
How We Work
We Keep Your Books Accurate, Organized, and Stress-Free
At ACG Bookkeeping Services, I provide professional bookkeeping services for small businesses, helping you save time, reduce stress, and make smarter financial decisions. Many business owners struggle with tracking expenses, managing bills, and staying compliant — and that’s where I come in. I offer the solution: accurate, reliable bookkeeping so you always know where your money is going.
I’m always accessible and responsive, whether by phone, text, or email — and I never charge extra for meetings or calls. You can also schedule a Zoom or Google Meet session, or meet in person if needed. My goal is to make bookkeeping easy, stress-free, and fully supported, so you can focus on growing your business while knowing your finances are in capable hands.
Secure Document Handling: Any physical documents you provide are stored safely in locked cabinets, and digital copies are securely backed up in cloud storage. This ensures your records are protected, organized, and accessible for audits or reporting.
For clients on monthly bookkeeping plans, payroll services are available as an optional add-on for an extra fee.
This ensures your business stays organized, your finances are accurate, and you have the insights you need to make informed decisions.
Step 1: Set Up & Organize Your Books
Every great bookkeeping system starts with a strong foundation. I specialize in QuickBooks Online bookkeeping, and I can:
Set up your account from scratch
Create or customize your chart of accounts
Manage access to your existing QuickBooks
Whether you want me to handle the setup completely or guide you step-by-step, your books will be organized exactly the way your business needs.
Step 3: Ongoing Bookkeeping & Financial Management
After your books are set up, I provide ongoing bookkeeping support tailored to your business needs. Services include:
Recording your monthly transactions
Bank and credit card reconciliation
Paying bills via cash, check, credit card, or online portals
Preparing clear, accurate financial reports including:
Profit & Loss
Balance Sheet
Cash Flow
Accounts Receivable / Accounts Payable Aging
Transaction Details
Custom Reports as needed
Services handled by a QuickBooks Certified ProAdvisor
Step 2: Flexible Remote & In-Person Support
Once your books are organized, I provide fully remote bookkeeping services so you can get professional support from anywhere.
Prefer in-person meetings? No problem! I have access to professional meeting spaces if needed, or we can meet at your office, a coworking space, or a local coffee shop — whichever works best for you.