Services Offered

Provides a review and preparation of your transactions, bank and credit card reconciliations and account organization on a quarterly basis. This helps you spot and respond to trends or changes in your company early, and ensures that you are prepared for your year-end ahead of time.

This service is ideal for sole proprietors or freelancers with fewer monthly transactions. This includes quarterly reports and preparation for any tax filings needed.

Monthly bookkeeping is the foundation for maintaining accurate and organized financial records for your business. What is needed on a monthly basis will vary depending on the needs of your business, with transaction entry, bank and credit card reconciliations, and monthly reports as the starting point. From there we will pinpoint the needs that you have for your business and create a specialized plan for you. This may include sales tax filing, payroll processing, accounts payable or receivable, cash flow reports, and specialized reports created and designed for your business.

If you have fallen behind with your bookkeeping and need it to be caught up or cleaned up, I'll take care of the details and get your books current, organized, and ready for year-end, tax filings, or ongoing bookkeeping. Even if you are months or years behind and feel overwhelmed, your books can still get to a place of accuracy and dependability. Once it is all completed, you will have all the transactions entered, account reconciliations brought up to date, and a clean place to start either monthly or quarterly bookkeeping going forward. At the end you will also get reports for the periods that were caught up, helping you make better decisions for your business.

Getting audited isn’t the news that any business owner wants to receive. Having someone on your side helping you get through will make the experience less stressful and may also save you time and money. I provide organized support throughout the audit process by helping prepare documentation, communicating with auditors, developing a clear action plan, providing regular updates, and ensuring follow-through on outstanding requests. My goal is to help you stay organized and supported from start to finish.

If your books are a mess, you haven’t been able to get the auditor all the information, or don’t have the time to dig into the details, that is all something that may affect their estimates of what is owing. Getting audit support can help with all of this, so much so that I have helped businesses recover tens of thousands of overestimated taxes owing.