OUR SERVICES
We offer bookkeeping services for service-based business owners and digital product creators. Whether you're behind on your books or just tired of guessing, our services bring clarity, confidence, and calm to your finances.
Catch-Up & Clean-Up Projects

Falling behind on your bookkeeping? You're not alone. I specialize in bringing books up to date — no shame, just support. Whether it’s months or even years of untouched records, I’ll help you get caught up and gain full clarity over your business finances.
This service is perfect for you if: You’ve been putting bookkeeping on the back burner, missed a few quarters (or more), or just need a clean slate before tax season.
What’s included:
Review and categorize outstanding transactions
Reconcile past months of bank and credit card statements
Identify and correct bookkeeping errors or inconsistencies
Generate clear summary reports showing your financial position
Prep your books for easy tax filing or transition to ongoing support
Monthly Bookkeeping & Categorization

Get your books done — accurately and on time, every month. I’ll track your income and expenses, keep your accounts categorized, and ensure your reports are clean and tax-ready. No more guesswork or late-night stress.
This service is perfect for you if: You’re ready to stop doing it yourself and want a reliable bookkeeper to handle the day-to-day details.
What’s included:
Monthly transaction categorization
Bank and credit card reconciliations
Income and expense reports delivered to your inbox
Monthly check-in (email or call) to review anything unusual
Secure document storage and easy year-end prep for your tax professional
QuickBooks Online Setup & Support

Just getting started or completely lost in QBO? I’ll set up your QuickBooks Online account the right way — with clean categories, connected banks, and everything organized from day one. If you’re already set up but something feels off, I’ll help you fix it.
This service is perfect for you if: You want confidence that your QuickBooks account is set up correctly and optimized for your business.
What’s included:
Custom setup of your chart of accounts
Connection of bank, PayPal, Stripe, or credit card feeds
Setup of income/expense categories aligned with your business model
Automation rules to reduce manual work
One-on-one support session to review your setup and answer questions
Custom Reporting & Monthly Check-ins

Want to know how your business is really doing? I’ll create simple, visual reports to help you track performance and make smarter decisions. These monthly check-ins give you the clarity and peace of mind to keep moving forward confidently.
This service is perfect for you if: You want more than just data — you want insights that help you grow.
What’s included:
Custom monthly reports tailored to your goals
Easy-to-read visual breakdowns of income, expenses, and profit
Monthly check-in summary via email or call
Goal tracking and trends over time
Suggestions for improving cash flow and profitability