A bookkeeper handles the day-to-day tracking of income, expenses, and financial records to keep your books organized and up-to-date. An accountant typically uses those records to file taxes, offer financial advice, or do high-level analysis.

I provide day-to-day bookkeeping support including income and expense tracking, bank reconciliation, invoicing, bill payments, project tracking, payroll record support, and monthly financial reports using QuickBooks Online.

While QuickBooks Online is my specialty, I can also support clients who use Google Sheets or similar tools. I'm happy to discuss what works best for your setup.

I primarily work with small businesses, independent contractors, tradespeople, cleaners, home service businesses, and other service-based professionals..

If we decide to work together, here are some of the informations I will need from you:

• Current bookkeeping software (if any)

• Number of bank/credit card accounts

• Number of employees (if applicable)

• What would you like help with the most

• Preferred communication method

Before we set up our first meeting ("The get to know each other and find out what best way I can help you") I will send you via email an Intake form which will give me a inducation of what kind of services you need.  I will need that returned to me 2 days before our 15-Minute FREE consultation meeting

Simply fill out the contact form or send me an email and I’ll follow up within two business days to schedule a free 30-minute consultation. We’ll talk about your needs and see if we’re a good fit! 

Please see the detailed steps in the page Work with me Process

**Please note my availability during weekdays  are usually afternoons and evenings, during weekends requested scheduled timings are flexible.** 

Pricing varies based on the size and complexity of your business. I offer transparent flat-rate packages tailored to your needs. You can view starting prices on the Services page.

The Starter Package is designed to give new and very small businesses affordable bookkeeping support while they get established. After six months, we'll review your transaction volume, bookkeeping complexity and overall support needs.

Growing beyond the Starter Package does not automatically mean moving to the $250/month Solo Business Package. If your business is still small and your bookkeeping needs remain simple, we'll discuss an appropriate next-step rate based on your individual situation.

An occasional higher-volume month doesn't necessarily mean you need to change packages. If additional bookkeeping time is required, a small additional fee may apply. If your transaction volume consistently exceeds the Starter Package limit, we'll review your bookkeeping needs and discuss the best ongoing option with you before making any changes.

Absolutely. I treat every client’s information with the highest level of confidentiality and care. Your financial data is always protected and never shared.

I offer select one-time bookkeeping projects, reviews, and current-year organization services. Services are evaluated on a case-by-case basis.

Absolutely! I’m happy to work alongside your CPA to make sure everything is organized, accurate, and tax-ready. My goal is to keep your books clean and up-to-date so your CPA can focus on strategy and tax filing without delays.

Yes, I can help with current-year catch-up work and organizing books that have fallen behind during the current year. For older historical cleanup projects, I may refer you to another bookkeeping professional who specializes in extensive catch-up work.

I am a Certified QuickBooks Online ProAdvisor & a Certified Bookkeeper through Intuit, which means I have completed official certifications (see my badges on contact me page) and stay current with ongoing updates directly from the makers of QuickBooks. I have also completed the Akadian Fast & Easy QuickBooks Online Program — a CPA-approved, hands-on training that covered real-world bookkeeping workflows such as invoicing, payroll, reconciliation, inventory, reporting, and 1099 processing.

You can view my verified Akadian training profile, which outlines the skills and modules I have completed, here: View My Akadian Training Profile.

• Legal business advice

• Tax preparation and tax filing

•  Payroll processing (I can work with your payroll company)

• On-site bookkeeping