Who I Work With
- US‑based small businesses using QuickBooks Online
- E‑commerce and online service businesses
- CPA / EA firms looking for reliable back‑office bookkeeping support
Services
Clean‑up & Catch‑up
- Review existing QBO file and identify issues
- Import and reconcile missing bank / credit card transactions
- Fix mis‑categorised expenses and income
- Clear old unreconciled and duplicate entries
- Make your books tax‑ready for CPA / EA
Ongoing Monthly Bookkeeping
- Monthly / weekly transaction categorisation
- Bank, credit card and payment processor reconciliations
- Accounts receivable and payable tracking (basic AR / AP)
- Monthly Profit & Loss, Balance Sheet and Cash Flow reports
- Email summary or call to review key numbers
How It Works
- Short call / WhatsApp chat: understand your business and goals.
- QBO file review: I review your QuickBooks Online and bank statements.
- Scope & quote: you get a simple proposal (one‑time clean‑up and / or monthly fee).
- Onboarding: secure access sharing and initial set‑up / corrections.
- Ongoing work: regular bookkeeping, reconciliations and monthly reporting.
Pricing Approach
Pricing depends on transaction volume, number of bank / credit card accounts, and complexity of your business. In general, I offer:
- Fixed‑fee clean‑up projects for past months / years
- Monthly retainers for ongoing bookkeeping
- Custom arrangements for CPA / EA firms with multiple end‑clients
Share a brief outline of your situation and I will respond with a transparent estimate.
Ready to discuss your books?
Use the main contact form on the home page or message me directly on WhatsApp.
Go to Contact Form Message on WhatsApp