The Right Service for Every Stage of Your Books

Hi, I’m Christopher Wilson. For 20+ years, I kept billion-dollar ledgers audit-tight. Now I bring the same rigor and plain-English guidance to small businesses like yours. As a cloud-first, solo bookkeeper, I offer tailored service plans from basic bookkeeping to niche, industry-specific solutions. Pick the service level that fits where you are today, and let’s get your finances working for you.

Cloud Bookkeeping Tailored to Your Reality

Maybe you just want clean books and a painless tax season. Perhaps you need trust-account tracking, job cost accounting, cash flow forecasting, or a dashboard that updates KPIs daily. Whatever the mix, I tune QuickBooks Online to fit, so you get accuracy, insight, and your evenings back.

Why I Rely on QuickBooks Online

QuickBooks Online is the clear industry leader and robust enough for virtually all small business accounting. From entry-level Simple Start to feature-rich Advanced, every tier scales smoothly. QBO’s app marketplace (including Stripe, Gusto, Clio, HubSpot, Google Ads, and hundreds more) automatically pipes data in, boosting accuracy and saving significant time and money. One cloud file, one source of truth. You, me, and your CPA all work in real-time.

BANK-LEVEL SECURITY

After 15 years examining banks for the Federal Reserve, I insist on SOC 2 Type II data centers, TLS 1.2 encryption, two-factor login, and daily backups. I keep my own books in QBO Advanced because if it’s not safe enough for me, it’s not safe enough for you.

From a Former Fed Examiner

Turn Chaos into Clean Books

I dig through months or years of loose receipts, missed entries, and mismatched statements, leaving you with a rock-solid foundation.

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Catch-Up & Cleanup

Monthly Bookkeeping

Stay Current, Stay Calm

Each month, I record every transaction, reconcile every account, and deliver bullet-proof books so tax time never surprises you again.

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See What Your Numbers Are Saying

Receive timely P&L, balance sheet, and cash-flow reports you can actually read because I walk you through the story behind each line.

Financial Reporting

Job Costing

Financial Advisory

Know Your Project Margins

I track every labor hour, material cost, and overhead expense so you see each job’s real-time profit and bid the next one with confidence.

Your Part-Time CFO

Quarterly strategy calls transform raw data into informed decisions: pricing tweaks, margin enhancements, and growth strategies tailored to your objectives.

QBO Setup & Migration

Move to the Cloud Seamlessly

I set up QuickBooks Online from scratch or migrate you from desktop software with zero data loss and minimal downtime.

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CORE BOOKKEEPING SERVICES

Your First-Step Financial Foundation

ADDITIONAL SUPPORT SERVICES

• Accounts Receivable & Payable: Invoicing and bill-pay workflows that protect cash flow.

• Inventory Tracking: Know what’s on the shelf, what’s moving, and what’s tying up cash.

• Sales Tax Accounting & Filing:  Correct nexus, on-time filings, and no scary letters.

• 1099 Filings: Prepare, e-file, and mail contractor forms so you meet IRS deadlines without headaches.

• Payroll Support: I coordinate with your preferred national processor, post the journals, and ensure each run is accurate and up to date. I am QuickBooks Online Payroll Certified, so I can run it in-house if needed.

Flexible Extras for Every Foundation

Fixed Asset & Depreciation Tracking

Clean schedules and monthly depreciation are posted automatically, so tax season and lender requests take minutes, not days.

ADVANCED ADVISORY SERVICES

For owners ready to level up from “good books” to growth-driving insights.

Cash Flow Forecasting & Scenario Planning

KPI Dashboard & Benchmarking

13-week rolling forecast shows if payroll, loans, or new hires will strain cash—long before panic sets in.

Real-time metrics (gross margin, CAC, inventory turns) plus industry benchmarks so you can act fast and outpace peers.

Year-End CPA Liaison & Tax-Ready Package

I bundle trial balances, 1099s, payroll reports, and answer the CPA’s questions—saving you endless back-and-forth emails.

App Stack Integration & Workflow Automation

Connect third-party apps like Stripe, Shopify, Dext, or Gusto, to QuickBooks. Data flows in automatically, freeing hours every month.

Audit / Due Diligence Support

Need to impress lenders or a potential buyer? I prep schedules, pull source docs, and join the Q&A calls.

Internal Control Health Check

A review of who touches cash, approvals, and user permissions. Pinpoints gaps before they become costly mistakes.

Ready for Numbers That Work as Hard as You Do?

HOW WE START: Simple 3-Step Process

• Free 30-Minute Call: We map your pain points and goals.

• Books Health Check: I review your current data and outline quick wins.

• Proposal & Kick-Off: Choose a service bundle. Onboarding takes days, not weeks.

Ready to Trade Bookkeeping Stress for Strategy?

Pick the help you need, skip what you don’t. Let QBO, tuned by a solo pro, handle the rest.

No pressure, just answers.