Services

Monthly Bookkeeping

Full-service bookkeeping including bank and credit card reconciliations, accounts payable and receivable, and monthly financial statements prepared in line with GAAP so you’re decision-ready and audit-ready year-round.

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QuickBooks or Xero Setup & Cleanup

Initial QuickBooks or Xero setup, chart of accounts customization, historical data cleanup, and troubleshooting to ensure accurate financial records. I can migrate you from desktop to QuickBooks Online (QBO) and align your records for accurate reporting. I can also get you set up from scratch with QuickBooks or Xero.

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Payroll Processing

Complete payroll services including end-to-end payroll runs, direct deposits, payroll tax filings and online payments (single or multi-state), plus year-end reporting (W-2’s, 940, 941, state unemployment). Services can be performed using QuickBooks Online Payroll or integrated with your existing payroll processor (e.g. Gusto, ADP).

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1099s, Sales Tax & Audit Preparation

Preparation and filing of 1099 forms for contractors and vendors, sales tax tracking/filings where applicable, and audit preparation support (workpapers, schedules, and documentation) to help you stay compliant

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Custom Reporting

Tailored financial reports and basic budgeting to track cash flow, margins, and trends - giving you clear insights for smarter decisions.