
Services
Bookkeeping services for small businesses
Five services, from a one-time cleanup to books kept current every month. Every one starts with a free consult.
Five services
Pick the help your books need

Monthly Bookkeeping
Your books kept current and reconciled, every month.

QuickBooks Clean Up & Set Up
Behind or just starting? A clean file you can trust.

Financial Reporting
Clear reports that show how the business is doing.

QuickBooks Online Support
Personal help to get more out of QuickBooks Online.

Custom Google Sheets
Not ready for QuickBooks? A sheet built for your business.

Not sure which?
Answer a few quick questions and get a plan that names the service that fits your business.
Monthly work or a one-time project?

- Monthly Bookkeeping: accounts reconciled and books kept current
- Financial Reporting: a report each month you can read
- Ongoing, so tax season is a handoff, not a scramble
Best when the business is running and you want it off your plate
- QuickBooks Clean Up & Set Up: a clean, correct file
- Custom Google Sheets: a tracker built for your business
- QuickBooks Online Support: help with a workflow or a question
Best when you want a reset or want to keep doing the books yourself
Service questions
Questions about my services

Do I need QuickBooks Online to work with you?
No. Most of my monthly clients use QuickBooks Online, and I can set it up for you. If your business is very small or just starting, a custom Google Sheet may fit better. Not every business is ready for accounting software, and that's okay.
My books are months behind. Can you still help?
Yes. Catching up is one of the most common reasons owners call me. I start from your bank and card statements, sort and match every transaction, reconcile each account, then hand you a clean file and a report. From there you can keep going yourself or move to monthly bookkeeping.
How do you handle Venmo, Square and Rover payouts?
I match each payout to the payments inside it and record the fees separately, so your income shows the full amount clients paid and your fees show as an expense. That is usually the tangle that makes the bank balance and QuickBooks disagree.
Can I keep doing some of my books myself?
Yes. Plenty of owners like doing their own entries. QuickBooks Online Support is built for that: I set up workflows and shortcuts that fit how you work, answer your questions and check the file, so you stay in control with less time spent.
Do you do taxes?
I'm a bookkeeper, not a tax preparer. I work alongside your CPA. I keep your books reconciled and current all year, so the person who files your return gets clean numbers and a quicker job.
Not sure which service fits?
Book a free consult, or answer a few quick questions and get an Untangle Plan first.
Advanced QuickBooks ProAdvisor
- 5.0 ★
- Google rating
- 4
- Google reviews