What I offer
Bookkeeping Services
Practical, organized support tailored to where your business is today.
Bookkeeping
Monthly Bookkeeping
Stay current with organized books and accurate financial records every month.
Services include
- Transaction categorization
- Bank account reconciliation
- Credit card reconciliation
- Monthly bookkeeping maintenance
- Financial record organization
Cleanup & Catch-Up
Bring behind or disorganized books back up to date and restore accuracy to your records.
Services include
- Historical transaction review
- Account reconciliation
- Cleanup of bookkeeping records
- Organization of your bookkeeping file
Setup & Organization
Bookkeeping System Setup
Get started with a properly organized bookkeeping system from day one.
Services include
- Setup of your bookkeeping system
- Chart of accounts configuration
- Account organization
- Initial bookkeeping structure
Custom Spreadsheet & Reporting Solutions
Track and organize your financial data with spreadsheets built around your business needs.
Services include
- Custom spreadsheet design
- Income and expense tracking
- Basic financial summaries
- Reporting tailored to your workflow
Financial Visibility
Financial Reporting Support
Understand your business finances with organized reporting.
Services include
- Monthly financial summaries
- Income and expense tracking
- Basic business performance reporting
- Financial record review
Note
Every business is different. I'll review your current situation and recommend the best starting point before any work begins.