Services
I offer a range of bookkeeping services designed to meet the unique needs of your business.
My approach is centered on understanding your goals, simplifying your financial processes, and delivering practical, effective solutions you can rely on.
Free Diagnosis
I’ll review your books and deliver a clear, no-obligation report outlining what needs to be fixed — helping you understand where you stand and what steps to take next.
Catch-Up / QuickBooks Setup
Whether you’re behind on bookkeeping or starting from scratch, I’ll get you organized and up to date. This service includes entering past transactions, reconciling your accounts, and ensuring everything is ready for reporting and taxes — typically back to your last tax filing.
If you’re new to QuickBooks Online, I’ll handle your initial setup so you can hit the ground running.
💡 Perfect if:
You’re behind on months (or years!) of data
You’ve tried to DIY and it’s a mess
You’re getting ready for tax season or applying for a loan
Level 1 Bookkeeping
For businesses that just need the basics done right. I’ll keep track of your income and expenses, monthly reconciliations, and send regular financial reports to help you stay on track.
Best for solo business owners or those with straightforward finances.
Level 2 Bookkeeping
A more hands-on service for growing businesses. Along with tracking your income and expenses and reconciling accounts, I’ll also manage your invoices, keep track of your bills, and you will get regular financial reports.
Great for businesses with more moving parts — like multiple clients, vendors, or team members.
Add-On Services
Need payroll or time tracking support? I offer additional services tailored to your business
All services are customized. I’ll review your books and discuss your goals before providing a personalized quote.