Bookkeeping Services
I'm here to help Business Owners keep their books in order!
How this works...
Getting started is simple! The first step is to schedule a free discovery call so we can get to know each other and discuss your unique business needs. This no-pressure call gives us a chance to talk through your goals, the challenges you’re facing, and how my services can help lighten your load. I’ll answer any questions you have and recommend the best next steps to support your success.
After our discovery call, you can choose from one of my service packages designed to provide flexible, reliable support tailored to fit your business. Whether you need ongoing assistance or just a little extra help during busy seasons, I’ve got you covered. And if you don’t see a package that feels like the right fit, no problem! I also offer a la carte services at an hourly rate, giving you the freedom to get exactly the support you need, when you need it. My goal is to make working together easy, flexible, and focused on what matters most—helping you move your business forward with confidence.
📥 Accounts Payable (AP) Management
Stay on top of your business expenses without the stress. I handle the full accounts payable process—from organizing bills and verifying charges to scheduling and processing payments. With timely vendor management and accurate record-keeping, you’ll avoid late fees, maintain strong vendor relationships, and keep your cash flow predictable. I’ll ensure every payment is tracked, categorized, and ready for reporting when you need it most.
Includes:
Bill entry and management
Vendor record maintenance
Payment scheduling and processing
Expense tracking and categorization
Reconciliation of vendor statements
📤 Accounts Receivable (AR) Management
Get paid faster and improve cash flow with professional accounts receivable management. I’ll create and send invoices, monitor outstanding payments, and follow up on overdue accounts—so you don’t have to. You’ll always have a clear picture of what’s owed to you, helping you make informed financial decisions with confidence.
Includes:
Invoice creation and distribution
Customer account management
Payment tracking and application
Follow-up on past-due invoices
Aging reports and cash flow insights
💼 Payroll Processing Services
Accurate, on-time payroll is critical to keeping your team happy and your business compliant. I offer reliable payroll processing services that take the burden off your plate—ensuring your employees and contractors are paid correctly and on schedule. From calculating wages and taxes to generating pay stubs and managing deductions, I handle the details so you can focus on running your business with confidence. I’ll also ensure your payroll records are organized and ready for tax season or audits.
Includes:
Payroll calculation and processing
Direct deposit or payment setup
Employee and contractor payment management
Tax withholding and deduction tracking
Payroll reporting and record-keeping
Preparation of year-end payroll forms (W-2s, 1099s)
🏦 Bank Reconciliation Services
Keeping your books accurate starts with reconciling your bank accounts. I provide professional bank reconciliation services to ensure your financial records match your bank and credit card statements. This process helps identify discrepancies like missed transactions, duplicate charges, or fraud—giving you peace of mind that your books are clean, complete, and reliable. With accurate reconciliations, you’ll have the confidence to make informed financial decisions and keep your business audit-ready.
Includes:
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Monthly reconciliation of bank and credit card accounts
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Identification and resolution of discrepancies
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Verification of deposits, payments, and withdrawals
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Fraud and error detection
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Reconciliation reports for your records
📒 General Ledger Management
Your general ledger is the foundation of your business finances—and I make sure it’s accurate, organized, and up-to-date. I record and categorize every financial transaction, ensuring that all entries are properly tracked in the right accounts. This not only keeps your books clean but also provides the groundwork for reliable reporting, tax preparation, and financial decision-making. With professional general ledger management, you can trust that your financial data is complete and audit-ready at all times.
Includes:
Accurate recording of all financial transactions
Categorization of income, expenses, assets, and liabilities
Monthly ledger review and adjustments
Cleanup of miscategorized or duplicate entries
Support for audit and tax preparation
📊 Financial Reporting Services
Make smarter business decisions with clear, reliable financial reporting. I deliver easy-to-understand reports that give you a real-time snapshot of your business performance. From Profit & Loss Statements to Balance Sheets and Cash Flow Reports, you’ll have the insights you need to manage your expenses, track profitability, and plan for growth. With accurate, up-to-date reporting, you can feel confident presenting your financials to investors, lenders, or tax professionals.
Includes:
Monthly Profit & Loss Statements
Balance Sheets
Cash Flow Reports
Customized reporting based on your business needs
Summary insights to help you understand the numbers
TOOLS & SYSTEMS
I’m experienced in many of the most popular tools and systems used for administrative and bookkeeping services today. The systems below are the ones I use most frequently. Whether it’s managing your books, CRM, or scheduling appointments, I’m ready to hit the ground running. And if you’re using tools that aren’t listed here—no problem at all! I’m a fast learner and fully committed to getting up to speed with your preferred systems to ensure a seamless fit with your workflow.
Love from our Clients!
Bookkeeping Packages*
Starter Package
Intermediate Package
Pro Package
Comprehensive Package
*These packages assume you have a small business estimating 10-50 transactions per month and no more than 10 employees/contractors. If your business is larger, I can customize packages for your business.
If you exceed the hours, additional hours will be $40/hr or you can upgrade to another package.
