Accounting & Bookkeeping
Expert Accounting & Bookkeeping Services That Give You Time Back
Focus on growing your business while I balance the numbers
Running a successful business requires accurate financial records, but that doesn't mean you have to do it all yourself. As your virtual bookkeeper, I provide comprehensive bookkeeping and accounting services that keep your finances organized, compliant, and ready for growth. With 18+ years of experience and a dedication to personal service, I help transform your financial data into clear insights you can actually use.
Core Bookkeeping Services
Your business deserves meticulous attention to detail and timely, accurate reporting. My core bookkeeping services include:
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Monthly bank and credit card reconciliations
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Post daily income & expense business transactions
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Accounts payable and receivable management
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General ledger maintenance and cleanup
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Balance sheet preparation and insight
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Income statement generation and analysis
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Cash flow tracking and management
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Customized financial reporting
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Chart of accounts setup and optimization
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Transaction categorization
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Budget Plans, Comparisons, and variance reports
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New company and new payroll set up in QuickBooks

Financial Statement Preperation
Make confident business decisions with clear, accurate financial statements that tell the real story of your business:
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Quarterly, or annual financial statements
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Balance sheet that shows your financial position
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Income statement that tracks your profit and loss
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Cash flow statement that monitors your cash inflows and outflows
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Owner's equity statement
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Custom reports tailored to your wants and needs
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Year-end financial packages
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Budget vs. actual comparisons with variance analysis
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Trend analysis and forecasting
Quickbooks Setup & Management
As a certified QuickBooks ProAdvisor, I help you get the most from your accounting software:
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Discounted monthly subscription prices on all QuickBooks Online versions (for new QB’s clients only)
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Initial QuickBooks Online or QuickBooks Desktop setup and customization
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Chart of accounts optimization
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Data migration and cleanup
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Monthly maintenance and updates
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Training and support for your team
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Integration with other business tools
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Regular backups and security measures
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Troubleshooting and problem resolution
Specialized Business Support
Every business has unique needs. I provide additional services to support your specific situation:
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Industry-specific reporting and tracking
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Sales Tax and Use Tax calculation, filing, and management
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1099 preparation and filing
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Audit preparation assistance
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Financial health checks
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Year-end closing procedures
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Tax-ready financial packages
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Paperless document management
Ongoing Support & Communication
Count on responsive, professional support whenever you need it:
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Regular financial reviews
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Monthly or quarterly check-ins
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Email and phone support
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Secure document sharing
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Clear explanations of your numbers
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Proactive problem identification
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Strategic recommendations
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Deadline reminders and tracking
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Year-round availability
