Services
QuickBooks Setup And Help
Getting QuickBooks set up right the first time saves time, stress, and money. As a certified QuickBooks ProAdvisor, I’ll make sure your system is built to work for you.
I use a simple three-step process to get your QuickBooks ready. This can be part of monthly bookkeeping or a one-time setup.
Step 1: Choose the Right Plan
I’ll guide you in picking the right QuickBooks plan—one with all the tools you need, without paying extra for what you don’t. I’ll also import your data and review your existing setup if you’re already using QuickBooks.
Step 2: Build a Custom Chart of Accounts
Your Chart of Accounts organizes your business transactions. I’ll customize it so your financial reports reflect exactly what you want to see, whether that’s revenue by service, project, or something else.
Step 3: Learn the Basics
I’ll give you a quick tour of your reports and show you how to get the most important information out of QuickBooks.
With this setup, you’ll have accurate books, reliable reports, and confidence in your numbers.
Bookkeeping
Your time is valuable—keeping your books accurate shouldn’t be a source of stress. I provide bookkeeping services designed to give you clarity, confidence, and more time to focus on your business.
I begin by making sure QuickBooks is set up correctly. If your books are behind or have mistakes, I’ll get everything current and accurate before ongoing bookkeeping begins.
From there, I handle your monthly bookkeeping: categorizing transactions, reconciling accounts, and sending you clear financial reports each month. You’ll always know where your business stands, and your records will stay clean, compliant, and audit-ready.
To make things easier, I coordinate directly with your tax professional, saving you extra back-and-forth and reducing your workload. With me managing your books and providing timely reports, you’ll always have accurate numbers at your fingertips.
Payroll and Tax
While bookkeeping is my main focus, I also provide support in related areas to keep your business running smoothly.
Payroll – I don’t run payroll directly, but I can help you set it up through trusted services like Gusto or connect you with a reliable local provider.
Tax Preparation – I partner with a licensed CPA to ensure your taxes are handled accurately and efficiently. This collaboration gives you expert-level tax prep with the convenience of having me coordinate the details.
