Services built for the way you work.

Bookkeeping Setup & Training

Start right. Stay right.

Built for new businesses and early-stage owners who are ready to move beyond spreadsheets and shoeboxes. I set up your books from scratch in QuickBooks or Xero, then walk you through the basics so you can stay on top of your finances with confidence — even between check-ins.

Includes

• QuickBooks or Xero account setup & configuration
• Chart of accounts tailored to your business
• Connection of bank accounts & credit cards
• Opening balance entry & historical clean-up
• One-on-one training sessions

Books Clean-Up

Your CPA said fix it. I will.

Whether you've been doing your own books and things have gotten out of hand, or a previous bookkeeper left your finances in disarray — I'll dig in, untangle the mess, and restore accuracy you can actually rely on. No judgment, just results.

Includes

• Full audit of existing books for errors & inconsistencies
• Reclassification of miscategorized transactions
• Reconciliation of all bank & credit card accounts
• Identification and correction of duplicate or missing entries
• Detailed summary of changes made for your records
• Clean handoff to ongoing monthly bookkeeping service

Catch-Up Bookkeeping

Lost track? Let's get you current.

Life gets busy, and sometimes the books fall behind. Whether it's a few months or a couple of years, I'll work through your transaction history, bring everything up to date, and give you a clear picture of where your business finances actually stand — so you can move forward with confidence.

Includes

• Review and entry of all outstanding transactions
• Bank & credit card reconciliation for missed periods
• Month-by-month catch-up at a pace that works for you
• Updated P&L and balance sheet for each completed period
• Smooth transition into ongoing monthly bookkeeping