I provide professional Bookkeeping & Reconciliation services to businesses that need accurate, dependable, and well-organized financial records. With a 20+ year background in bookkeeping, payroll, financial operations, and organizational management, I bring deep experience and proven systems to ensure your books remain clean, compliant, and ready for decision-making.
I manage full-cycle bookkeeping, including transaction categorization, vendor and customer coding, account reconciliation, discrepancy resolution, and month-end reporting. My approach is structured, detailed, and focused on maintaining accuracy across every account. Whether your books are current or require review and correction, I create a consistent monthly workflow that keeps your financials fully updated and tax-ready.
I work with QuickBooks Online, QuickBooks Desktop, Wave, and other cloud-based platforms, and I tailor my process to fit the unique needs of each business. My priority is to remove financial stress from your day-to-day operations so you can focus on running your business with confidence in your numbers.
What This Service Includes:
• Monthly bookkeeping and transaction categorization
• Bank, payment account, and loan reconciliation
• Identifying and correcting entry errors or duplications
• Proper classification of income and expenses
• Vendor, customer, and account review
• Fixing negative or inaccurate balances
• Chart of accounts organization and cleanup
• Full month-end close process
• Monthly Profit & Loss, Balance Sheet,
Optional KPI summaries and custom dashboards
Why Clients Choose Me:
• 20+ years of experience across bookkeeping, payroll, HR, administration, and financial operations
• Strong ability to diagnose and fix inconsistencies quickly
• Experience supporting multi-department, multi-entity, and fast-paced environments
• Clear communication and proactive updates
• Highly organized, process-driven, and detail-focused
• Supportive and nonjudgmental, even if the books are behind or messy
• Committed to accuracy, transparency, and reliable monthly reporting
Industries I Support:
I work with all business types, including small businesses, startups, nonprofits, contractors, service providers, and entrepreneurs across a wide range of industries.
Workflow & Collaboration:
My onboarding process includes reviewing your chart of accounts, existing setup, and financial priorities. Each month follows a consistent workflow: categorization → reconciliation → review → corrections → reporting. You receive clear summaries and can request additional reports or analysis whenever needed.
Keywords:
Bookkeeping, Reconciliation, QuickBooks Online, QBO, QuickBooks Desktop, General Ledger, Financial Reporting, Expense Categorization, Account Cleanup, Month-End Close, Accounts Payable, Accounts Receivable, Financial Statements, Small Business Bookkeeping
Let’s Get Started!