I can do almost any bookkeeping tasks you need. For some of my clients, I perform all bookkeeping tasks, from start to finish. For others, I’m on standby until they ask for help. I can do anything between these two extremes as well. However, I do not provide bill pay or invoicing services at this time. Please see the services tab for a list of my bookkeeping services.

It’s common that clients want to forget about record keeping until tax time. I strongly advise against that practice. Regular bookkeeping has two key benefits:

The first reason is that you will be able to see trends & comparisons from month to month. This can help you better plan your business and be a more informed business owner.

The second reason is that maintaining your books throughout the year makes tax preparation much faster and easier. This can save you a lot of money on tax return preparation fees.

I am a QuickBooks Online Certified ProAdvisor. As such, I only work with QuickBooks Online, not QuickBooks Desktop.

QuickBooks Online allows me to work remotely very well. Clients add me as their bookkeeper in QuickBooks, and then I can see everything they see. QuickBooks pulls in all your bank transactions for us to work with. Additionally, QuickBooks imports bank statements for most bank accounts, so there is often no need to send them to me over email.

Click here for the help article straight from QuickBooks.

I provide payroll services on a limited basis to bookkeeping clients that only need to pay themselves or a couple salaried employees. However, I will happily work with a payroll provider of your choice if you need payroll services beyond the scope I provide.

For recurring monthly services, I will send out an invoice on the last business day of each month. The invoice will include all services I performed in the month.

For one-time projects, I will send out invoices monthly (for the work I did in the month) or at project completion, whichever comes sooner.