Services
A Bookkeeper to Keep Your Finances Organized
Monthly bookkeeping, account reconciliations, and clear financial reports—with QuickBooks setup and payroll support when you need them.
Monthly Bookkeeping
Who it’s for
Small businesses, startups, and nonprofits that need consistent support keeping their books organized and up to date.
What’s included
- Transaction categorization.
- Bank and credit card account reconciliations.
- Review of accounting records for accuracy and consistency.
- Monthly Profit & Loss and Balance Sheet reports.
- Monthly review and discussion of financial results.
QuickBooks Online Setup
Who it’s for
New businesses and organizations moving to QuickBooks Online or building their accounting system.
What’s included
- Assessment of your business and accounting needs.
- QuickBooks Online configuration.
- A chart of accounts tailored to your organization.
- Bank and credit card connections.
- Categories, classes, and projects setup, where applicable.
- Introductory guidance on using your system.
Bookkeeping Cleanup & Catch-Up
Who it’s for
Businesses with outdated books, missing transactions, unreconciled accounts, or accounting errors.
What’s included
- Review of existing accounting records.
- Identification of duplicate transactions and errors.
- Correction of transaction categories.
- Catch-up bookkeeping for missing periods.
- Bank and credit card account reconciliations.
- Updated financial reports for the agreed periods.
Payroll Support
Who it’s for
Businesses and nonprofits that need help setting up and managing their payroll process.
What’s included
- Payroll system setup.
- Employee information entry.
- Ongoing payroll processing support.
- Recording payroll transactions in the accounting system.
- Review of payroll reports.
Nonprofit & Grant Accounting
Who it’s for
Nonprofit organizations managing multiple programs, restricted funding, or grants.
What’s included
- Accounting by program and grant.
- Tracking restricted funds.
- Grant budget and expense monitoring.
- Financial reports for grantors.
- Preparation and organization of financial records for reviews and audits.
Financial Advisory & Processes
Who it’s for
Business owners and nonprofit leaders who need a clearer understanding of their finances and practical financial workflows.
What’s included
- Income and expense analysis.
- Budget development and monitoring.
- Cash flow planning.
- Profitability analysis.
- Organization of financial document workflows.
- Development of accounting procedures and internal controls.
The scope of work and pricing are agreed upon before we begin.
Each engagement includes only the services and tasks we agree on together.
Not Sure Which Service You Need?
Book a free consultation, and we’ll discuss your current accounting setup and the support that fits your business.
Book a Free Consultation