The Service, Value, and Cost

Fixed Rate $300/Month

01.

Categorize & Record Transactions

Meticulously categorize all your business transactions, keeping your financial records clean and organized. I will ensure that your books are up-to-date, accurate and ready for tax season, financial reporting, audit request, or a loan from a bank.

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02.

Reconcile All General Ledgers

Review and Match your financial records against bank statements, credit card transactions and other financial documents to identify and resolve discrepancies.

A serious young man accountant, financier, analyst, auditor sits in the office at the table. He holds documents and a pen in his hands, checks accounts, finances, types on a laptop.
03.

Financial Reporting & Analysis

Beyond just numbers from the financial statements, review the in-depth analysis to help you spot trends, identify opportunities, and make informed, strategic decisions for the future. This is where clarity brings confidence. 

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04.

Receipt Management

Say goodbye to the hassle of tracking and organizing receipt! Whether it’s paper or digital, every receipt is properly logged, linked to the correct transaction, and easily accessible for tax preparation and expense tracking. With an efficient system, never worry about missing documentation or scrambling during tax season. Put your energy more towards running your business.

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05.

Depreciation & Amortization

Track the value of your long-term assets and calculate their depreciation over time. This ensures your financial statements reflect the true value of your assets and that you’re maximizing tax benefits. With precise tracking and reporting, I help you stay compliant and keep your finances on track as your assets evolve. 

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06.

1099s

Take the stress out of managing your independent contractor payments by preparing and filing accurate 1099 forms on your behalf. From tracking payments throughout the year to ensuring all required details are correctly reporting.

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Current Goals to Provide You, Better Financial Security

Future Services To Grow, As Your Business Grows

  • Payroll Processing
  • 1099 Reporting (Starting 2025)
  • Budgeting & Forecasting
  • Internal Controls Evaluation
  • Cash Flow Management
  • Expense Management
Your Stress-Free Bookkeeping Journey Starts Here

Let's Simplify Your Financial World

Don’t worry, the path is already laid out with a detailed process that makes the change, simple.

Contact Me
Onboarding Process