Ongoing bookkeeping is designed to keep your financial records accurate, current, and consistently compliant so you’re never scrambling to understand your numbers.

This service supports the day-to-day financial operations of your business and provides a dependable foundation for reporting, tax preparation, and decision-making.

This service includes:

• Recording and categorizing business transactions

• Reconciling bank and credit card accounts

• Accounts payable and receivable tracking

• Ongoing review for accuracy and consistency

• Monthly financial reports, including profit and loss, balance sheet, and cash flow

Behind on your bookkeeping or unsure if your records are accurate?
I help restore clarity by correcting errors, reconciling accounts, and rebuilding your financial records so your reports can be trusted again.

This service includes:

• Reviewing and organizing months (or years) of historical transactions

• Reconciling bank and credit card accounts to supporting statements

• Correcting misclassified expenses and income

• Cleaning up loan and owner-related accounts

• Streamlining and correcting your chart of accounts

• Preparing clean, tax-ready financial records

We go beyond data entry to help you understand what your numbers are actually telling you.

Your reports are prepared and reviewed for accuracy, so you can rely on them to guide real business decisions, not guesses.

This service includes:

• Monthly Profit & Loss statements

• Balance sheets you can trust

• Cash flow reports to support planning and growth

• Software setup and workflow optimization to improve accuracy and efficiency

Take the stress out of billing and contractor reporting with accurate, organized, and compliant support.

This service helps ensure your invoicing and contractor activity is properly tracked, reconciled, and prepared for year-end and tax filing.

This service includes:

• Client invoicing setup and billing workflows

• Tracking and reconciling invoices and customer payments

• Accounts receivable organization and follow-up support

• Tracking contractor payments for 1099 purposes

• Collecting and organizing W-9 forms and required contractor information

• Reviewing payments for 1099 eligibility and accuracy

• Preparing 1099 information and reports for your tax professional or filing platform

• Recording and reconciling invoicing and 1099-related activity in your accounting system

While I do not prepare or file tax returns, I prepare your books specifically for your tax professional so tax season is smoother, faster, and far less stressful.

This service includes:

• Final year-end reconciliations of bank, credit card, and loan accounts

• Review and organization of detailed transaction records

• Preparation of clean, tax-ready financial statements

• 1099 reporting support and contractor documentation