No matter where you live, I can provide YOU WITH quality bookkeeping Solutions

I use the latest cloud-based accounting software, QuickBooks Online. It organizes and stores your documents and financial information so you can access it anytime, anywhere (learn more about QBO security).

Throughout the month, I will record and reconcile transactions that are pulled directly into the accounting software via bank feeds and credit card feeds. If you make a purchase, simply use the secure mobile app associated with your accounting software to snap a photo, upload it, and I will record and reconcile it.

Each month you’ll receive three financial statements that we can discuss and analyze during our monthly meeting. I also provide unlimited email support and am an Advanced Certified Advisor for QuickBooks Online.


Untitled design (4).png

Cloud-Based Accounting Software

•Information is securely backed up in the cloud
•No more stacks of papers
•Nothing to download directly to your computer
•Access to your finances, anywhere, anytime

Untitled design (3).png

Communication with Your Tax Advisor

•At tax time I work directly with your tax advisor so you can continue to focus on your business
•Confidence knowing your financial records are accurate, up-to-date, and tax compliant
PLUS, my services are tax deductible!

Untitled design (4).png

Accurate Information & Faster Results

•Bank and credit card feeds ensure that the recorded information is accurate and complete
•Ability to directly upload receipts to QBO
•Transactions are recorded faster and easier, allowing discrepancies to be fixed promptly

Untitled design (3).png

Cheaper Than Hiring Another Employee

•I do not require a work space within your office
•You do not have to pay employment taxes on my monthly fee for bookkeeping services
•I do not need employee benefits or insurance

Frequently Asked Questions

•What’s the difference between a bookkeeper and an accountant?

Both are essential functions of running a business and staying tax compliant. A bookkeeper records and reconciles transactions resulting from the daily ins and outs of running a business. An accountant then analyzes this information to help you save money when filing your taxes.

•What bookkeeping software do you recommend?

I am certified in QuickBooks Online. If you would like to set up a new account, I can help make the transition seamless.

•What can I learn from the Financial Statements?

There are three main financial statements: Income Statement, Balance Sheet, and Statement of Cash Flows. Analyzing these statements together provides a “full picture” of your business finances. I can also provide custom financial statements to detail certain aspects of your business that you’d like to keep an eye on.

•Why work with you instead of doing it myself?

My expertise is with numbers. Working with me as your bookkeeper allows you more time to focus on other areas of your business or things you like to do outside of work.