🎯
Company setup
Getting a new business set up correctly in QuickBooks from day one — chart of accounts, categories, and banking connections done right.
📋
Monthly bookkeeping & reconciliation
Every transaction categorized, every account reconciled, every month — so your books are always audit-ready, not just at year end.
💳
Accounts payable / receivable
Tracking what you owe vendors and what clients owe you, with nothing missed or paid twice.
⚙
QuickBooks Online setup & cleanup
Fixing a broken chart of accounts, untangling duplicate entries, and catching up months (or years) of backlog.
📊
Tax prep support & cleanup
Getting your books organized and accurate before they reach your CPA — so tax season isn’t a scramble.
📈
Financial reporting
Clear profit & loss, balance sheet, and cash flow reports you can actually read and use to make decisions.
💵
Payroll setup & processing
Getting payroll running correctly and processed on schedule, so your team gets paid right every time.
🏢
Real estate, PE & nonprofit bookkeeping
Specialized experience with real estate portfolios, private equity-owned service businesses, and small nonprofits.