Support We Offer
Monthly Bookkeeping Support
Stay on top of your books every month without the stress. I'll handle your regular transactions, reconciliations, and reporting, so you can focus on running your business.
What's included:
Categorize income and expenses
Reconciling bank and credit card accounts
Monthly financial reports (Profit & Loss, Balance Sheet, etc.)
Quick answers to your bookkeeping questions
Clean, audit-ready records- always!
This package is ideal if you want peace of mind knowing your numbers are accurate and up-to-date, month after month.
Fell behind? Don't worry, this service is designed to help you get your books back on track, whether you're a few months behind or haven't touched them all year.
What's included:
Organize and categorize backlogged transactions
Reconciling past bank and credit card accounts
Fixing errors from prior entries (duplicates, misclassifications, etc.)
Cleaning up uncategorized income & expenses
Identifying and correcting balance issues
Preparing clean financials for tax filing, funding, or peace of mind
Whether you're doing this for tax season, investor reports, or just to sleep better, I'll make sure your books are accurate and ready to go.
Cleanup & Catch-Up Bookkeeping
Payroll Services
Regardless of whether you have a contractor or a growing team, I'll help make sure your people get paid accurately and on time, and that you're compliant every step of the way.
What's included:
Setting up payroll accounts and systems (ADP, Gusto, QuickBooks, etc.)
Processing payroll for employees and/or contractors
Managing direct deposits and paycheck delivery
Tracking hours, PTO, and reimbursements
Filling payroll taxes and quarterly 941 reports
Preparing and issuing year-end forms (W-2s and 1099s)
No guesswork. No missed deadlines. Just smooth, compliant payroll, so you can focus on running your business.
Sometimes you don't need the whole package, just a hand with one part of the process. Whether you're behind on payables or need help chasing unpaid invoices, I offer targeted support where you need it most.
Examples of a' la carte services include:
Accounts payable - inputting bills, scheduling payments, vendor tracking
Accounts receivable - creating and sending invoices, applying payments, maintaining aging reports, and collection
Customer and vendor setup and management
Inputting general ledger structure provided by your CPA into QuickBooks
One-time reconciliations (bank, credit card, or investment accounts)
1099 vendor review and preparation assistance
Journal entry adjustments
Transaction coding support
These are flexible, pay-as-you-go services to help you stay on top of the books, without committing to full-service packages.