What You Can Expect

I believe in building a relationship that supports you and your specific needs. Every business is different, so no cookie-cutter checklist for us. We can build this partnership however you want, based on your unique business.

I will classify and record all transactions each month, reconcile all bank and credit card accounts, and provide timely and accurate month-end financial reports.

Not only will I provide these financial reports, we will go over the reports together, so that you can understand where your money is coming from and where it is going. Only then can you make the best choices to manage your business.


We’ll work together to determine what bookkeeping services you will need and develop processes to set up systems and manage the workflow. Let’s start a conversation to find out which of my services can best benefit you and your business.

Accounts Payable

  • Record and reconcile bill payments
  • Provide aging report to help pay bills on time and take advantage of any discounts

Accounts Receivable

  • Invoice and record customer payments
  • Prepare aging report to help manage current and past due accounts

Sales and Use Tax

  • File sales and use tax due to required taxing entities
  • Set up software for correct calculation of taxes

Financial Reporting

  • Prepare monthly financial report package: Balance Sheet, Income Statement, Statement of Cash Flows
  • Review monthly financial reports via 1-on-1 meeting

Catch Up

  • Record and reconcile historical transactions up to current date
  • Provide financial reports for each historical accounting period

Clean Up

  • Correct, reclassify, and reconcile inaccurate transactions
  • Provide corrected financial reports