QuickBooks Online (QBO)

Bookkeeping Services

Helping Keep Finances on Track

I help small businesses and real estate owners increase profits by optimizing bookkeeping and providing actionable data to grow their business.

Ready to take control of your finances? Reach out today to schedule a consultation using the “Contact Me” link at the top of the page.

My Services

Monthly Bookkeeping

QuickBooks Online (QBO) - Fixed Monthly Fee

  • Maintenance: QuickBooks online setup, organization and maintenance

  • Categorization: Weekly categorization of all transactions based on the Chart of Accounts

  • Reconciliations: Monthly bank and credit card reconciliations

  • Financial Reporting: Monthly preparation of financial reporting (Profit & Loss and updating the Balance Sheet)

Cleanup of Existing Records

QuickBooks Online (QBO) - One Time Cleanup Fee

  • Cleanup: Thorough cleanup and catch-up of existing records to ensure accurate and reliable reporting. Let’s get your records organized and up to date for the year!

Additional Services

Hourly Rate Services - (Exclusively available to clients who subscribe to my monthly bookkeeping services)

QuickBooks Online (QBO)

  • Accounts Receivable: Invoicing clients and tracking payments.

  • Accounts Payable: Recording bills and expenses

  • Tax Preparation: Preparing records for your accountant at tax time.

  • 1099 Filing: Preparing records for 1099 filing using QuickBooks Online

Book an appointment

Reach out today to schedule a free 30-minute consultation using the “Contact Me” link at the top of the page.