Helping Purpose-Driven Entrepreneurs Stay Financially Clear and Focused
With over 12 years of experience in supporting CEOs, founders, and busy service providers, I know how crucial it is to have clean, timely, and reliable financials.
My bookkeeping services are designed to help you feel in control of your money so you can focus on the growth that you desire.
Bookkeeping Services
Accurate Monthly Reconciliations — Banks, credit cards, etc. all reconciled so nothing slips through the cracks.
Clear Financial Reports — Monthly Profit & Loss & Balance Sheet
Set-Up — New account set-up and Chart of Accounts
Expense Categorization — Every dollar put in its proper place, aligned with your business goals and CPA needs. Details are my specialty.
Collaborative CPA Support — End of year handoffs and monthly communication (if needed) made easy.
Platforms I Work With: Quickbooks Online, Google Sheets, Bill.com, Gusto (Payroll Coordination)
What You Can Expect
Who This Is For
Online business owners & service providers
Wellness Professionals & Coaches
Dental or Healthcare Practices
Services Offered
Basic
Meet on zoom to discuss type of business and accounting system (I only work with QBO at this time)
Start new or take over existing QuickBooks file
Organize & input existing transactions to current date
Intermediate Essential Support
(Most Popular)
Download & categorize monthly transactions into QuickBooks
Optional add-ons: invoicing, bill pay, income categorization, etc.
Email monthly financial statements to client
Monthly correspondence regarding financial status
Serve as liaison between client & accountant throughout year
Advanced
Everything in Intermediate Essential Support plus:
Act as liason with financial team members
Optional monthly business consultation based on your business needs to enable growth and optimization
AP/AR Management