Business bookkeeping
and office management.
TAILORED SOLUTIONS
BOOKKEEPING BY CHRISSY
With a blend of bookkeeping expertise and personalized solutions, I provide more than just financial organization—I offer peace of mind. My clients trust me for my precision, professionalism, and genuine care in helping them achieve their goals, reduce stress, and focus on what matters most.
See below for packaged options and a full list of services.
DOWNLOAD THE CLIENT GUIDE
PACKAGED OPTIONS
ESSENTIAL
BOOKKEEPING
For Solopreneurs &
Small Businesses
$425 per month (15 hours)
On Retainer
Essential Bookkeeping
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I clean up your bookkeeping records for accuracy and efficiency and check that all expenses are categorize correctly.
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I reconcile up to three accounts, matching transactions to your bank and credit card statements to ensure financial clarity.
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I create easy-to-read financial statements each month so
you know where your business stands, including profitability opportunities.
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You are given dedicated time to answer your financial questions and to provide guidance on any specific topic as it comes up.
ESSENTIAL
PAYROLL PLUS
For Small to
Mid-Sized Businesses
$575 per month (20 hours)
On Retainer
Essential Plus Payroll
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I enter and categorize all accounts payable and receivable, including invoice/vendor management. I process payroll for up to 5 employees and assist with quarterly tax prep and 1099 forms.
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I record checks and charges and reconcile accounts to ensure financial clarity, ensuring you stay on top of cash flow.
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I identify cost-saving and profitability opportunities and work with you to implement more efficient processes and well as expense and revenue trend analysis.
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I am available via email and text as needed to answer any financial questions and to provide guidance on any specific topic as it comes up. We also meet for a monthly 30-minute check-in.
Adirondack Aerosports
“Chrissy made scheduling and customer payments easy. What used to take me so much time takes Chrissy no time at all. I never have to think about any of it or worry. She’s organized and knows what she’s doing. So happy with her services.”
BOOKKEEPING
SERVICES
Customized as needed at an hourly rate of $35—discounts for monthly retainers.
Bookkeeping services for solopreneurs and small businesses.
Recording Financial Transactions
Posting journal entries
Managing accounts
Recording sales and receipts
Bank Reconciliation
Reconciling bank statements with financial records
Identifying discrepancies and rectifying them
Maintaining Financial Records
Organizing and updating financial records
Ensuring all financial documents are accurate and up-to-date
Archiving historical data
Preparing Financial Statements
Generating balance sheets
Creating income statements
Preparing cash flow statements
Budgeting
Assisting in the preparation of budgets
Monitoring budget performance
Accounts Payable and Receivable Management
Managing vendor and customer accounts
Ensuring timely payments and collections
Handling invoicing and billing
Expense Tracking and Management
Recording and categorizing expenses
Managing petty cash
Tracking employee reimbursements
Sales Tax Filing
Calculating sales tax liabilities
Preparing and filing sales tax returns
Financial Reporting
Generating custom financial reports
Providing periodic financial summaries for management
Audit Support
Organizing and providing financial documents for audits
Assisting in the process by providing necessary information
QuickBooks Software Management
Setting up and managing QuickBooks
Providing support for financial usage
Month-End and Year-End
Close Processes
Closing out monthly financial records
Preparing year-end financial documents for review
Cash Flow Management
Monitoring cash flow statements
Advising on cash flow issues and solutions
Vendor and Supplier Management
Managing vendor contracts and agreements
Negotiating payment terms
