I provide customized monthly accounting services for small businesses. Rather than offering rigid packages, I tailor support to fit how your business operates—whether you need comprehensive bookkeeping, targeted assistance with specific areas, or help transitioning to a new accounting system.
All services provided remotely via secure online platforms. Meetings conducted via Zoom, Microsoft Teams, WebEx, or Google Meet.
Monthly Bookkeeping
Ongoing accounting support to keep your financial records accurate, organized, and up to date.
What’s included:
- Transaction review and categorization
- Bank and credit card reconciliations
- Accounts payable and receivable tracking
- Monthly financial reporting (P&L, Balance Sheet, Cash Flow)
- Monitoring for inconsistencies or issues
This service is designed for business owners who want consistent, reliable accounting support without managing the details themselves.
Catch-Up & Cleanup Work
Getting your books current and organized if you’ve fallen behind or inherited incomplete records.
What’s included:
- Historical transaction entry and reconciliation
- Correction of categorization errors
- Identification and resolution of discrepancies
- Preparation of accurate financial statements
- Documentation for tax preparation
Catch-up projects are scoped individually based on the time period and complexity involved.
Payroll Support
Assistance with payroll processing, tax compliance, and documentation to ensure your team is paid accurately and on time.
What’s included:
- Payroll processing coordination
- Payroll tax filing and compliance support
- Employee record management
- Year-end reporting (W-2s, 1099s)
I work with your existing payroll software or can help you select one that fits your needs.
Accounts Payable & Invoicing
Support with managing vendor bills and client invoicing to improve cash flow and reduce administrative burden.
What’s included:
- Vendor bill entry and tracking
- Payment scheduling and processing
- Client invoice creation and management
- Outstanding receivables monitoring
Accounting System Setup & Guidance
Help choosing, implementing, or optimizing accounting software to ensure your system supports your business effectively.
What’s included:
- QuickBooks Online or Xero setup and configuration
- Chart of accounts design
- System workflow recommendations
- Transition support from QuickBooks Desktop to QuickBooks Online
- Training on using your accounting system effectively
Pricing
Services are priced based on the scope of work, complexity, and level of support required. Monthly engagements are billed at a consistent rate, while one-off projects are quoted individually.
Pricing is discussed during the initial consultation once I understand your business needs. My goal is to provide clear, transparent pricing with no surprises.
Ready to Get Started?
Schedule a consultation to discuss your business and explore how customized accounting support can help.