Bookkeeping that actually makes sense

Monthly Bookkeeping

Your books, handled every single month. I categorize transactions, reconcile your accounts, and deliver a clear monthly report so you always know where your money stands — no surprises, no scrambling.

Best for: Established businesses that want clean, current books without lifting a finger.

What's included

• ✓Transaction categorization and coding
• ✓Bank and credit card reconciliation
• ✓Monthly profit & loss report
• ✓Balance sheet
• ✓Accounts payable and receivable tracking
• ✓Email support throughout the month

Catch-Up Bookkeeping

Months behind? Maybe even years? It happens. I'll go back through your records, sort everything out, and bring your books fully up to date — so you can move forward without the weight of a financial backlog.

Best for: Business owners who've fallen behind and need a clean slate.

What's included

• ✓Full review of prior period transactions
• ✓Categorization and reconciliation of all accounts
• ✓Identification and correction of errors
• ✓Organized, clean records ready for tax prep
• ✓Summary report of findings
• ✓Handoff to ongoing monthly service (optional)

Tax Prep Support

I work alongside your CPA or tax preparer to make sure your books are clean, organized, and ready to file. No last-minute scrambling, no missing documents — just a smooth handoff that saves everyone time and money.

Best for: Business owners who want tax season to be painless.

What's included

• ✓Year-end book cleanup and review
• ✓Reconciliation of all accounts
• ✓Preparation of financial statements
• ✓Coordination with your CPA or tax preparer
• ✓1099 preparation support
• ✓Document organization and delivery