Administrative Services:

  • Take a Step Back

    • Stuck in the weeds but need to/want to see the big picture instead? I hear you. We’ll work together to get a sense of how your business runs, define the current state of things, identify goals, and divide them into bite-sized tasks.

    • I won’t hesitate to say when I believe you need a specific expert (like a CPA, lawyer, etc.).

  • Just Organize Me

    • After some joint fact-finding, I’ll create organizational systems that you can manage going forward. These can be electronic, physical, or a hybrid.

  • Keep Organizing Me

    • Similar to the above, except we’ll define a frequency at which I will come in and handle a pre-defined set of administrative tasks for you.

Let’s work together to customize a plan that best supports you, your business, and budget.

Bookkeeping Services:

  • Catch Me Up!

    • First, I’ll clean things up! This can involve getting you set-up on Quickbooks or working with your existing Quickbooks account.

    • Once your books are up to date, we’ll create a process for you to handle that keeps the books accurate, clean, and timely.

    • Going forward, just call me if you have questions or fall behind.

  • Catch Me Up! & Day to Day Bookkeeping

    • Similar to the above, but instead of keeping the bookkeeping tasks on your to-do list, they’ll go on mine! More info on Day to Day Bookkeeping is below.

  • Day to Day Bookkeeping

    • We’ll set a frequency at which we’ll check-in so you can share your financial transaction info with me.

    • I’ll:

      • Review, journalize, and post the transactions in Quickbooks.

      • Create monthly/quarterly/annual reports for you and/or your Certified Public Accountant.

  • Other services:

    • Bill payment

    • Independent Contractor payroll

    • Discuss ways to cut costs, increase efficiency, etc.

    • Always happy to partner with your CPA