Services overview
The Right Service for Every Stage of Your Books
Everything I do, in one place. You work directly with me. Most engagements are built around monthly bookkeeping, with other services added when you need them.
What you actually need
Cloud bookkeeping tailored to your reality
Maybe you just want clean books and a painless tax season. Perhaps you need trust account reconciliation, job costing, or cash flow forecasting. Whatever the mix, I tune QuickBooks® Online to fit, so you get accuracy, insight, and your evenings back. And as your business grows, we add what it needs.
Where the work happens
Why I rely on QuickBooks® Online
QuickBooks Online is the industry leader and robust enough for nearly any professional-service business. The apps you already use, Stripe, Gusto, Clio, Bill.com and hundreds more, feed it directly. One cloud file, one source of truth. You, me, and your tax professional all work in real time.
Separate from QuickBooks, I provide every client their own secure portal. Documents in, reports out, questions answered, and nothing important buried in an email thread.
Where every engagement starts
The bookkeeping itself
Four bookkeeping services, each with its own page. Most engagements are built on one or two, and what you start with can change later.
Setup & Migration
QuickBooks Online set up or migrated, with a chart of accounts that fits.
Learn moreCatch-Up & Cleanup
Books brought current and reconciled, at a fixed price agreed up front.
Learn moreAdd when you want more from the numbers
Beyond the monthly close
Added to a monthly engagement when a clean close is not the whole job. Start with what your business needs today, and add as it grows.
- Receivables and payables Invoices out on time, aging watched, bills recorded before due. A profitable business can still run out of cash. Unbilled or uncollected work is usually why.
- Inventory tracking Counts and cost of goods kept current, so your margins are real. A stale count reports profit you did not earn and hides cash sitting on the shelf.
- Fixed assets and depreciation Asset schedules maintained and depreciation posted monthly, not as a year-end catch-up. Eleven months of statements are complete, not waiting on a December correction.
- App integration and automation Your apps connected to QuickBooks Online, with the mapping set so data lands where it belongs. Nothing gets re-keyed and nothing arrives needing a monthly fix.
- Cash flow and scenario planning Thirteen weeks of what is coming in and going out, so a gap is a decision rather than a scramble. Test a hire, a loan or an owner draw before you commit. How forecasting works
- KPI dashboard and benchmarking The handful of numbers that actually drive your decisions, on one page you can check without opening the books. Compared against your own history and your industry.
Add when someone else sets the date
Deadlines that arrive handled
Growth brings obligations, each with someone else's date on it. These get met quietly, on time, without a scramble.
- Payroll support Journals posted and reconciled every run, in whatever platform you use. I'm QuickBooks Workforce certified for payroll and can handle setup or cleanup if needed.
- 1099 filings Contractor payments tracked and missing W-9s flagged through the year. Forms prepared and e-filed on time, because the hard part was never the filing.
- Sales tax support A sales tax report each period for state and state-administered local taxes, with figures that tie to the books rather than a guess at the deadline.
- Year-end tax liaison Trial balance, schedules and reports go to your tax preparer in one package. Their questions are routed through me, and I involve you only where you are needed.
- Audit and due diligence support An audit, a loan application or a sale puts your books in front of someone else. I support you with the schedules and source documents your CPA or attorney will need.
What clients say
Security
Bank-level security from a former Fed examiner
I examined banks for 15 years with the Federal Reserve. I demand the same safeguards for your books and mine. That's why my own are in QuickBooks Online.
Independently audited
Intuit maintains SOC 2 and ISO 27001 programs for the systems QuickBooks Online runs on, with certifications and audit reports published to its compliance portal.
AES-256 encryption
Your data is encrypted with 256-bit keys while stored on Intuit's systems.
Multi-factor sign-in and role-based access
Every sign-in is verified more than one way, and each person on your account is assigned a role that sets exactly what they can see and do.
Backups on US systems
Your data sits on Intuit-managed systems inside the United States, monitored around the clock and backed up for redundancy.
If it's not safe enough for me, it's not safe enough for you.
How we start
Three steps, from first call to work underway
Free 20-minute call
You tell me where things stand, I tell you whether I can help. No pressure, and no obligation on either side.
Books health check
I review what you have, walk you through what I found, and give you a recommended scope and a firm price. Nothing starts until you have both.
Cloud onboarding
You get access to your client portal, where there is a tailored list of what I need to start. You supply what only you can. Everything else is mine.
Not sure what you need?
That is what the call is for. Tell me what is going on and I will tell you what I would do about it, whether or not you hire me.
No pitch. Just a conversation about what you need.
Rather send a message?