Our Services

Monthly Bookkeeping

We take bookkeeping off your endless to-do list, giving you back your time to grow, build, and create!

This include weekly categorization, monthly reconciliations, and customized financial reports that equip you with insights to make informed business decisions.

Optional add-ons include bill pay and invoicing.

Cleanup Projects

Haven’t touched your books all year? No problem! Your mess is our masterpiece.

We swoop in and clean up your books, making them accurate and up-to-date.

This can be a one-time project, or in addition to monthly bookkeeping services.

Budget and Forecasting

With crystal-clear finances, you can confidently plan for the future and crush your financial goals. We help you transform your financial data into actionable insights by creating tailored budgets and forecasts.

FAQs

What accounting software do you use?

We use Quickbooks Online for our clients. We can help you set up or migrate to QBO if you are on a different platform.

How will we meet?

All services will be provided virtually, through email or Zoom. I am happy to serve clients all throughout the US!

Do you prepare tax returns?

We do not prepare tax returns. However, your books will be meticulously organized and ready to hand off to your tax professional at year-end. We’ll address any questions they may have, ensuring the process is as seamless as possible for you.