Services
Stay on top of your finances with services that keep your books accurate and organized. From bank and loan reconciliations to expense tracking and tax return syncing, I’ll ensure everything stays in perfect balance—so you can focus on growing your business.
Keeping everything in order
Bank Reconciliations
From checking and savings accounts to credit cards and loans, I've got your reconciliations covered.
- Bank Reconciliations.
- I’ll keep your checking, savings, and credit card accounts accurate and up to date by ensuring every transaction is accounted for.
- Loan Reconciliations
- I’ll track your loan payments and balances to help you stay organized and manage your financial obligations with ease.
- Intercompany Reconciliations
- I’ll ensure your intercompany transactions are accurate and aligned for smooth financial reporting across all entities.
Focus on what matters
Expense Tracking
Giving you insights into your expense categories and helping you make informed decisions about your business.
- Clean Records.
- By providing logical consistent expense categorization, I can help you piece together patterns and identify things to watch for.
- Data by Month
- Get a clear breakdown of your expenses month by month, helping you spot trends and stay on budget.
- Actionable Insights
- Turn your expense data into valuable insights that help you make smarter financial decisions with confidence.
Tailored to fit your needs
Custom Reports
Stay on top of your finances with tailored reports that track trends and provide key insights. Each month, you'll receive a financial packet to help you stay up to date and in control.
- Monthly financial packet
- Get a clear snapshot of your business performance with easy-to-understand reports delivered monthly.
- Profit & Loss insights
- Gain a clear understanding of your revenue and expenses to optimize profitability.
- Secure data backups
- With QuickBooks Online, your financial data is automatically backed up and securely stored in the cloud.
- Stay informed
- Gain real-time financial insights that empower better decision-making.
- Tailored to your needs.
- Focus on the metrics that matter most to your business goals
- Tax-ready financials
- Ensure your records are accurate and well-organized for a smooth tax season.
Keeping you in compliance
Payroll Reconciliations
Keep your payroll accurate and compliant with seamless reconciliations. I’ll ensure wages, taxes, and deductions align with your books to help you avoid errors and stay IRS-compliant.
- Accurate payroll records
- Ensure every paycheck, deduction, and tax is correctly recorded and balanced.
- Compliance focused
- Stay compliant with IRS regulations and avoid costly penalties with precise reconciliations.
- Error detection
- Catch and correct discrepancies before they become bigger financial issues.
Everything in its right place
Tax Return Synchronization
When your books don’t match your tax returns, it can lead to costly, multi-year financial messes. I’ll keep everything in sync to prevent discrepancies, avoid costly fixes, and ensure a smooth tax season.
- Always Up to Date
- I ensure your books are consistently aligned with your most recent tax return, reducing the risk of discrepancies that can snowball over time.
- Avoid Costly Errors
- Keeping your books in sync helps prevent audit triggers, penalties, and the stress of dealing with financial inconsistencies.
- Smooth Collaboration
- Your tax preparer will have accurate, organized records at their fingertips, making their job easier and more efficient.
What matters most
CPA-Quality Everytime
Experience excellence with every service. With my expertise and commitment to precision, I ensure meticulous attention to detail and a client-focused approach. You can trust that every project is handled with the highest standards of quality—every time.
- All-inclusive, flat rate billing
- Enjoy predictable pricing with a simple, all-inclusive monthly flat rate. No hidden fees, just transparent and affordable service.
- Monthly financial report packets
- Receive detailed financial reports every month, giving you clear insights into your business’s performance and growth.
- CPA-quality bookkeeping
- Get expert bookkeeping with meticulous attention to detail, ensuring accuracy and compliance with industry standards.
- Free onboarding
- Start hassle-free with complimentary onboarding, making it easy to get up and running with our services.
- Secure data sharing and backups
- Your financial data is securely shared and protected, with QuickBooks Online providing automatic backups to ensure safety and easy access whenever you need it.
- Free QuickBooks Online Essentials subscription
- Enjoy a free subscription to QuickBooks Online Essentials, providing powerful tools to help you manage your finances with ease.
- Unlimited support
- Get the help you need when you need it, with unlimited access to expert support to answer your questions and resolve concerns.
- No surprise fees
- What you see is what you get—no unexpected charges, just straightforward pricing for complete peace of mind.