Services

Streamline your financial operations by booking an appointment with me, your expert bookkeeper. Discover how precise and professional record-keeping can propel your business forward.

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Paid Diagnostic Review

With a Paid Diagnostic Review. I look at your Quickbooks Online account and create a detailed report around the issues that need to be resolved, including a summarized priority list with the following categories:

  • Urgent

  • Important

  • Sometime

You can stick with me to do the cleanup, take the plan to someone else, or tackle it yourself. Either way, the review is a document you will own.

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Clean-Up

After reviewing your books with a Paid Diagnostic Review, I can price out a unique package based on the work it will take for your finances to be cleaned up.

Factors that impact pricing:

  • # of months needing to be cleaned up

  • # of bank accounts, credit cards, & loans

  • if payroll is involved

  • if sales tax is involved

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Monthly Bookkeeping

It is extremely important to be sure that your financial information is accurate and that the software is being used correctly and consistently. Using QuickBooks Online, I can help you track the money flowing in and out of your business.

Iā€™m here to financially empower you to know your numbers and make informed decisions.

Factors that impact pricing:

  • # of transactions per month

  • # of bank accounts, credit cards, & loans

  • if payroll is involved

  • if sales tax is involved