How can I help you?

I provide comprehensive bank reconciliation services designed to keep your financial records accurate and up-to-date. My services ensure that every deposit, withdrawal, and transfer is accurately recorded, categorized, and matched with your bank statements, allowing for efficient identification and resolution of discrepancies.  

You will also receive a basic Balance Sheet and Income statement monthly so you can see your financial data and how your business is progressing.

Managing your business's accounts payable doesn't have to be a hassle. My Accounts Payable service takes the stress out of keeping track of bills, payments, and due dates. I handle everything from processing vendor invoices to scheduling payments, ensuring your bills are paid on time, every time. 

 I provide clear, detailed, and easy-to-understand monthly Expense reporting that offers insight into the health of your business,  which is essential for maintaining strong vendor relationships and avoiding late fees or disruptions to your business operations.

Timely collections are key to maintaining a healthy cash flow, and my Accounts Receivable service ensures your business gets paid on time. I assist with generating and sending invoices, tracking payments, and following up with customers when needed. 

 With a monthly Receivable Aging report, you'll be able to quickly identify outstanding balances and reduce the risk of overdue accounts, allowing you to focus on growing your business or  inventing in new ventures.

I will carefully complete a diagnostic review of your past transactions and statements. Once a plan is in place, I reconcile bank accounts through our bank reconciliation, and categorize expenses and income in your existing QuickBooks account. This bookkeeping cleanup service will ensure that everything aligns with accounting standards, providing you with a clear, up-to-date view of your financial health. 

Once the cleanup is complete, you'll have a clean slate to build on, positioning you to move forward with confidence as you utilize our monthly financial reporting and new business catch up service.

I start by addressing any discrepancies in your accounts payable, reviewing missing or misclassified transactions, and utilizing my bookkeeping cleanup service to ensure that your financial records are accurate and compliant. 

Once I've caught up, I'll provide you with a comprehensive report that includes monthly financial reporting, showing the progress made and the current state of your books. This way, you can rest easy knowing that your financials are in order and you're ready for any upcoming audits, taxes, or financial planning, including our new business catch up service if needed.