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Services

Bookkeeping help that fits where you are.

Whether you need a one-time QuickBooks Online setup, a clean-up to untangle the past, or ongoing monthly support, I've got you covered.

Every business is different, so these aren’t one-size-fits-all packages. They’re starting points. If you need something that isn’t listed here, just ask, and we’ll shape the right fit on your free discovery call.

01

QuickBooks Online Setup

QuickBooks Online is more than accounting software. It is the financial backbone of your business, and a proper setup is what makes everything downstream easier: reconciling, reporting, and tax time.

I configure your file around how your business actually operates. That means a chart of accounts that fits your industry, bank and credit card connections that import cleanly, and sales tax and products set up the right way the first time, so you avoid the tangled messes that are expensive to fix later.

When we are done, you will get a short, plain-English walkthrough so the software works for you instead of the other way around.

  • Chart of accounts tailored to your business
  • Bank and credit card feeds connected correctly
  • Products, services, and sales tax configured
  • A short walkthrough so you know how to use it
02

QuickBooks Online Clean-Up

Having problems with your accounts? Reports that are not correct, balances that do not match your bank, or months of transactions sitting uncategorized? You are not the first, and it is fixable.

I start with a thorough diagnostic review to find exactly what is off, then work through the file methodically: correcting categorizations, reconciling accounts, and resolving the discrepancies that throw your reports out of alignment.

The result is a clean, reconciled set of books and a clear, accurate view of your financial situation, so you can make decisions with confidence and hand your accountant numbers they can rely on.

  • Full diagnostic review of your current file
  • Miscategorized transactions corrected
  • Bank and credit card accounts reconciled
  • Accurate reports you can actually trust
03

Monthly Bookkeeping

In a fast-paced business, keeping up with financial records is one of the first things to slip. Monthly bookkeeping takes it off your plate entirely.

Each month I categorize your transactions, reconcile your accounts against your statements, and deliver clear financial reports so you always know where you stand. No more end-of-year scramble, no more guessing whether the numbers are right.

You get up-to-date, accurate books and a dedicated bookkeeper who knows your business and is a quick message away when questions come up.

  • Transactions categorized every month
  • Accounts reconciled to the statement
  • Monthly financial reports delivered to you
  • A bookkeeper on call for your questions
Questions

Common questions.

Do you work with businesses outside of Reno?

Absolutely. I’m based in Reno, Nevada, but my work with QuickBooks Online is fully remote, so I serve small businesses across the country. Everything happens securely online, and we stay in touch by call, email, or message, whatever works best for you.

What does "Certified QuickBooks ProAdvisor" mean?

A Certified QuickBooks ProAdvisor has passed Intuit’s certification demonstrating in-depth knowledge of QuickBooks Online. Combined with over 15 years of experience, including time as an Intuit Payroll Pro, it means your books are handled by someone who knows the software inside and out, not someone learning on your file.

My books are a mess. Is it too late to fix them?

It’s almost never too late. Whether you’re a few months behind or have years of uncategorized transactions and unreconciled accounts, clean-up and catch-up work is exactly what I do. I’ll start with a diagnostic review, tell you honestly what it will take, and get your file back to accurate, reliable books.

Do you file taxes?

I’m a bookkeeper, not a tax preparer, so I don’t file returns. What I do is keep your books clean and accurate all year so that when tax time arrives, your CPA or tax preparer has organized, reconciled numbers to work from. That usually means a faster, less stressful, and often less expensive filing. I’m happy to coordinate directly with your tax professional.

How do we get started?

It starts with a free discovery call. We’ll talk through your business and your books, and I’ll recommend the best path forward, with no pressure and no obligation. From there, I’ll put together a clear plan and a transparent quote so you know exactly what to expect before anything begins.

Free discovery call

Ready for books you can finally trust?

Let's spend 30 minutes on your business and your books, no charge, no pressure. You'll leave the call knowing exactly what to do next.