We begin with a 30-minute free chat to understand your business and goals. Then we help you:
Set up or review QuickBooks Online properly
Organize any past transactions and clean things up if needed
Create a simple, fixed plan so you know what to expect each month
After onboarding, here’s what we handle every month so you always have your financials tidy and on time:
Record and categorize your transactions
Reconcile bank & credit card statements
Produce your monthly financial statements (Profit & Loss & Balance Sheet)
Keep everything organized so nothing is missing or duplicated
A quick check-in if anything tricky comes up
If your books are behind or messy, we will get you caught up. That means:
Reviewing past months’ transactions
Fixing errors, removing duplicates
Making sure your accounting lines up with your bank statements
Fixed pricing: you’ll know what you’re paying each month, no surprises
QuickBooks Online expertise: accessible, secure, works from anywhere
Specializing in small businesses: I know what matters most to service-based businesses like yours
Peace of mind: your books will finally be organized and reliable
Let’s connect — book your free 30-minute consultation, and we’ll pick the package that fits your needs