From monthly bookkeeping to tax ready financials
Bookkeeping support tailored to your business; from monthly books to payroll, reporting, cleanup, and more.
Monthly bookkeeping
Ongoing management of your financial records to keep the books accurate, organized and up to date throughout the year.
Accounts receivable
Invoicing, payment tracking and outstanding balance monitoring, so you stay on top of money owed to you and keep cash flow steady.
Accounts payable
Bill tracking, vendor management and payment coordination so your bills are organized and paid accurately and on time.
Payroll processing
Payroll preparation and processing so your team is paid accurately and on schedule. Payroll support only — not HR services.
Data entry & categorization
Accurate recording and categorization of income and expenses, so your records stay clean and reliable month to month.
Bank & card reconciliations
Regular reconciliation of accounts to catch discrepancies and make sure the books match real bank and credit card activity.
Financial reporting
Profit & loss statements, balance sheets and other reports that give you a clear read on the health of the business.
Tax-ready coordination
Records kept tax-ready year round, and direct coordination with your CPA, EA or tax preparer when filing time comes.
I don't prepare or file tax returns
I keep your books accurate and tax-ready, then hand off cleanly to your tax professional. Don't have one? I have an established network of CPAs, EAs and preparers I can refer you to.