Explore what we offer

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  • Meet to discuss type of business and accounting system

  • Start or take over QuickBooks file

  • Organize & input existing transactions to current date

Getting Started

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  • Download & categorize monthly transactions into QuickBooks

  • Optional add-ons: invoicing, bill pay, income categorization, etc.

  • Email monthly financial statements to client

  • Monthly correspondence regarding financial status

  • Note: Work is completed from my home office

On-going Support

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Services Not Offered

  • Legal business advice

  • Tax preparation

  • Manual payroll (I work with your payroll company: ADP, Gusto, etc.)

  • On-site bookkeeping