Services

Monthly Bookkeeping
Categorizing transactions, reconciling bank and credit card accounts, and preparing monthly financial reports.

Catch-Up or Cleanup Work
Fixing books that haven’t been touched in months (or years) and bringing accounts current.

Accounts Payable and/or Receivable
Tracking bills and expenses, preparing checks or ACH payments, invoicing, and managing outstanding balances.

QuickBooks Setup & Training
Setting up or restructuring your QuickBooks file, plus hands-on training tailored to your workflow.

QuickBooks Online Support
Ongoing help with QBO questions, troubleshooting, and best practices.

Financial Reports & Insights
Monthly or quarterly P&L statements, balance sheets, and cash flow overviews to help you make smart decisions.

Data Entry & Digital Organization
Keeping your financial records, receipts, and spreadsheets clean, current, and properly filed.

Email and Document Management
Organizing inboxes, setting up Google Drive, and creating clear file naming systems.

CRM / Data Cleanup
Organizing and cleaning up your customer or vendor contact data for better business efficiency.

Chart of Accounts Design
Customizing your financial structure to better match how your business actually operates.

Operations & Systems Consulting
Recommending digital tools for scheduling, invoicing, billing, and payment collection.

Custom Spreadsheet Building
Designing dashboards, trackers, calculators, and automated workflows in Google Sheets or Excel.

Automation Setup
Setting up automations using Gmail filters, Google Forms to Sheets, AppSheet tools, and more!

Website & Google Business Setup Help
Improving your online visibility, helping generate quality leads, and establishing a clear brand presence.