Why Bother?

One of the hardest parts of running a business is finding the time to manage your books and finances. Bookkeeping provides the foundations for sound financial management and decision making.

Track Financial Performance

Monitoring income, expenses, and profitability enables you as the owner to have a clear view of how your business is doing over time.

Better Decision
Making

Up to date financial records can help you make more informed decisions about budgeting, investments and cost cutting strategies.

Increased Funding Potential

Investors, lenders and even donors for nonprofits often require detailed financial records to asses a company’s health. Having these on hand instead of last minute scrambling ensures that you will be ready when it comes time to secure funding for your project, business or organization.

Offerings

Setting you up with an easy to manage Quickbooks account
This process can feel overwhelming if you want to manage your own books. Ensuring that you have the proper categories set in place makes all the difference when it comes to the utilization of your time. I can handle the initial set up of your business on Quickbooks so you don’t have to. I can also walk you through step by step how to run the most important reports so you have all the confidence you need. Consultations and check in meetings are always provided with this service.

Full Scale Management
This is an all inclusive package where you can rest easy knowing everything is handled. I maintain your expenses, process payments, reconcile bank statements and provide monthly statements. *This package is customizable if you prefer daily or weekly bank reconciliation as well as additional reporting.

Full Scale + Payroll
With this package you get all the previous package + payroll.

Account Auditing
Having a bird’s eye view of your business allows me to have a unique perspective on where you may be able to save money. Through account auditing I have helped businesses save over $20,000 in 2024. With innovative solutions, I can offer alternatives and strategies to ensure that your company is thriving. This can be added to existing services or can be done as a stand alone option.

Project Clean Up
Unfortunately messy books happen. Maybe your last bookkeeper didn’t really work out, maybe the books just got neglected. If you just need to get things cleaned up so you can start again then this is the package for you. I can go through your backlog and get everything tidy. This can include bank account connection, necessary reporting, sifting through paid and unpaid invoices, transaction categorization and bank reconciliation.

** Prices for packages vary on scope of work and size of business**