Simplifying Your Finances with Care and Clarity

Small Business Bookkeeping Services

  • General Ledger Maintenance

    Keep your books clean, consistent, and audit-ready with accurate general ledger management. We will ensure that every transaction is properly recorded, categorized, and maintained so your financial records stay organized and up to date. This is the foundation of good bookkeeping — and we make sure it’s done right.

  • Bank Reconciliation

    We will reconcile your bank and credit card accounts each month to ensure everything in your books matches what’s actually happening in your accounts. This helps catch errors, prevent fraud, and gives you confidence that your financials are accurate and reliable.

  • Financial Statement Preparation

    Each month (or quarter), we will prepare clear, professional financial statements — including Profit & Loss, Balance Sheet, and Cash Flow reports. These reports help you understand how your business is performing and make smarter decisions with your numbers in hand.

  • Accounts Payable & Accounts Receivable

    Track what’s coming in and what’s going out with light support for invoicing and bill management. We will help you stay on top of who owes you money, what you owe others, and ensure everything is organized and on schedule — no missed payments or lost invoices.

Personal Bookkeeping Services

  • Bank Reconciliation

    Every month, we will review and reconcile your personal checking and credit card accounts to ensure accuracy and provide peace of mind. You’ll always know your balances are correct and your finances are on track, without needing to dig through spreadsheets.

  • Bill Pay Tracking & Planning

    Stay organized and avoid late fees with a simple system to manage your recurring bills and payment schedule. Whether it’s utilities, subscriptions, or loan payments, we will help you track everything so you never miss a due date.

  • Tax Preparation Assistance

    When tax time rolls around, we will make sure your financial records are clean, organized, and ready to hand off to your CPA or tax preparer. From categorizing deductible expenses to providing year-end reports, we will help simplify the process so filing is faster and less stressful.

  • File & Document Management

    Organize and store your important financial documents in a secure and accessible way. I’ll help set up a streamlined system for things like receipts, statements, and tax forms — so everything you need is right where it should be, when you need it.