Here’s How I Can Help
Bank Reconciliation
Make sure your bank and credit card accounts match your records
Identify and correct errors quickly
Accounts Payable & Receivable
Track invoices, bills, and payments
Ensure you never miss a vendor payment or customer invoice
Financial Reporting & Insights
Profit & Loss, Balance Sheet, Cash Flow, AR/AP Aging, and custom reports
Simple explanations to help you understand your numbers
QuickBooks Setup & Support
Get QuickBooks Online or Desktop set up correctly from the start
Personalized training so you confidently manage your books
One-Time Book Clean-Ups
Fix messy or behind-the-times books
Correct errors, organize accounts, and generate reports
Perfect for businesses that want a fresh start before tax season
Clean-ups start at $500. Final cost depends on the number of accounts, transactions, and how many months are behind (up to a maximum of 12 months). Currently available for QuickBooks Online accounts.
One-Time Setup Fee
If your books are behind or messy, I charge a minimum clean-up fee of $500 to get everything organized.
But if you sign up for 3+ months of monthly bookkeeping, I’ll discount your clean-up fee — making it easier to get your books ready and stay organized all year.
Start with a clean-up and continue with monthly bookkeeping to save time, reduce stress, and make tax season a breeze. New clients also get Free QuickBooks Setup when committing to 3+ months!
Note for Clean-Ups:
I currently work with QuickBooks Online accounts. To get started, you’ll need an active QBO subscription. If you’re using QuickBooks Desktop, I’d be happy to recommend resources to help you switch or find the best option for your business.
Special Bundle Offer
Free QuickBooks Setup when you sign up for 3 or more months of monthly bookkeeping!
Includes chart of accounts setup, bank/credit connections, customers/vendors setup, and initial guidance in QuickBooks Online
Schedule a free 30-minute consultation to find the best option.
QuickBooks Setup - Small Business Services
Starting your bookkeeping with the right setup saves time, reduces errors, and keeps your finances organized. I specialize in QuickBooks Online and Desktop, ensuring your account is customized for your business from day one.
Services include:
QuickBooks installation and setup of a customized chart of accounts
Vendor and customer setup
Bank and credit card connections
Access management for your team
Personalized training so you feel confident using QuickBooks
Ongoing support available if you need extra guidance
💡 Already using QuickBooks but not sure if it’s set up correctly? I’ll review your system and make adjustments so your books are clean, accurate, and ready for smooth bookkeeping.
👉 Ready to get started? Schedule a free consultation, and I’ll provide a personalized quote based on your business needs.
Note:
Services are tailored for small businesses only.
Clients must already have an active QuickBooks subscription (Online or Desktop) before setup.
QuickBooks subscription and setup are included at no extra cost when you enroll in any of our monthly bookkeeping packages.