Everything your books need, handled properly.

Monthly bookkeeping.

The foundation. Every month your transactions are categorized correctly, every account is reconciled against its statement, and you receive financial statements that actually reflect your business — with a short plain-English note on anything worth your attention.

• Transaction categorization — every entry, traced to its source
• Bank, credit card, and loan reconciliation
• Profit & loss, balance sheet, and cash flow statements
• Owner draws and contributions tracked properly
• A monthly summary note, in plain English
• Email and phone access for questions as they come up

Catch-up & clean-up.

If you're behind, you're in good company — it's the most common reason people call. Whether it's three months or three years, I'll go back as far as needed, rebuild the records, and reconcile everything to the statements.

You'll end up with books that are accurate, defensible, and current, quoted as a flat one-time project after I've seen the scope. Signs you need this:

• Accounts that haven't been reconciled in months
• A pile sitting in "Uncategorized" or "Ask my accountant"
• Balance sheet numbers nobody can explain
• Extensions filed because the books weren't ready
• Personal and business spending tangled together

Payroll, on schedule.

Getting payroll wrong is expensive — late deposits and missed filings carry penalties that stack up fast. I run it on schedule and keep the filings current.

• Pay runs and direct deposit, every period
• Withholding calculations and federal & state tax deposits
• Quarterly payroll returns
• Year-end W-2s and 1099s
• New-hire setup; contractors tracked separately from employees
• Workers' comp audit reporting

Invoicing & bill pay.

The unglamorous work that decides whether cash actually shows up.

Year-end & tax support.

When the books are right all year, tax season is a handoff instead of a fire drill. I assemble a complete year-end package and send it straight to your CPA in the format they ask for — and if questions come up during the return, I answer them directly.

• Adjusted trial balance
• Full-year P&L and balance sheet
• Reconciliation reports for every account
• Fixed asset and depreciation schedules
• 1099s issued and filed
• Supporting documentation, organized and indexed

A note on scope: I prepare and organize your financial records. I don't prepare or file tax returns, and nothing here is tax advice.

QuickBooks setup & training.

Most bookkeeping messes start with a rushed setup. A chart of accounts thrown together in twenty minutes produces reports nobody can use — and fixing it later costs far more than doing it right now. I'll build your file properly from the start, or restructure one that's grown unwieldy.

• A chart of accounts built for your industry
• Bank and credit card feeds connected
• Products, services, and sales tax configured
• Invoice templates with your branding
• Opening balances entered and tied out
• A training session so you can find what you need