Income & Expense Tracking

I will categorize your daily transactions via your Bank Feed or manual entry. You can send me your receipts by email, or send them by mail. QBO makes it easy to organize your receipts in one place!

Bank Reconciliations

I will verify the accuracy of your bank accounts with monthly or quarterly reconciliations. This ensures you do not have overstated income or expenses.

QuickBooks Setup

If you don’t already have a QBO account, I can transfer your data from your previous software, spreadsheet, or however you track your information. Plus, you get the perk of a wholesale discount through me, only available for new QBO accounts!

QuickBooks Catch-up and Cleanup

A few months or a few years behind on your bookkeeping? I will take a deep dive to diagnose issues and thoroughly clean up your books, so you can finally remove “Taxes” from your To-Do list!

Financial Reports

I will send you your Profit & Loss and Balance Sheet on a regular basis. With up-to-date, organized books, you know exactly where your money is.

Accounts Payable

I will pay your bills promptly, either online or check by mail. Simply forward your bills to me and I will take care of the rest.

Accounts Receivable

I will manage your invoices so you are paid on time, with whatever invoice service you prefer. QBO provides a seamless, integrated invoice and merchant service with QuickBooks Payments. Check out their merchant fee pricing here.

Payroll

I can process payroll for you, your employees, and independent contractors with QuickBooks Payroll, or the payroll service of your choice. If you don’t already have QB Payroll, I can set you up. Check out their competitive pricing here.