Services
Full-service books, handled for you
Bookkeeping, payroll and reporting for small businesses, done by a certified Intuit ProAdvisor who knows your business by name.
How it works
Up and running in four simple steps
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1
Free consultation
We talk about your business, who you serve, what you use for bookkeeping today and why you want a change.
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2
Custom proposal
After reviewing your books, I send a proposal and quote built around your business, size and needs.
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3
Onboarding
I get connected to your QuickBooks Online, review your records and set up a monthly or quarterly routine, whichever fits you and your business.
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4
Ongoing support
Books kept current, accounts reconciled and clear reports every month or quarter, so you always know where you stand.
01
Bookkeeping
Clean, current books, every month or quarter.
Day-to-day transactions recorded and categorized, with a clean general ledger kept current month after month, quarter after quarter.
- Transactions recorded and categorized
- General ledger kept current every month or quarter
- Records organized and ready for your tax professional
02
Payroll Services
Your team paid accurately and on time.
I run payroll with QuickBooks Payroll (also known as Workforce) and Mineral. Most payroll platforms integrate with QuickBooks Payroll, and if you’re happy with your current provider, I can provide oversight instead.
- Tax withholding and direct deposit
- Benefits handled alongside payroll
- Compliance with state, county and city requirements
- Oversight option for your existing payroll service
QuickBooks Payroll Certified
03
Financial Reporting
Numbers you can actually use.
Reports in plain English, every month or quarter, so you always know where your business stands and where it’s heading.
- Profit and loss statement, monthly or quarterly
- Balance sheet
- Cash-flow statement
04
Bank Reconciliation
Every account, matched every month or quarter.
Your books matched to your bank and card statements every month or quarter, so errors, missed charges and anything unusual are caught early.
- Bank and credit card accounts reconciled every month or quarter
- Errors and missed charges caught early
- Books you can trust at tax time
05
Accounts Payable & Receivable
Money out on time. Money in on time.
What you owe is tracked and scheduled, and what you’re owed is invoiced and followed up, so nothing slips through.
- Bills tracked and scheduled so vendors are paid on time
- Invoicing and payment tracking
- Friendly follow-up on outstanding invoices
06
QuickBooks Online Support
Your QuickBooks, in expert hands.
I work directly in your existing QuickBooks Online account. As an Intuit ProAdvisor, I can also offer you a discount if your account needs an upgrade.
- Work in your existing QuickBooks Online account
- ProAdvisor discount on QuickBooks upgrades
- Certified in QuickBooks Online Level 1 and Level 2
QuickBooks Online Level 2 Certified
Service questions
Good to know
Can you work with my existing QuickBooks Online account?
Yes. I work with existing QuickBooks Online accounts. And if your account needs an upgrade, I can offer you a discount through my Intuit ProAdvisor status.
Do you provide payroll services?
Yes. I use QuickBooks Payroll (also known as Workforce) together with Mineral, which handle tax withholding, benefits, direct deposit, and compliance with state, county, and city requirements. Most payroll platforms integrate with QuickBooks Payroll. Already happy with your payroll provider? I can provide oversight instead.
How is pricing determined?
Pricing is set after your free consultation. The proposal I send you afterward is your customized quote, based on the actual needs of your business.
Not sure which services you need?
That’s exactly what the free consultation is for. We’ll look at your books together and I’ll recommend only what your business needs.