Bookkeeping Services You Can Trust

Ongoing bookkeeping to keep your financial records accurate and up to date.

Includes:

• Transaction categorization

• Bank and credit card reconciliations

• General ledger maintenance

• Monthly financial reports (Profit & Loss, Balance Sheet)

• Error identification and cleanup

Ideal for business owners who want their books handled reliably each month without having to think about the day-to-day detail

Behind on your books or dealing with messy records? I can help get everything back on track.

Includes:

• Reviewing past transactions

• Correcting miscategorized entries

• Reconciling overdue accounts

• Bringing books current for tax preparation or reporting

Ideal for businesses that need a fresh start or are preparing for tax season.

Stay on top of money going out and coming in.

Accounts Payable (AP):

• Vendor bill tracking

• Expense organization

• Payment scheduling and monitoring

Accounts Receivable (AR):

• Invoice tracking

• Payment application

• Customer account monitoring

Collections Support:

• Identifying overdue accounts

• Sending payment reminders

• Tracking collection activity

Clear, customized reports to help you understand exactly where your money is going.

Reports include:

• Profit & Loss Statements

• Balance Sheets

• Cash Flow summaries

• Custom spending reports by category of your choice (e.g., utilities, subscriptions, supplies, discretionary spending)

These reports are ideal for identifying spending trends, reducing unnecessary expenses, and improving budgeting decisions.

Reports can be provided monthly or as needed.

If you work with contractors or vendors, accurate records are essential for 1099 filing. I offer 1099 support designed to make tax season easier—without stepping into CPA or tax advisory work.

Services include:

• Tracking vendor and contractor payments

• Organizing W-9 information

• Creating detailed reports showing vendor names, payment totals, and relevant identification information

• Providing CPA-ready documentation for 1099 preparation

If preferred, I can also assist with the direct preparation of 1099 forms based on the information provided, while coordinating closely with your CPA or tax professional.

Bookkeeping support isn’t just for businesses. I also offer services for individuals who want better control and visibility over their personal finances—especially when preparing for tax time.

Individual services may include:

• Personal income and expense tracking

• Monthly spending summaries

• Custom category reports based on your priorities

• Budget support and expense analysis

• Credit card and bank account reconciliations

• Receipt tracking and organization for tax purposes

• Organization of financial records to provide to your CPA or tax preparer