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/Receivable
Sales Tax (prep/file/payment)
Inventory (periodic basis)
Fixed Assets & Depreciation
Loans & Notes Payable
Project Cost Tracking
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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