Ongoing Bookkeeping
Ongoing Bookkeeping Includes:
Financial Tracking
Regularly categorize your income and expenses so that you know exactly what is happening with your business
Record Reconciliation
Reconcile bank, credit card, and loan accounts monthly so you can trust that you have the most reliable information
Performance Reports
Deliver easy-to-grasp monthly financial reports that shed light on your business performance.
Tax Partnership
Coordinate with your CPA or tax professional to ensure that your books are accurate and compliant with accounting principles and IRS guidelines
Reliable Communication
Access personalized support via email, phone, or video
Custom Services
Tailored additional services available upon request to meet your evolving business needs.
How to Get Started?
Step 1
Schedule a free 30 minute call that works with your schedule. During this meeting, I’ll ask you questions about your business and your QuickBooks Online needs and answer any questions you have about working with me.
Step 2
If we feel like we’re a great fit to work together, you can add me as an Accountant user to your QuickBooks Online file and I will do a free, multi-step review of your books to diagnose what issues (if any) are present. I will send you a no-obligation quote proposing services based on our initial meeting and my review.
Step 3
If you decide to move forward with me, I’ll send you a service agreement and then we'll get to work getting into the flow of regular, ongoing bookkeeping.
Step 4
Breathe a sigh of relief as you finally experience the peace of mind that comes from having organized and up-to-date books.
Ongoing Bookkeeping Can Be Combined With...
Bookkeeping Catch Up/Clean Up
I get you caught up and cleaned up in QuickBooks Online so you can move forward with peace of mind and up to date books.
DIY Bookkeeping Support & QuickBooks Online Training
Learn how to keep your own books using QuickBooks Online during our virtual sessions. All sessions are recorded and homework is suggested.
Frequently Asked Questions
Outsourcing your bookkeeping tasks allows you to focus on running your business while ensuring accurate and up-to-date financial records. It also helps in avoiding potential errors and penalties that can arise from improper bookkeeping.
While I specialize in bookkeeping using QuickBooks Online, I do not offer tax preparation services. However, I can certainly provide referrals to qualified tax professionals who can assist you with your tax needs. I believe in collaborating with experts in various fields to ensure you receive comprehensive financial support.
I cater to businesses of all sizes and across various industries. I have experience working with startups, small businesses, freelancers, and larger enterprises.
I prioritize the security and confidentiality of your financial data. I utilize secure cloud-based platforms like QuickBooks Online and implement industry-standard encryption methods to safeguard your information.
Absolutely. I understand that every business is unique, so I tailor my services to meet your specific requirements.
Yes, you’ll need a QuickBooks Online subscription to utilize my bookkeeping services effectively. If you don’t have one already, I can assist you in setting it up.
You can securely upload your financial documents to my designated portal. I also accept documents via email or other secure file-sharing methods.
The pricing is based on the scope of services required and the complexity of your business needs. I offer transparent pricing with no hidden fees, and I’ll work with you to find a plan that fits your budget.