Monthly Bookkeeping Services

Tailored to the specific needs of your business.


Company Setup in QBO
Bank Feed Management
Transaction Coding
Bank Reconciliations
Financial Statements
Accounts Payable
Accounts Receivable
Sales Tax (prep/file/payment)
Inventory (periodic basis)
Fixed Assets & Depreciation
Loans & Notes Payable
Project Cost Tracking
Budget Setup & Analysis
Custom & Management Reports
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Work With Me

How to get started

Step 1. Initial Phone Consult

Schedule a call in my online calendar here. We'll talk about your business needs, challenges, goals and how I can help you grow your business.

Step 2. Quick Review of Your QuickBooks Online File

To quote a fair and accurate price for my services, I'll need to take a peek at your QuickBooks Online file to assess the accuracy and complexity of your books. It's a quick and free 'look under the hood'.

Step 3. Proposal

After reviewing your QuickBooks Online file, I'll send you a proposal based on your needs.

Step 4. Sign a Service Agreement and Payment Authorization

If you accept my proposal, I'll forward a more formal service agreement for signature. You'll also need to complete a pre-authorization debit form via a secure third-party payment processor. That's it, we begin!

Have questions?

Check out my FAQ page.

Book a Free Consultation

Let's talk about how profitable and affordable it is to outsource your bookkeeping so you can focus on driving sales and growing your business.
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