Personalized bookkeeping support for small businesses
I work with a small number of clients at a time so I can understand your business, keep your books current, and provide consistent support month after month.
Clear books, month after month
Good bookkeeping should make your records easier to understand, not harder to manage.
I help keep your transactions categorized, your accounts reviewed, and your reports clear so you can stay current without having to sort through the details alone.
What does this mean for your business?
Organized records that stay
currentRegular account review and reconciliation
Clear reports you can actually
use
My bookkeeping services are primarily provided through QuickBooks Online. I can help you get set up, organize your current-year records, and keep your books maintained month to month.
Need QuickBooks Online for your business? I can help you review plan options, set up your account, and organize the bookkeeping structure your business needs. As a Quickbooks ProAdvisor, I am able to offer eligible clients access to preferred QuickBooks pricing and discounts.
How can I support
your business?
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Support with getting your QuickBooks Online account set up correctly from the start, including basic company settings, chart of accounts review, connected bank feeds, and bookkeeping workflows.
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If you started your business or opened QuickBooks partway through the year, I can help organize your current-year income and expenses so your records are easier to maintain going forward.
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Ongoing transaction categorization, account review, and routine upkeep so your books stay organized, current, and ready to review each month.
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Bank and credit card reconciliations, plus clear financial reports that help you understand business activity and keep your records aligned with your accounts.
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QuickBooks-certified support with real bookkeeping experience
Credentials and Training:
Intuit Client Advisory Services Graduate
Intuit QuickBooks Level 2 Certified
Intuit Bookkeeping Trained
Intuit Enterprise Suite Certified
UCLA Extension Certificate in Accounting Fundamentals, Earned With Distinction
In addition to my training, I bring hands-on experience in accounting, bookkeeping, and financial operations across insurance brokerage, healthcare, banking, and small business settings.
Practical training, verified QuickBooks credentials, and real-world experience supporting organized financial records.
Get in touch
I offer free 20-minute consultations to talk through your bookkeeping needs, your current setup, and whether ongoing support makes sense for your business.
Have a question or want to schedule a consultation? Use the form, or email me directly at: