The foundation. Clean, current books that actually tell you something about your business.
Most bookkeepers hand you a P&L at the end of the month. I hand you a P&L and tell you what it means for your business.
Monthly bookkeeping is not just data entry. It is the process of making sure every transaction in your books is correctly categorized, every account is reconciled, and your financial reports reflect reality. When this is done right, your numbers become a tool you can use. When it is done wrong (or not at all), you are flying blind.
I work inside your QuickBooks Online account every month, not once a quarter, not at year-end. That means problems get caught early, not after they have compounded into a mess that takes weeks to untangle.
At the end of each month, I review and close your books. This means every transaction has been categorized, every account has been reconciled, and your financial statements are accurate and ready for review. You start each new month with a clean set of books, not a growing backlog.
Every bank account and credit card connected to your business is reconciled monthly. This catches duplicate entries, missed transactions, unauthorized charges, and timing differences between what your bank shows and what QuickBooks shows. Reconciliation is the single most important thing in bookkeeping. If your accounts are not reconciled, nothing else in your reports can be trusted.
Every transaction is reviewed and coded to the correct account in your chart of accounts. Bank feeds pull in transactions automatically, but they do not categorize them accurately. Auto-rules help, but they are not a replacement for a human reviewing what actually happened. I clean up miscategorized transactions, split transactions that belong in multiple categories, and make sure your P&L and Balance Sheet reflect how your money actually moved.
Your QBO file needs ongoing care. That includes maintaining your chart of accounts as your business changes, managing vendor and customer records, handling recurring transactions, updating bank connections when they break, and keeping your file running smoothly. I handle all of this so you do not have to learn the software.
Beyond the bookkeeping itself, every monthly client receives:
A thorough monthly review of your books. A personalized financial dashboard tailored to your business. A monthly check-in call where I walk you through your numbers, flag what is off, highlight what is trending, and answer your questions. Someone who knows your business and pays attention to it.
I do not just record your transactions and hand you a report. I read the books. I track what is fluctuating and why. I flag problems before they become emergencies. I help you understand what your numbers are telling you, not just what they are.
We start with a free 15-minute call so I can understand your business, your current bookkeeping situation, and what you need. If we are a good fit, I scope the work and give you a clear monthly rate. No surprises, no hourly billing that creeps up on you.
Book a free 15-minute call. No obligation, no sales pitch. Just a conversation about where your books are and where they need to be.
Book a Free 15-Minute Call