ACCOUNTING • TAX SUPPORT • FINANCIAL REPORTING
Bookkeeping and
financial support
for small businesses
and contractors
Reliable bookkeeping. Clear reports.
Confident decisions. Sustainable growth.
Services
What I help with
Monthly Bookkeeping
Accurate, organized and up-to-date books each month.
What's included
- Monthly transaction entry
- Expense tracking and categorization
- Organized transactions
- Account maintenance
- Month-end close
QuickBooks Cleanup & Management
Cleanup, setup, reconciliations and ongoing QuickBooks support.
What's included
- Chart of accounts setup and cleanup
- Catch-up for past periods
- Bank and credit card reconciliations
- Reporting-ready books
- Ongoing QuickBooks Online management
Financial Reporting
Clear monthly reports to help you understand your business performance.
What's included
- Financial statements
- Balance review
- General ledger maintenance
- Financial analysis
- Year-end close
Financial Operations
Accounts payable, accounts receivable, payroll coordination and expense tracking.
What's included
- Accounts payable
- Accounts receivable
- Payroll processing
- Vendor payments and management
- Expense organization
Construction Accounting
Job costing, budget tracking, vendor management and construction draw support.
What's included
- Job cost tracking
- Budget vs. actual reporting
- Construction draw support
- Vendor bills and payments
- Project profitability
Tax Support
Organized records and tax preparation support for individuals and small businesses.
What's included
- Organized year-end records
- Documents prepared for filing
- Clean books ready for your tax preparer
- Support for individuals and small businesses
