No problem , many businesses begin with cleanup and financial organization before moving into ongoing monthly support.

We start with an initial review of your records, accounts, and current systems to determine:

• the condition of the bookkeeping

• the amount of catch-up work needed

• and the best support structure for your business

Cleanup and setup services may include:

• historical bookkeeping cleanup

• reconciliation corrections

• catch-up bookkeeping

• workflow organization

• and chart of accounts restructuring

After the review, you’ll receive a recommended service plan and a custom cleanup quote based on the complexity and condition of the records.

Yes. Clients maintain access to their financial data and reporting systems at all times.

Whenever possible, we work directly within the client’s existing software and platforms so business owners and authorized team members can continue viewing financial information, reports, and operational activity in real time.

We believe visibility and transparency are important parts of maintaining organized financial operations and supporting informed business decisions.

Ongoing services are typically billed on a monthly retainer basis, with pricing determined by the level of support, transaction volume, operational complexity, and scope of services provided.

Additional projects, historical cleanup, urgent requests, or work outside the agreed scope may be billed separately as needed.

To maintain accurate bookkeeping, efficient financial workflows, and reliable reporting, services are provided using established cloud-based accounting software that supports real-time collaboration and financial visibility.

Preferred Accounting Software

• QuickBooks Online (QBO)

• QuickBooks Online Advanced

• QuickBooks Online Payroll (when applicable)

As a QuickBooks Online Advanced Certified ProAdvisor, I specialize in helping small businesses use QuickBooks Online effectively for bookkeeping, month-end close, financial reporting, invoicing, expense tracking, and day-to-day financial operations.

Whenever practical, clients are encouraged to use compatible cloud-based applications that integrate with QuickBooks Online to streamline bookkeeping, document management, invoicing, payment tracking, and operational workflows.

If a business currently uses different accounting software, migration assistance and workflow recommendations may be available depending on the scope of services.

Both. I meet in person with local clients to kick things off whenever it makes sense, and use video calls for ongoing check-ins and support — giving you the flexibility of remote bookkeeping with the personal touch of a real working relationship.