Bookkeeping Services Built for Clarity

Accurate bookkeeping, consistent reconciliations, and clear financial reporting for small businesses.

Choose ongoing monthly support, a one-time cleanup, or tailored reporting based on where your books stand today.

  • 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.

Schedule a Consultation

We’ll review your current bookkeeping setup, discuss your priorities, and determine whether monthly support or a one-time cleanup is the right next step.

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.