan

    Based on your needs, I’ll provide a customized plan—whether it’s bookkeeping set-up, clean-up, training, or ongoing support—to help you take control of your finances.

  • 04. Organize & Optimize

    We’ll get your books in order, set up the right systems, and make sure everything is running smoothly so you can focus on what you do best.

  • 05. Stay Confident with Ongoing Support

    Want continued peace of mind? I offer ongoing bookkeeping and advisory services to help you keep your numbers in check and make informed financial decisions.

Answers to Keep You (and Your Books) on Track

  • Bookkeeping is the process of recording and organizing your business’s financial transactions. It also includes important checks and balances—like reconciling accounts—to keep everything accurate and running smoothly.

  • Every business needs someone to keep its financial records in check. Proper bookkeeping helps with tax compliance, makes filing returns easier, and gives you a clear financial picture through reports and insights—so you always know where your business stands.

  • A bookkeeper takes financial management off your plate, handling the details so you don’t have to. We organize your transactions, create efficient processes, and help improve the flow of income and expenses—so you can focus on running your business instead of wrangling spreadsheets.

  • A bookkeeper helps you understand your financial picture at a deeper level. We highlight which products and services bring in the most profit, where expenses are eating into your budget, and how cash flow is impacting your business—so you can make smart, strategic decisions.

  • As a business owner, your time and expertise are valuable. Hiring a bookkeeper allows you to focus your energy on what you do best while knowing your financials are in expert hands. With organized books and clear reports, you can make informed decisions with confidence.

  • With over 20 years of experience, we don’t just organize numbers—we make them work for you. From clean bookkeeping and accurate reports to cash flow management and advisory support, we take the stress out of your finances. You get expert guidance, open communication, and financial clarity—so you can run your business with confidence.

Let’s Make Your Bookkeeping Work for You

Whether you need ongoing support or a fresh start, we’re here to simplify your finances and give you the clarity to make confident business decisions.