What I Offer

You didn’t start your business to spend hours inside QuickBooks. I’m here to handle the numbers so you can focus on growing your business.

Whether you're buried in receipts or just need monthly support, here's how I can help:

  • ✅ Monthly Bookkeeping

    Perfect for small business owners who want reliable, done-for-you financial tracking every month.

    Includes:

    Categorizing transactions and expenses

    Monthly reconciliation of bank and credit card accounts

    QuickBooks Online maintenance

    Financial reports: Profit & Loss, Balance Sheet, Cash Flow

    Outcome: You get clean, accurate books — ready for tax time or business decisions.

    Best for service-based businesses, solo entrepreneurs, and growing teams.

  • 🧹 Cleanup & Catch-Up Work

    Haven’t looked at your books in months (or… longer)? No judgement. Let’s get things cleaned up.

    Includes:

    Review and cleanup of historical transactions

    Reconciliation for prior months or years

    Chart of accounts review and optimization

    CPA-ready reporting package

    Outcome: Your books are caught up, cleaned, and crystal-clear.

    Best for new clients or anyone behind on bookkeeping

  • 📊 Custom Reports & Insights

    Numbers only matter if you understand them. Let’s turn your financial data into decisions.

    Includes:

    Monthly or quarterly financial reports

    Custom formatting and visual breakdowns

    Budget vs actuals tracking

    Tailored insights based on your goals

    Outcome: Clear visibility into your business performance — no spreadsheets required.

    Best for owners who want more than just “tax prep.”

  • ➕ Add-On Services

    For clients who already work with me for monthly bookkeeping.

    These services are available as add-ons to your existing monthly plan:

    Includes:

    Payroll Processing
    Timely and accurate payroll runs, including employee setup, tax calculations, and reporting using your preferred payroll platform.

    1099 Preparation
    Contractor tracking, year-end reporting, and 1099-MISC/NEC filing.

    Outcome:
    No last-minute scrambling — these tasks are handled alongside your books, so you stay compliant and confident.

    Best for business owners who want a one-stop-shop for their financial operations.

Let’s Get Started

Let’s connect and walk through your current setup. I’ll get you a quote for the best next step — whether that’s monthly support or a one-time cleanup.

Get a quote

Frequently Asked Questions

Do you offer tax filing?

No, but I prepare CPA-ready books and reports that make filing easy.

What bookkeeping software do you use?

I work exclusively with QuickBooks Online to ensure efficiency and cloud-based access.

Do you only work with Arizona-based businesses?

Nope! I work remotely with businesses across the U.S.

How much do services cost?

Pricing depends on the size and complexity of your books. I’ll provide a custom quote after our discovery call.