Full-Cycle Bookkeeping Services
I provide comprehensive bookkeeping and accounting solutions tailored to meet the unique needs of your business. My experience ensures accuracy, compliance, and timely delivery of financial services, allowing you to focus on growing your business while I handle the numbers.
My Offerings
Core Services
Bookkeeping & Accounting Services
Reliable monthly bookkeeping that keeps your financial records accurate, organized, and decision-ready.
- Monthly transaction categorization and bookkeeping upkeep
- Bank and credit card reconciliations
- Month-end close and financial statements
- Ongoing bookkeeping support and questions
Catch-Up & Clean-Up Bookkeeping
Bring your books up to date and correct past issues with structured cleanup support.
- Catch up past months and bring books current
- Clean up miscategorized or duplicate transactions
- Resolve unreconciled accounts and errors
- Organize chart of accounts for clarity
Reporting, Analytics & Insights
Clear financial reporting that helps you understand performance and make informed decisions.
- Monthly performance reports in plain language
- KPI tracking customized to your business
- Trend analysis and month-over-month insights
- Profitability and margin tracking
Accounts Receivable Support (AR)
Improve cash collection and visibility into outstanding customer payments.
- Invoicing workflow setup and improvements
- AR aging reports and collections support
- Customer payment tracking and follow-up systems
Accounts Payable Support (AP)
Stay organized and on schedule with structured bill and vendor management support.
- Bill entry and bill pay workflow support
- AP aging review and due-date tracking
- Vendor organization and payment scheduling
Payroll Support
Payroll coordination and reporting support aligned with your bookkeeping records.
- Payroll setup support and onboarding coordination
- Payroll processing support as applicable
- Payroll reconciliation to the books
- Guidance on payroll categorization and reporting
Sales Tax Support
Organized sales tax tracking and reporting to support compliance and filing.
- Sales tax tracking and reporting support
- Sales tax return filing assistance
- Sales tax documentation and record organization
Job Costing & Class / Location Tracking
Gain visibility into profitability by job, project, or business segment.
- Set up tracking by job, project, client, or location
- Job costing and profitability reporting
- Labor and expense coding for accurate margins
QuickBooks Online Setup & Optimization
Optimize QuickBooks Online to improve accuracy, efficiency, and usability.
- New QuickBooks Online setup and configuration
- Chart of accounts setup or cleanup
- Rules and automation to reduce manual work
- QuickBooks training and guidance
Ongoing QuickBooks Online Support
Continued support to keep your QuickBooks system running smoothly.
- Ongoing troubleshooting and issue resolution
- Support for questions, adjustments, and changes
- Process improvements as your business evolves
Process Streamlining & Efficiency Support
Reduce manual work and improve accuracy through smarter bookkeeping processes.
- Workflow review and improvement recommendations
- Automation setup to save time
- Accuracy checks and efficiency enhancements
CPA Collaboration & Tax Support Coordination
Seamless coordination to support tax preparation and planning through your CPA.
- Work directly with your CPA on requested reports
- Deliver clean, tax-ready books and reconciliations
- Coordinate with a CPA office for tax planning and preparation
Why My Holistic Approach Works
We believe in treating the whole person, not just the symptoms. Our integrated methods ensure sustainable, lifelong results.
Certified Coaches
Experts dedicated to your journey with professional credentials.
Tailored Programs
Plans designed specifically for your unique lifestyle and goals.
Compassionate Support
A supportive environment that nurtures growth and healing.
Proven Results
Evidence-based strategies that deliver real, lasting change.
Ready to Streamline Your Bookkeeping?
Let us handle your books so you can focus on growing your business. Schedule a free consultation to discuss your specific needs and learn how we can help.