Services

Bookkeeping Services

I offer ongoing bookkeeping and advisory packages from my virtual practice in Gloucester Township — keeping your books up to date. I also offer one-time QBO services. Click a service below to learn more.

14
Years of experience
Backed by a
CPA license

Monthly Bookkeeping & Advisory

My packages go beyond just data entry. Each month you'll receive financial reports and ongoing advisory services to help your company's finances stay on track.

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QuickBooks Online Setup

Whether you're launching a new business or moving your accounting to QuickBooks Online, I can set up and optimize your QBO file from day one to ensure a solid foundation.

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QuickBooks Online Cleanup & Catchup

If your books are behind or messy, I can help get your QBO file back on track. These services pair well with an ongoing monthly bookkeeping package going forward.

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Monthly Bookkeeping & Advisory Services

I'm here to give you timely, accurate bookkeeping and clear financial reporting for your business. I'll keep your books on a schedule that works best for you — so you always have an accurate picture of your finances.

Core Plan
$300
Per Month
One checking account
One credit card
Cash bank accounting
Year-end cleanup for taxes
Monthly balance sheet and P&L
Monthly financial analysis
Monthly reports reviewed by email
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Premium Plan
$750
Per Month
All standard services, plus:
Unlimited bank accounts
Unlimited credit cards
Payroll import
Sales tax filings
Custom financial reporting
Faster response times
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QuickBooks Online Setup

When you start a new QuickBooks Online file, you have the perfect chance to set your books up correctly and make sure they're tailored specifically for your company. Starting with a clean, customized setup makes it much easier to keep accurate, reliable books as your company grows.

1

Custom chart of accounts

A custom chart of accounts built specifically for your business.

2

Bank & credit card feeds

Your bank and credit card accounts will be linked to bank feeds (when available) to ensure all transactions are imported.

3

Vendors & customers

Vendors and customers are entered to help track your payables and receivables (if applicable).

4

Clean balance sheet accounts

No distracting, erroneous balances.

5

Accurate bank reconciliations

Your books will be starting fresh and linked to bank feeds (when available).

QuickBooks Online Cleanup & Catchup

One-time services to get your books back on track — whether they need a thorough cleanup or you've simply fallen behind.

QuickBooks Online Cleanup

If your books are messed up, I can step in and get everything back on track. Whether you've been handling the bookkeeping yourself or worked with someone else in the past, messy or inaccurate records can make it hard to understand how your business is doing. My cleanup service gives you clear, reliable financials so you can make confident decisions moving forward. And if you choose to continue with ongoing bookkeeping, I'll keep them in good shape as your business grows.

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QuickBooks Online Catchup

As a business owner, you have a lot on your plate. When you handle the bookkeeping yourself, it's easy to push it off. Unfortunately, you can't make accurate decisions for your business when your books are out of date. I am here to help you get your books caught up. I will work with you to get your books up to date. Not only will you have accurate financial reports, you'll be able to make informed decisions for your business, and you'll also be ready for tax time.

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