What We Do
• Enter missing bank & credit card transactions
• Reconcile past months
• Organize historical records
• Prepare Profit & Loss & Balance Sheet reports
Who It's For
Ideal for business owners who are months behind and need their books current for taxes, loans, or peace of mind.
What's Included
• Historical data entry
• Reconciliations
• Financial reports
• Organization
What's Not Included
• Cleanup of existing errors (unless added)
• Ongoing monthly bookkeeping
• Tax filing
• Payroll processing
The Process
Review how far behind
you are
Collect statements
Enter transactions
Reconcile accounts
Deliver updated reports
Tailored Bookkeeping Solutions for Your Needs
My mission is to take the worry out of your bookkeeping process, so you can focus on what you do best. I offer flexible after-hour and Saturday consultations through video call, designed to accommodate your busy schedule. Whether you need assistance with daily transactions or year-end reports, I'm here to ensure your bookkeeping is accurate and efficient. Reach out today to schedule your appointment, and let's get started on simplifying your financial management.
Hours
Mon-Fri: 9:00 am - 5:00 pm
After hours by appointment only
Saturday: Appointment ONLY
Sunday: Closed