Bookkeeping You Can Rely On

Ongoing month-end bookkeeping that keeps your books current, accurate, and tax-ready year-round. Includes categorizing transactions, reconciling bank and credit card accounts, tracking income and expenses, and delivering monthly Profit & Loss and Balance Sheet reports so you always know where your business stands.

Accurate, on-time payroll processing plus full payroll tax compliance — including federal and state withholdings, quarterly 941s, annual 940s, W-2s, and state unemployment filings. I keep your team paid correctly and your filings on schedule.

Sales tracking and sales tax filings done right. I manage multi-jurisdiction sales tax collection, reporting, and remittance so retailers can focus on their customers — not the deadlines.

Behind on the books? I take messy, neglected, or inherited books and bring them current and reconciled. From a few months to several years, I work systematically to get your records

Starting fresh or switching from spreadsheets? I set up your QuickBooks Online account, configure your chart of accounts, connect bank and credit card feeds, and tailor the system to fit your business so you're ready to go from day one.

Detailed tracking and categorization of every dollar in and out — so you have clear visibility into where your money is going, what's driving revenue, and where there's room to grow.

Court-ready financial statements and disclosures prepared with care and accuracy. I work with attorneys and individuals to compile the documentation needed for divorce proceedings, settlements, and other legal matters.

Every bank, credit card, and loan account reconciled to the statement each month so your books match reality. This is the foundation of accurate financial reporting and tax-ready records.

Bill entry, vendor management, and on-time payment processing. I'll keep your vendor relationships strong and your cash flow predictable by making sure nothing slips through the cracks.

Accurate COGS calculation and tracking — including direct materials, labor, and other costs tied to the products you sell or services you deliver. Essential for understanding your true margins.

Customer invoicing, sales receipt entry, and accounts receivable tracking — including aging reports and gentle follow-up reminders so you get paid faster and know exactly what's outstanding.

Custom reports, dashboards, and financial summaries built around what you actually need to see. Whether it's monthly KPIs, board-ready statements, or investor reports — I'll deliver the format and detail that works for you.

More than just bookkeeping — I review your numbers and surface specific, practical recommendations to improve cash flow, reduce expenses, tighten your processes, or capitalize on opportunities the data reveals.

Deep-dive analysis of what's actually driving your bottom line — by product, service, customer, channel, or season. Understand where your profits are coming from so you can lean into what's working.

Year-round tracking of contractor payments, W-9 collection, and timely 1099-NEC filings to the IRS and recipients. I make sure your contractor paperwork is in order before deadlines hit.

Inventory tracking and valuation that keeps your stock accurate and your cost of goods sold reliable. From simple SKU lists to multi-location inventory, I'll help you understand what you have, what it cost, and what's moving.

Track profitability by job, project, or client so you know which work is actually making you money. I'll set up the categories, classes, or projects you need and report on the metrics that drive smarter pricing decisions.