Bookkeeping for
Small Businesses
Stay organized, tax-ready, and confident in your numbers
without the stress of doing it yourself.
Your time is better spent running your business not wrestling with your books.
As a small business owner, your time is stretched thin. Bookkeeping often slips to the bottom of the list, which leads to:
Hours wasted reconciling accounts that should take minutes
Cash flow headaches when invoices are late or forgotten
Confusion trying to make sense of software like QuickBooks
Stress and uncertainty about whether your numbers are right
It doesn’t have to feel this way.
With reliable bookkeeping support, you’ll always know where your business stands.
Here’s how we can help:
Monthly Bookkeeping — Transactions categorized, accounts reconciled, and financial reports delivered so you can make decisions with confidence.
Catch-Up Bookkeeping — Whether you’re a few months or a year behind, we’ll get your books back on track quickly.
Quarterly Review — Already handling your own books? We’ll review them every quarter to catch errors and give you the reassurance that everything is accurate.
Add-On: Accounts Payable & Receivable — Tired of chasing payments or worrying about due dates? We’ll help you manage invoices and receivables so your cash flow stays healthy.
Ready for bookkeeping that supports your business instead of draining it?
Book a free call and let’s take this off your plate.
Services
Monthly Bookkeeping
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Categorizing & reconciling 1-3 bank, credit card and payment processor accounts.
Up to 50 transactions/month
Monthly financial reports (P&L + Balance Sheet)
Email support if you have questions
Collaboration with your CPA/Tax Accountant
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Up to 5 accounts
Up to 100 transactions/month
Monthly reports (P&L + Balance Sheet)
Email support if you have questions
Collaboration with your CPA/Tax Accountant
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5+ accounts or 100+ transactions/month
Monthly financial reports
Email support if you have questions
Collaboration with your CPA/Tax Accountant
Bookkeeping Catch Up
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For those behind on their books and want to get tax-ready, organized, and compliant.
What’s Included:
Setup or clean-up of your QuickBooks Online account
Categorizing and reconciling all transactions for the period
Updated Profit & Loss and Balance Sheet reports
A custom Loom video walking you through the numbers
Collaboration with your CPA/Tax Accountant
Need Something Else?
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Maybe you don’t need monthly bookkeeping — you just want a quarterly check-in to make sure your books are on track. Or maybe you’re looking for a one-time consultation to talk through something specific.
Whatever it is, I’ll do my best to help you figure it out. Reach out to schedule a quick 15-minute call and let’s see if there’s something I can support you with.
DIY Resources
Doing it yourself for now?
Here’s something to make it easier.
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Income & Expense Tracker