Your QuickBooks Online Wizard 🐝✨
No project is too big or small.
As your business grows, so do your financial needs & administrative support. Workflows that once served you well might turn into pain points that take away precious time that could be spent focused on other areas of your business. That’s where I can help!
My attention to detail is what sets me apart from other bookkeepers. Every set of books I manage I give the same care and attention as if they were my own. I want you to have confidence in your financial standing so that you have accurate, real-time data when you need to make your most critical business decisions.
I am extremely comfortable navigating around QuickBooks Online. I’ve worked with clients from a variety of industries including architecture, breweries, construction, CBD, e-commerce, influencers, manufacturing, marketing, professional services, property management, remodeling, & restaurants.
I work with both accrual and cash-based clients (corporations, LLCs, and sole proprietors). It doesn’t matter where you are located - all of my services can be provided remotely. Schedule your free 60-minute consultation today!
Services Offered
All pricing is custom to your business needs.
We will work together to land at an agreed upon retainer price or hourly rate that satisfies both parties.
Basic Bookkeeping Services
Included:
Classifying all bank & credit card transactions
Troubleshooting bank syncs/connections as needed
Reviewing income statement + balance sheet for accuracy
Performing bank & credit card account reconciliations
Reconciling liability accounts on the balance sheet
**All services can be performed on a variety of frequencies (weekly, monthly, quarterly, and annually).
Premium Add-On Services
Offered:
Full financial packet preparation for your CPA (including Income Statement, Balance Sheet, & Trial Balance)
Payroll processing & set up/implementation
Accounts Receivable invoice generation
Accounts Receivable collections on aging accounts
Software research, testing, & implementations
Financial advisory services (budgeting, chart of accounts grooming, forecasting, software migration, etc)
**All services can be performed on a variety of frequencies (weekly, monthly, quarterly, annually, & one-time projects).
Virtual Executive Assistant
I also have a background in hospitality/tourism. This background paired with my experience working with many CEOs over the last decade have well equipped me to be able to offer these services in addition to my bookkeeping services.
Oftentimes while providing financial services to a client I will find myself saying “This CEO needs a solid EA.” For a variety of reasons but mostly because I can physically see that the admin tasks are becoming a huge time-suck for them. I’ve also worked with many EAs who have no business calling themselves EAs.
My services are here to bridge the gap. Some services I can offer include scheduling, travel bookings, and event coordination but they don’t stop there. I understand each business has its own unique needs so let’s chat to discover what yours are specifically!