I am a Certified QuickBooks Online Level 1 & Level 2 ProAdvisor with strong knowledge of accounting fundamentals. I help small businesses maintain accurate financial records, organize their books, and stay fully prepared for tax season or financial review.
My services include:
✔ Monthly Bookkeeping
– Categorizing all income & expense transactions
– Matching bank feed entries
– Reviewing the Chart of Accounts for accuracy
– Maintaining clean, organized records
✔ Monthly Account Reconciliation
– Reconcile bank and card accounts
– Identify and correct discrepancies
– Fix duplicate or missing transactions
– Ensure beginning and ending balances match properly
✔ Financial Reporting
– Profit & Loss (Monthly, Quarterly, YTD)
– Balance Sheet
– Transaction summaries
– Custom reports by Class, Location, or Customer/Project
✔ QuickBooks Cleanup & Catch-up
– Fix previous bookkeeping errors
– Resolve issues in Undeposited Funds
– Correct miscategorized or duplicate entries
– Fix negative A/R and A/P balances
✔ Setup & Optimization
– Set up a new QuickBooks Online account
– Configure Chart of Accounts
– Turn on useful features such as Classes, Locations, Projects, Products/Services
– Set up bank feeds and rules
I work with accuracy and attention to detail. Whether you need ongoing monthly bookkeeping or a one-time cleanup, I can help keep your records organized, reliable, and ready for decision-making.