Personalized bookkeeping
for your small business.
Services
Basic Bookkeeping
This is designated for businesses needing help with invoices, reconciliation, and basic bookkeeping. Typically, meetings are weekly or bi-weekly, ongoing, or as needed.
60 mins | $50
QuickBooks Support
Small Business & Non-Profit
I help you set up your business and learn the software. I can also swoop in and save the day if something glitches.
2 hours | $100
Quarterly Check-Ups
This service evaluates your books, helps you catch up where you’ve fallen behind, and confirms and assists with all quarterly tax needs.
4 hours | $200
Personalized Documents
Stand out with design and branding. Your invoices and estimates should represent your business. Not only am I good with numbers, but I’m also a digital designer.
Rates Vary
Additionally, I offer tailored lifestyle services to assist with everyday tasks like banking, purchasing, and scheduling.
BOOKKEEPING
SERVICES
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
Client-Forward Material
- I design personalized
invoices, receipts, client
statements, price sheets,
estimates, sales & purchase
orders, financial portfolios
for presentation, and all
other design needs.
TAILORED
LIFESTYLE
SERVICES
Managing every detail can be overwhelming. I specialize in providing seamless solutions to your day-to-day demands, giving you more time to focus on what truly matters.
Services Include:
Personal Errands:
Need help running errands? I take care of everything from bank runs to purchasing and coordinating deliveries, allowing you to focus on your priorities.
Daily Planning:
By managing your appointments, organizing your day, and ensuring all your meetings are confirmed, I bring order to your busy life.
Customized Solutions:
Your life is unique, and so are your needs. I offer personalized services tailored specifically to your lifestyle, ensuring you receive the support that best suits you.
I handle your tasks with the utmost confidentiality and professionalism. I care for the details, freeing up your schedule and giving you time to focus on more important things.
