Services

Clean books first. Useful numbers from there.

The accounting work an established small business actually needs: dependable books, a well-organized QuickBooks file, clear reporting, and practical financial review, all from a Certified QuickBooks ProAdvisor.

What’s included

Transaction review and categorization
Bank and credit-card reconciliations
Month-end review and cleanup
Chart of accounts maintenance
Monthly Profit & Loss and Balance Sheet
Year-end books prepared for your tax professional

I · Ongoing

Monthly Bookkeeping

Consistent monthly bookkeeping that keeps QuickBooks current, reconciled, and useful. The goal isn’t just to enter transactions. It’s to leave you with records you can rely on.

Starting at $300 / monthPriced by transaction volume, number of accounts, bookkeeping complexity, and the level of ongoing support you want.

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What’s included

Catch-up bookkeeping for prior periods
Reconciliation of old bank and card balances
Review of uncategorized or duplicated activity
Chart of accounts cleanup
Finding and correcting bookkeeping issues
A smooth move into a monthly routine, when it makes sense

II · Project

QuickBooks Cleanup & Catch-Up

If the books are behind, inconsistent, or simply don’t make sense anymore, I work through the file and get it back to a dependable starting point.

Projects start at $1,000Quoted up front after I review the condition and volume of the books.

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What’s included

QuickBooks Online company setup
Chart of accounts design or reorganization
Bank and credit-card connections
Customer, vendor, and service setup as needed
Basic workflow and reporting configuration
A walkthrough of the finished setup

III · Project

QuickBooks Setup & Optimization

A clean accounting system is easier to maintain than one that starts with the wrong structure. As a Certified QuickBooks ProAdvisor, I set up or reorganize QuickBooks Online around how your business actually operates.

Projects start at $500More involved migrations or established-business setups are quoted based on complexity.

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What’s included

Review of margins, costs, and spending trends
Cash-flow and working-capital conversations
Period-to-period trend and variance review
Budget-to-actual review when applicable
Recurring owner check-ins tied to the monthly numbers

IV · Add to monthly

Financial Review & Advisory

Once the books are reliable, they become useful for real business decisions. This work stays tied to the numbers coming out of your business, not generic consulting.

Available with ongoing bookkeepingDeeper analysis or one-time projects are scoped separately instead of being buried in the base fee.

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Additional support

Services that fit around the core bookkeeping

CPA & Tax-Preparer Coordination

Clean year-end books and reports for your tax professional, plus answers to their bookkeeping questions.

Included with ongoing bookkeeping

Payroll Reconciliation

Payroll reports, entries, and related balance-sheet accounts reconciled so payroll is accurately reflected in your books. Certified in QuickBooks Online Payroll.

Available as an add-on

Job / Class / Project Tracking

For contractors and service businesses: QuickBooks classes, locations, or projects that show profitability by job or line of business.

Available as an add-on

QuickBooks Training & Consultation

One-on-one help from a Certified QuickBooks ProAdvisor, for owners or staff who keep part of the bookkeeping in-house but need the file, workflow, or reports to make more sense.

$300 / 90 minutes

Good to know: tax preparation and tax advice stay with your CPA or tax preparer, and payroll processing stays with your payroll provider. I make sure the books behind both are right.