“Behind every good business is a great bookkeeper” - Unknown
I help providers increase profits by streamlining their bookkeeping and giving them back hours a day to focus on what is most important, running their business. My preferred platform is QuickBooks Online. In addition to general bookkeeping, my capabilities include QuickBooks set up and cleanup, customized reporting, and app integration. I have an established routine that ensures your books are kept up to date in a way that takes this critical piece of your business off your mind but keeps you abreast of what is happening in your business.
*These services are only offered to Ongoing Monthly/Quarterly clients. These are not standalone services.

The First step is a scheduled zoom meeting or phone call, whichever you prefer. During this interaction, I will get a better understanding of your business, you will get a thorough understanding of the role I can play in your business, and we will decide if we are a good fit for working together.

After learning more about your business and it’s needs, I will send over my service guide. This will allow you to understand more about what I do and my pricing. I will have you sign a few forms, setup payment arrangements, and create a schedule for follow ups.

In the final step, I will get you access to any of the apps you will be using, set up your chart of accounts, and make sure you have access to me when needed. I will also give you a list of anything that I will need access to so that I can begin taking the work off of your plate.

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