Bookkeeping & QuickBooks Services

Clean books, clear numbers, and the confidence to run your business

Bookkeeping That Works For You

Your books should help you run your business, not add to your stress. Whether you need ongoing monthly bookkeeping, help cleaning up a mess, accounting software setup and training, or just getting started on the right foot, I provide practical, personalized bookkeeping support that fits your business.

What I Bring to Your Books

  • CPA with 20+ years of accounting expertise
  • Teaching background—I explain things clearly
  • Attention to detail and accuracy
  • Patient, educational approach
  • Flexible to fit your business needs
  • Remote work—convenient and efficient

What You Can Expect

  • Clean, accurate financial records
  • Regular account reconciliations
  • Clear communication about your numbers
  • Books ready for tax time
  • Training and support when you need it
  • Someone who cares about your success

Bookkeeping Services I Offer

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Ongoing Monthly Bookkeeping

Regular bookkeeping support to keep your records clean and current throughout the year. I handle transaction recording, account reconciliations, and can provide monthly financial statements. Perfect for business owners who want to focus on running their business while knowing their books are in good hands.

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QuickBooks Setup

I can set up QuickBooks Online, Wave, or other accounting software correctly from the start. This includes chart of accounts, bank connections, customer and vendor lists, settings, and initial data entry. Whether you're brand new to accounting software or switching systems, I'll get you set up properly.

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Financial Cleanup & Catch-Up

Behind on your books? Records messy or incomplete? I specialize in catching up bookkeeping that's fallen behind, fixing improperly categorized transactions, and getting your books back on track. No judgment, just practical help to get you current.

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QuickBooks Training

One-on-one training to help you understand and manage QuickBooks, Wave, or your chosen accounting software. Whether you need initial training to get started or ongoing support as questions arise, I teach you what you need to know to handle your books with confidence.

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New Business Setup

Starting a business and need help getting your accounting set up right from the beginning? I'll help you establish a solid bookkeeping foundation, even if you haven't kept detailed records yet. Get started on the right foot from day one.

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Software Platforms

Primary platforms: QuickBooks Online and Wave Accounting. I'm also open to working with other accounting software based on your needs. If you're using something different, let's discuss it!

How We'll Work Together

1. Tell Me About Your Needs

Complete the bookkeeping inquiry form or schedule a consultation to discuss your current situation, what you need help with, and your goals for your bookkeeping.

2. We'll Create a Plan

Based on your needs, I'll recommend the right solution. This might be ongoing monthly support, a one-time cleanup project, software training, or a combination.

3. Remote & Convenient

I work remotely with access to your accounting software such as QuickBooks, Wave, or other platforms. We use shared documents for questions and information exchange, making the process smooth and efficient without requiring in-person meetings.

4. Clean Books, Clear Communication

You'll have clean, reconciled books and clear communication about your numbers. For ongoing clients, regular financial statements are available upon request, and I provide support when you need it.

Ready for Clean, Accurate Books?

Get Started with Bookkeeping Services

Complete the bookkeeping inquiry form to share details about your business and bookkeeping needs, or schedule a consultation to discuss your situation.

Complete Bookkeeping Form Schedule Consultation

Questions? Email me at [email protected]

Let's Get Your Books in Order

Professional bookkeeping support tailored to your business needs.

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