Services
The services outlined below provide a general overview of how I support small businesses. Every business is different, so I work closely with each client to ensure the support provided is tailored to their specific needs, goals, and day-to-day operations. For a detailed breakdown of what’s included at each service level, please visit the Pricing page to view specific services offered by tier.
Bookkeeping
Reliable, thoughtful bookkeeping designed to keep your business financially organized and tax-ready year-round. I handle the day-to-day details of your books so you can feel confident knowing your numbers are accurate, consistent, and easy to understand.
Services include expense tracking, categorization, and monthly bank reconciliations to ensure your financial records reflect what’s truly happening in your business. We’ll also meet monthly to review your finances, address questions, and identify anything that needs attention, so there are no surprises.
My goal is to provide clear, well-maintained books that support informed decisions and allow for smooth collaboration with your tax professional when filing season comes around.
Accounts Receivable
Accounts Receivable support that helps you get paid on time while maintaining professionalism and ease with your clients. I assist with setting up and customizing invoices that reflect your brand and clearly communicate payment expectations.
For businesses that benefit from predictable cash flow, I can also help implement recurring invoicing or payment options. This service is designed to reduce administrative back-and-forth, keep receivables organized, and provide you with a clear picture of what’s outstanding, without adding stress to your plate.
Payroll Processing
Accurate and timely payroll processing so you can take care of your team with confidence. I manage payroll set up and ongoing processing to ensure employees are paid correctly and on schedule.
This service focuses on consistency, compliance, and attention to detail, helping you avoid common payroll errors and last-minute rushes. With payroll handled thoughtfully and on time, you can stay focused on running your business while knowing this critical function is under control.
Catch-Up & Clean-Up Bookkeeping
This service is designed for businesses that have fallen behind on bookkeeping or need existing financial records reviewed and corrected. Whether months of transactions need to be entered or accounts need to be reconciled properly, I work methodically to bring your books up to date and aligned with best practices.
Catch-up and clean-up work focuses on accuracy, consistency, and clarity. This may include reviewing prior transactions, correcting categorizations, reconciling bank and credit card accounts, and resolving discrepancies so your books are reliable moving forward. The goal is to ensure your financial records are complete, organized, and ready for ongoing bookkeeping or tax preparation.