Services

Services

New Business Owner Consultation

Have you started a business recently? Are you thinking about starting a business? As a new business owner, you oftentimes don’t know what you don’t know when it comes to accounting and bookkeeping.


I can save you time, money, and stress through a

One-Hour New Business Owner Consultation.


In our time together, we will discuss some accounting questions every new business owner should answer. This includes: 

  • What accounting systems/processes do I need? 
  • How do I understand what my financial statements are telling me?
  • How do I stay compliant with business taxes?
  • And more!


You will also receive this free ebook I wrote that has additional information, including tips for new business owners on how to develop a realistic budget.


Click HERE  to schedule your one-hour consultation.


This consultation will save you time, money, and stress and is available for $125. (If you are a college student, please contact me for the student discount.)

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Check Up

Want another pair of trained eyes to look through your books? My Check Up is a thorough books review of your:

  • Company Setup and Configuration
  • Bank Accounts and Reconciliations
  • Chart of Accounts
  • Transactions (Income and Expense)
  • Undeposited Funds
  • Products/Services List
  • Vendor List and Customer List
  • Inventory and Assets
  • Accounts Payable and Accounts Receivable
  • Financial Statements  (Balance Sheet and Profit & Loss)

After my diagnostic review, you’ll receive a summary report detailing any issues I’ve discovered and recommendations on how to remedy them. You could handle these on your own, or I am happy to do them for you as well (see Clean Up Services below).

Clean Up/Catch Up

Just need a little help getting cleaned up or caught up on everything?


I can help you with a “Clean up”, which is reviewing your books for a set timeframe (e.g. last 2 years) and correcting anything that needs to be corrected.


I can also perform a “Catch up”, which is getting current by entering new transactions and performing monthly reconciliations to-date.

Ongoing Services

My number one goal through on-going bookkeeping services is to provide clear, accurate, and timely financials. This includes:


  • Importing bank statements into (or managing bank feeds connected to) QuickBooks Online
  • Properly tracking and categorizing all your income and expenses
  • Monthly reconciliation of each account (checking, savings, credit cards, loans, etc.) to ensure accurate numbers
  • Monthly reporting of balance sheet and profit & loss to provide a clear picture of your business


Need additional help with A/P, A/R, or payroll? Let’s talk about options there as well.

Set Up

Want to manage your own books but would like some help getting everything set up just right? I can help you set up your QuickBooks Online company file just the way you need it. I will:


  • Customize chart of accounts, invoices, reports
  • Set up products and services
  • Connect bank accounts and credit card accounts
  • Establish beginning balances
  • Enter transactions since your starting date
  • Enter outstanding accounts receivable and accounts payable details as of your starting date
  • Find other tools/apps that may be helpful


…all to get you going on your own. I can also provide some basic training for day-to-day use of QuickBooks Online, if needed, or refer you to advanced training, if preferred. 

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Bookkeeping and Accounting Advisory Services

Customizable accounting advisory services save your business or nonprofit time and money by providing access to my support on a part-time basis. You also gain additional flexibility and scalability through personalized services based on your business or nonprofit’s changing needs. I will support you in reaching your goals, no matter your sector, size, revenue, or current financial management system.

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Tier One


Peace of mind every month


- Transaction Categorization

- Account Reconciliation

- Financial Reporting

- Semi-annual Strategy Meetings

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Tier Two


More visibility and real-time data


Tier 1 plus:

- AP/AR Management

- Budget Creation

- KPI Dashboard

- Class Tracking/Cost Allocation

- Quarterly Strategy Meetings
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Tier Three


Proactively supporting your growth


Tier 2 plus:

- Internal Control/Systems Review

- Tech Review/Recommendation

- Grant Proposal Assistance

- Grant Reporting

- Audit Prep Work

- Monthly Strategy Meetings
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