Bookkeeping built for where your business is right now.
Maybe you’re six months behind. Maybe you just opened and want it set up right the first time. Here’s exactly what I do and what’s included.
Monthly Bookkeeping
Every transaction from your connected accounts categorized and recorded on a fixed monthly cycle.
- Transaction categorization & coding
- Chart of accounts maintenance
- Monthly close on a set schedule
Bank & Card Reconciliation
Bank feeds matched against statements line by line, so errors get caught while they’re still one line instead of a year of them.
- Checking, savings & credit card reconciliation
- Discrepancy identification & resolution
- Clean records your CPA won’t bill you to fix
Financial Reporting
Monthly reports plus a short written summary — not a spreadsheet export you have to decode yourself.
- Profit & loss statement
- Balance sheet
- Plain-language summary of what changed
QuickBooks Online Support
Setup, cleanup, and ongoing support from a certified ProAdvisor. Messy existing files welcome.
- New account setup & chart-of-accounts design
- Cleanup of existing QBO files
- Ongoing troubleshooting & training
This is what lands in your inbox every month.
Easier to show you than describe it. Below is a complete sample report for a fictional cabinet shop — the profit & loss, the balance sheet, and the plain-English summary that comes with them. It’s the same format you’d get.
A summary you’ll actually read
What changed this month, why it changed, and what I’d keep an eye on. One page, no jargon.
Statements with context
P&L and balance sheet with a prior-month column, so the numbers tell you a direction and not just a total.
Washington items tracked
B&O accrual and sales tax payable called out where you’ll see them, not buried in an account list.
No email required
It’s just a download. I’d rather you see the work before you decide whether to talk to me.
Northgate Cabinetry LLC is a fictional business and every figure is illustrative. Client financials are confidential and are never used as marketing material.
A private folder, just for you.
Once you’re a client you get your own secure shared folder for bank statements, receipts, and anything else I need. Drop files in whenever — no emailing sensitive documents back and forth, no hunting through a thread in March for something you sent in August.
Built for small businesses and startups.
Behind on your books
Months of uncategorized transactions? I’ll get you caught up and set up a process so it doesn’t happen again next year.
Just starting out
New business, new QuickBooks file? I’ll build your chart of accounts correctly now, so you’re not paying someone to untangle it in two years.
Outgrowing spreadsheets
If your spreadsheet is starting to crack, I’ll move you into QuickBooks Online properly and make sure nothing gets lost on the way.
Need reports you can use
Accurate books are the minimum. Your monthly report should tell you something you can actually act on.
Not sure what you need?
That’s normal. A free consultation will tell you where your books stand and what it’d take to get them current.