A dedicated accountant, working on your behalf.

Services Provided

Routine Bookkeeping

I will provide bookkeeping on a weekly, monthly, quarterly, or yearly basis — whatever cadence you decide.

I will examine your needs and find a solution that suits you. Every business has unique complexities, so there is no one size fits all solution.

Common Tasks:

  • Record and reconcile transactions to bank, credit card, and loan statements

  • Tying AP and AR

  • Producing a report package for owner

  • Bill Pay (additional fee)

  • Sales tax (additional fee)

Routine bookkeeping clients will be on a fixed monthly amount plus any additional addons for bill pay and sales tax.

Clean Up

Tax preparer bugging you with questions? Dirty balance sheet? Bankers need statements for a loan?

If you are months or years behind, or just want the books cleaned up, this is the right place. This type of work would be expected for tax filing or a meeting for a bank.

Clean up requires a 30% deposit of the estimated total. Hourly billing rate of $50/hour. Total balance due upon completion.

*Both routine bookkeeping and clean up will require third party access to banks and other financial institutions