Customized Service to Meet Your Needs

• Categorizing and reconciling transactions
• Organizing financial data for easy reporting
• Maintaining clear and up-to-date records

• Preparing payroll summaries
• Coordinating with your payroll provider
• Ensuring employee and contractor payments are timely and accurate

• Monthly Profit & Loss Statements
• Balance Sheets
• Cash Flow Reports

Got a backlog? No worries. I’ll help you get your books cleaned up and current — without judgment.
 

As a Certified QuickBooks ProAdvisor, I offer expert support to help you get the most out of your bookkeeping software.

Here’s how I can help:

• QuickBooks Online setup and clean-up
• Chart of Accounts customization
• Monthly QuickBooks maintenance and troubleshooting
• QuickBooks tips, training, and support for you and your team
• Integration assistance (apps like payroll, invoicing, time tracking, etc.

As a CBG Partner, I offer exclusive QuickBooks discounts and specialized setup services.

• Project/Location/

               Class Tracking

• A/R Management

        Invoicing

• A/P Bill-Pay Management
• Sales/Use Tax Reporting