SERVICES OFFERED:
QuickBooks Cleanup & Catch-Up
- Review and correct past transactions
- Fix miscategorized income and expenses
- Reconcile bank and credit card accounts
- Remove duplicates and resolve discrepancies
- Bring your books up to date, no matter how far behind
Monthly Bookkeeping Maintenance
- Record and categorize all financial transactions
- Perform monthly bank and credit card reconciliations
- Manage accounts payable and receivable
- Provide financial reports (Profit & Loss, Balance Sheet, Cash Flow)
- Keep your books accurate and audit-ready
Month-End & Year-End Closing
- Reconcile all accounts
- Post adjusting journal entries
- Prepare clean and accurate financial statements
- Ensure your books are ready for tax filing
TOOLS & APPROACH:
- Leverage AI-powered tools to speed up processes and improve accuracy
- Combine automation with expert review for reliable results
- Efficient workflows that save you time and reduce costs
WHY WORK WITH ME:
- Detail-oriented and dependable
- Clear communication and on-time delivery
- Fast turnaround using modern, AI-assisted processes
- Experience working with small businesses
- 100% confidentiality and data security