Services
What I do
Bookkeeping & Accounting
What's the difference?
Bookkeeping is the accurate and organized recording of your business’s financial transactions. Accounting goes a step further -interpreting, analyzing, and reporting on that data to provide strategic insights.
Both are essential for informed decision-making, financial stability, and growth.
My service packages are tailored to each client based on industry needs and owner preferences. During your free consultation, we’ll discuss your priorities, goals and service needs so I can draft a custom quote.
Bookkeeping & Accounting
Services Overview
Services are scalable and can be combined based on your business size, complexity, and goals.
– QuickBooks Online setup and optimization
– Historical catch-up and cleanup
– Accounts payable (bill pay)
– Accounts receivable (invoicing)
– Inventory tracking and cost of goods sold (COGS)
– Monthly bank, credit card, and loan reconciliations
– Monthly financial reports (P&L, balance sheet, and more)
– Tax-ready financial records
– Advisory support and financial consulting
– QuickBooks Online training and guidance
– One-time or ongoing special projects
New Bookkeeping Setup
If you’ve been managing your books in spreadsheets or other system and are ready to transition to QuickBooks Online, I’ll build a solid foundation tailored to your business. This includes structured account setup, historical data entry, and guidance on best practices—so you can move forward with confidence from day one.
Best for:
Businesses ready to move from DIY tracking to a professional bookkeeping system.
Bookkeeping Catch-Up & Cleanup
If your books are behind, inconsistent, or simply overwhelming, you are not alone. I specialize in bringing order to messy or incomplete records—whether that means catching up on several months, or even multiple years. The result will be accurate, tax-ready financials you can use to define a clear path forward for your business.
Best for:
Businesses with outdated, incomplete, or disorganized books that need to be brought current.
Not sure which starting point fits your situation? We’ll walk through it together during your free consultation.
Payroll & 1099 Management
Payroll requires precision, consistency, and careful attention to detail. Whether you have employees, contractors, or a mix of both, I provide payroll support that helps keep your records accurate and your business compliant—without the day-to-day stress.
Payroll Processing & Compliance
I support payroll processing for employees, including wage calculations, deductions, and required reporting. Compliance with federal and state payroll requirements is built into every step, helping reduce the risk of errors, penalties, or missed deadlines.
Payroll support can be provided as full-service management or on an à la carte basis. Some clients prefer to process payroll themselves while I record and reconcile payroll transactions within QuickBooks, ensuring clean, accurate financial records.
Annual W-2 & 1099 Filings
At year-end, I prepare and file W-2s and 1099s so employees and contractors receive accurate forms on time. With payroll records properly maintained throughout the year, tax season becomes far more straightforward and stress-free.
state & Local Sales Tax
Sales tax requirements vary by state and locality, and keeping up with registrations, filings, and deadlines can quickly become overwhelming. I provide end-to-end sales tax support to help ensure your business stays compliant—without the stress.
Registration & Ongoing Compliance
I assist with sales tax registration and licensing for businesses, ensuring you’re properly set up with the appropriate state and local agencies. Ongoing support includes tracking filing requirements, monitoring changes, and maintaining accurate records so your sales tax obligations stay organized and up to date.
Filing, Payments & Deadlines
I manage the preparation and filing of sales tax returns, calculate amounts due, and coordinate timely payments to the appropriate agencies. By keeping filings accurate and on schedule, I help reduce the risk of penalties, interest, and missed deadlines—so you can stay focused on running your business with confidence.
Free Consultation
What to Expect
Not sure where to start? Your free consultation is a 30-minute, no-pressure conversation focused on understanding your business and where you’re currently at with your books.
During the call, we’ll:
– Talk through your business and current bookkeeping setup
– Identify challenges, gaps, or areas causing stress
– Discuss your financial goals and priorities
– Outline the most effective way I can support you moving forward, and what that support could realistically look like
You don’t need to have everything figured out before the call. By the end of our conversation, you’ll have clarity around your next steps and a clear sense of whether working together is the right fit.
No preparation required.
No pressure to commit.
Request A Custom Quote
Because every business is different, bookkeeping services should be too. Start with a free consultation to discuss your needs, priorities, and preferences, and receive a customized quote tailored to your business.
