Bookkeeping & Accounting Services

Spend less time on your books and more time on your business. Our bookkeeping and accounting services keep you organized and set up for success.

Core Services

  • Monthly Recordkeeping: Ensure every transaction is categorized correctly, providing a clean audit trail and an accurate picture of your cash flow.

  • Financial Reporting: Receive monthly Profit & Loss statements and Balance Sheets so you can make data-driven decisions for your business.

  • Bank & Credit Card Reconciliation: I handle the matching of all accounts to ensure your books stay perfectly in sync with your bank statements.

  • Accounts Payable & Receivable: Stay on top of what you owe and what you are owed with streamlined tracking and reporting.

The Benefits of Professional Bookkeeping

  • Tax Season Readiness: By maintaining accurate books year-round, your tax preparation becomes a seamless process rather than a year-end scramble.

  • Cloud-Based Efficiency: Using secure, modern tools, we collaborate in real-time, giving you 24/7 access to your financial data from anywhere.

  • Proactive Advisory: I don't just record numbers; I help you understand them, identifying trends and opportunities for expense reduction or revenue growth.

Choose from our menu of services to build a custom bookkeeping/accounting package:

Core package:

  • Accounts payable processing

  • Annual 1099 preparation

  • Bank reconciliations

  • Monthly financial reports

  • General bookkeeping

Add-on services:

  • Accounts receivable (invoicing)

  • Bill payment

  • Budget preparation

  • Custom financial reports

  • Payroll administration

  • Quarterly estimated taxes

  • Sales tax filing

book a call
explore tax services