As a small business owner, you know how important it is to keep your bookkeeping records accurate and up-to-date. But you also know just how challenging and time-consuming it can be when running a business like yours.

✔️You want to stay consistent when it comes to recording accurate financials.

✔️You want to ensure you're following good practices for your business bookkeeping.

✔️And, you want to reduce risk and avoid costly errors and mistakes that could lead to unexpected penalties and fees.

In my opinion, you have 2 options:

Continue to struggle to keep updated financial information for your business, wonder what happened to the money your business brought in, and continue to make poor or bad money decisions and be overwhelmed…

Or, start today by setting the foundation for your business finances, here’s how:

  1. Get started with reliable accounting software (QuickBooks Online) to help you manage your finances.

  2. Take control of your finances by accurately tracking income and expenses, and getting reliable financial data.

  3. Use the data to make informed decisions to grow your business.

You can simply invest in a bookkeeper who has the dedicated time and experience to focus on the bookkeeping for you, so you can get the most out of QuickBooks Online, and still grow your business to its full potential.

Now, can your business benefit from investing in a bookkeeper?

Bookkeeping Services

Account Assessment/Audit - Must be performed for businesses with existing QuickBooks Online accounts.

  • (All Clean-Up/Catch-Up scope of work proposals will vary based on existing QuickBooks account assessment and audit).

Bookkeeping Set-Up with QuickBooks Online

  • Complete set-up of a new QuickBooks Online account.

  • Customized chart of accounts so that it’s optimized and specific to your industry and business needs.

  • Connect bank and credit card accounts so you don’t have to spend time on manual data entry.

  • Overview of the QuickBooks Dashboard.

  • Customize invoice template.

  • Bookkeeping and QuickBooks best practices.

  • Q&A after the complete set-up.

Basic Ongoing Monthly Bookkeeping

  • Ensure all transactions are recorded in QuickBooks

  • Categorize transactions

  • Reconcile accounts

  • Financial statements (profit and loss & balance sheet)

  • Annual budget

  • Tax filing support (only)

  • Set up QuickBooks Online payroll

  • Setup and pay 1099 contractors

Basic QuickBooks Online Training

  • Introduction to Bookkeeping with QuickBooks Online

  • Overview of QuickBooks Online

  • Setting up your account

  • Navigating the QuickBooks Online dashboard

  • Creating a chart of accounts

  • Categorizing transactions

Read What Others Are Saying!

HIGHLY SKILLED AND PROFESSIONAL ADAM LEVINE, January 4, 2024 “Kimberly is very knowledgeable and turns work around quickly. She worked on my hardest accounts and got it all straightened out”. “Services Received Book cleanup, Bookkeeping, Consulting, QuickBooks consulting, QuickBooks setup, QuickBooks training.

Highly Recommend, Sheila, November 7, 2022 "Kimberly is very knowledgeable and communicates throughout the process. Her expertise has been pivotal in our business start-up. "Services Received Bookkeeping, Consulting, QuickBooks consulting.

Excellent job 2006mc, December 30, 2021 "Great, Kim was on point. Handle process on a professional level, very knowledgeable with Quickbook product."Uses QuickBooks Online Services Received Self-employed Schedule C tax.

We’re a member of the “QuickBooks ProAdvisor Program”, and we specialize in bookkeeping for small to mid-size businesses.

Our passion is helping small business owners, coaches, consultants, and tax professionals using accounting software (QuickBooks Online). We love to help business owners organize their finances and keep their bookkeeping consistent and up-to-date, giving them peace of mind, and stress-free data they can rely on.

If you need help getting your bookkeeping set up with QuickBooks Online, getting caught up on bookkeeping, or, you need help managing essential ongoing bookkeeping tasks, contact us to get a free consultation.

“Let us be a trusted ProAdvisor partner to help you manage your business finances”.