Bookkeeping
Accurate books, every month — without you doing them.
Reliable monthly bookkeeping so you always know where your business stands, and tax time stops being a scramble.
We don’t prepare taxes — we hand your CPA clean, tax-ready books.
Is this you?
Bookkeeping is easy to put off — until you need the numbers. If any of these sound familiar, it’s time to hand it off.
- You’re doing your own books at night or on weekends
- Transactions pile up for months before anyone looks at them
- You can’t say with confidence what you made last month
- Your CPA spends (and bills) hours sorting things out at tax time
What’s included
Everything that keeps your books current and accurate
Transaction categorization
Every transaction recorded in the right account, consistently, every month.
Monthly reconciliation
Bank, credit card and loan accounts matched to your statements.
Monthly reports
Profit & loss and balance sheet delivered each month, with a short summary.
Receivables & payables
Keep track of who owes you and what you owe, so nothing slips.
Year-end handoff
Organized, tax-ready books and reports for your CPA.
Questions answered
A real person to ask when something in the numbers doesn’t look right.
How it works
1
Free consult
A 30-minute call to understand your business, your books and what you need.
2
Clear proposal
A simple written scope and price — no surprise fees.
3
Ongoing support
Your books stay current and you get reports you can actually use.
Common questions
What software do you work in?
Primarily QuickBooks Online. If you’re on something else, let’s talk about it during your consult.
What if I’m months (or years) behind?
That’s common. We’ll start with a catch-up or cleanup to get your books current, then move to monthly bookkeeping.
How do I send you receipts and statements?
Most bank and card activity flows in automatically. For anything else, I’ll set up a simple process so you’re not emailing piles of paperwork.
Do you file my taxes?
No — but your books will be clean and tax-ready, and I’m happy to work directly with your CPA.
Free consultation
Ready to hand off the bookkeeping?
Tell me about your business and where your books stand. I’ll get back to you within one business day.