our services
monthly bookkeeping
Monthly Bookkeeping
Save time and improve accuracy by letting me handle your bookkeeping . . .
Here's what's included ...
- Daily/Monthly Transaction Management: Recording and categorizing all business income and expenses.
- Bank and Credit Card Reconciliation: Ensuring financial records match bank statements and accounts are balanced.
- Accounts Payable and Receivable Management: Tracking what’s owed and ensuring timely payments.
- Financial Reporting: Providing income statements, balance sheets, and cash flow statements for better business insights.
- Budgeting and Forecasting Assistance: Helping plan for future expenses and growth.
- Sales Tax Filing and Compliance: Tracking, collecting, and submitting sales tax accurately.
- Expense Tracking and Categorization: Ensuring all deductions are accounted for.
- Audit Preparation: Organizing records to ensure compliance and readiness for tax audits.
- Cloud-Based Bookkeeping Setup: Implementing tools like QuickBooks for easy access and collaboration.
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You Have Questions, We Have Answers..
A bookkeeper doesn’t just handle your numbers—they free up your time, eliminate stress, and provide the clarity you need to make smarter business decisions and grow with confidence. Now you can do what you love doing . . . run your business!
The fee varies based on the size and complexity of your business. On average, fees are $350/month. Please contact me directly for an exact quote.
Yes! We work with clients all over the US. Through cloud-based platforms and email, we’ve developed a seamless process that's easier than working on excel spreadsheets!
don't take our word for it..
"Thank you to Jeff for all of your hard work. I used to be a one-woman show and I was burning out fast. The first thing I did was outsource to Jeff for my bookkeeping and tax needs. The only regret I have is not starting sooner!"
- Julie, Owner of Empowered Functional Wellness
Tax services
Payroll
Wanting More?
I get it—sometimes you need more than just bookkeeping. That's why, in addition to keeping your books in check, I also offer tax preparation and payroll services. Whether it’s ensuring you stay compliant with the IRS or making sure your team gets paid on time, I’ve got you covered so you can focus on growing your business.
