Behind the scenes, we keep your books running smoothly.

Transaction Categorization

We keep income and expenses categorized consistently so your books stay organized and your reports make sense.

AccountReconciliation

Bank, credit card and loan accounts are reconciled regularly so balances stay accurate and discrepencies don’t linger.

Financial Reporting

Clear monthly reporting helps give you a better picture of how your business is doing and where your money is going.

Ongoing Review

We keep an eye out for uncategorized transactions, unusual activity, and anything else that needs attention before it becomes a bigger issue.

Peace of mind

Your books called They need some attention.

Fortuntely, they we’re here to help. We keep your bookkeeping organized and current throughout the year, so you know its being handled, and keep your attention where it belongs: on your business.

Clean books.
Clean numbers. Less Stress.

When your books are kept current, it’s easier to understand where your business stands, catch issues early, feel more confident inyournumbers, and make good financial decisions.

Cleaner Books

Consistent categorization and reconcilations, keeps books organized and accurate.

Financial Clarity

Up-to-date reports make it easier to make decisions, by clearly seeing whats happening in your business.

Fewer Surprises

Catching potential issues, before they become real issues, helps prevent bigger cleanup problems later.

Less Stress

Your books stay on track, giving you one less thing you have to think about.

Reliable and Detail-Oriented .

“I worked with Kathy for about two years and she’s been immensely helpful as a bookkeeper. She’s organized, responsive, trustworthy, and very detailed. I highly recommend her.”

Hilary Maslon

Google Review

Helpful and Highly Efficient.

Kathy was very helpful and cleaning up my bookkeeping that goes behind due to Covid. She’s easy to work with and provides fashion efficient service. I recommend using her for bookkeeping services for your small business. She is very familiar with QuickBooks for the Mac , Quickbooks on line and QuickBooks for windows

William Tucker

ProAdvisor Review

Keeping up is easier than catching up.

The longer bookkeeping is ignored, the louder it gets. Falling behind can cost you time, money, and a whole lot of unnecessary headaches and stress.

With consistent monthly bookkeeping

  • Transactions categorized correctly.

  • Accounts reconciled regularly.

  • Financial reports kept current.

  • Questions and discrepancies caught sooner.

  • Books stay organized throughout the year.

  • Tax time is a whole lot less painful.

  • Your books stop calling us.

Without consistent monthly bookkeeping

  • Transactions pile up.

  • Accounts don’t match.

  • Reports become less useful.

  • Questions get harder to answer later.

  • Cleanup gets bigger and more expensive.

  • Tax time becomes a scramble.

  • Your books start leaving us voicemails.

Need a personalized solution?

Your business isn’t one-size-fits all.

Your bookkeeping shouldn’t be either.

Let us customize a setup to fit your needs.

It’s not just about the books.

It’s about you too.

Simple Client Portal

Upload documents, view monthly reports and answer transaction questions on your time. No endless back-and-forth emails.

Responsive Support

No phone tree, no automated system or getting bounced around. Just a live person who knows your books and gets back to you quickly.

Clear Communication

No accounting-speak for the sake of accounting-speak. We explain what we need, what we found, and what it means in plain English