Bookkeeping Services
Bookkeeping and Advisory for Small Businesses
As a QuickBooks Online ProAdvisor, I offer monthly bookkeeping and advisory packages, as well as one-time services such as QuickBooks Online setup for new businesses and cleanup and catchup services for existing businesses who need help getting their books back on track.
Select the option you are interested in below to learn more.
An all-in-one package that covers monthly bookkeeping, reporting, and advisory services.
If you're a new business owner or just making the switch to QuickBooks Online, I can ensure your QBO file is set up correctly and optimized from the start.
Are your books a mess? Have you fallen behind with your bookkeeping? Whatever issues you're running into, I can get your QBO file back on track. These services make a great transition to my monthly bookkeeping packages going forward.
As a QBO Certified ProAdvisor, my core service is offering reliable and accurate bookkeeping along with comprehensive financial reporting for your business. I’ll update your books on a regular basis, tailored to your needs—whether that’s weekly, monthly, quarterly, or another time frame we agree on. This ensures that your financial records are always up-to-date and reflect the true status of your business.
In addition to keeping your books organized, I’ll provide detailed financial reports for your internal use. These reports go beyond just numbers; they leverage my experience in public accounting to offer valuable insights into your business’s financial health. My insights can help you spot any potential issues early on, allowing you to address them before they become larger problems. At the same time, the reports will highlight areas where your business is thriving, so you can focus on leveraging those successes for continued growth. With my support, you’ll have the clarity and guidance needed to make informed decisions and drive your business forward.
CORE
Core services for every business
- One checking account
- One credit card
- Cash basis accounting
- Year end cleanup for taxes
- Monthly balance sheet and P&L
- Monthly financial analysis
- Monthly reports reviewed by e-mail
- Starting at:
$300
per monthSTANDARD
Enhanced services for larger businesses
- All core services, plus:
- Two bank accounts
- Two credit cards
- Accounts receivable
- Accounts payable
- Monthly cash flow statement
- Live monthly review (phone/Zoom)
- Starting at:
$500
per monthPREMIUM
For the most complex businesses
- All standard services, plus:
- Unlimited bank accounts
- Unlimited credit cards
- Payroll import
- Sales tax filings
- Custom financial reporting
- Faster response times
- Starting at:
$750
per monthTax Preparation Add-on
Most clients prefer a one-stop shop for their accounting needs. If you’re looking for a seamless accounting experience, I offer business tax return preparation as an exclusive add-on only for my monthly bookkeeping clients.
By having one CPA handle both your bookkeeping and tax return, you benefit from:
- A CPA who has a deep understanding of your finances year-round
- Tailored bookkeeping that supports your tax planning goals
- Tax-saving opportunities that might be overlooked by someone less familiar with your business
Note: I do not offer standalone business tax return preparation services. This add-on is only available to monthly bookkeeping clients!
Since tax preparation needs can vary, feel free to contact me for a personalized estimate.
QuickBooks Online Setup
Whether you’re starting a new business or switching to QuickBooks Online from another platform, it’s essential to set up your QBO file correctly from the beginning. This will help ensure your books are accurate moving forward. With years of experience working with QBO, and as a QBO Certified ProAdvisor, I can help set your business up for success from the start.
Some benefits of using my QBO setup process include:
A chart of accounts tailored to your business
Bank feeds (when available) are linked to ensure all bank and credit card activity is captured
Vendors and customers are entered to help track your payables and receivables (if applicable)
Clean balance sheet accounts
Reconciliations are accurate
Many clients who start with my QBO setup services find it’s the perfect foundation for transitioning into ongoing monthly bookkeeping and advisory services.
I’m happy to provide a no-obligation quote for standalone setup services, or we can discuss pairing it with monthly advisory support moving forward.
QBO Cleanup
If your books are a mess, I can get them back in order. Whether you tried to do the bookkeeping yourself or if your previous bookkeeper didn't do a good job, having inaccurate financials means you don't know the true financial picture of your business. It's crucial to get your books cleaned up so you can make informed decisions about your business. I can help you get them cleaned up, and then with my ongoing bookkeeping services, I can keep them clean going forward.
QBO Catchup
No matter how far behind your books are - whether it's a couple months, or a year or more - I can help you get caught up. Running a business without up-to-date financials is like flying blind. How much money are you making or losing each month? We can work together to get your books up-to-date so you can have confidence in your financials again, get ready for tax time, or make assessments on how to run your business. And with my ongoing bookkeeping services, I can keep them up-to-date going forward.
Client Experiences
A couple recent examples of cleanup and catchup work I have completed include:
- Small Business Owner – This client’s part-time bookkeeper was responsive and provided regular reports, but lacked the accounting expertise to properly classify transactions. Despite the lower cost of her services, the business owner needed professional help to clean up his books before tax filing after he noticed several errors in his financials. He now uses my monthly bookkeeping services to ensure transactions are classified correctly going forward.
- Restaurant Owner – A new restaurateur fell four months behind on his bookkeeping while focusing on running his new restaurant. When he needed current financials and tax returns to secure business funding, I helped bring his books up to date and file the necessary returns. He now relies on my monthly bookkeeping services to stay current and meet his funding requirements.