Bank & Credit Card Reconciliation

Each month, I’ll match your bank and credit card statements to your books to ensure every dollar is accounted for.

This helps catch errors, avoid duplicates, and gives you peace of mind that your numbers are accurate and reliable.

Transaction Categorization

I’ll sort and label your income and expenses properly so you can actually understand where your money is going.

No more mystery charges or mislabeled transactions — just clean, organized records you can trust.

Basic FInancial Reports

You’ll receive key financial reports like Profit & Loss, Balance Sheet, and Cash Flow — either monthly or quarterly — so you always have a clear picture of how your business is doing.

These reports are simple, straightforward, and easy to read — no accounting jargon, just the insights you need to make confident decisions.

QuickBooks Online Support

Whether you’re just getting started or need help finding your way around QBO, I can assist with setup, cleanup, or answering those “am I doing this right?” questions.

I’ll help you use the tools you already have — no pressure, no overcomplicating things.