QuickBooks Setup & Migration
If you are moving from another accounting system or transitioning from spreadsheets to a structured accounting platform, I handle the setup and migration process for you.
This includes:
Chart of Accounts
Historical data transfer, as applicable
Bank and credit card connections
Software integrations
System organization and best-practice configuration
Clean-Up & Catch-Up Services
Behind on bookkeeping? Accounts unreconciled? Unsure if your reports are accurate?
Clean-up services correct errors, reconcile accounts, and bring your books current by identifying discrepancies, reorganizing financial records, and ensuring your reporting reflects the true financial position of your business.
This service is ideal for businesses preparing for tax filing, applying for financing, or simply ready to regain clarity and control.
Ongoing Monthly Bookkeeping
Monthly bookkeeping services provide consistent, reliable financial insight.
Services may include:
Bank and credit card reconciliation
Categorization of income and expenses
Financial statement preparation
Monthly reporting
Ongoing account monitoring
Accounts Receivable
Accounts Payable
Payroll processing and tax filing
1099 Filing
Sales tax accounting and filing
Job Costing
Inventory Tracking
Fixed Asset Management