Now Prepping 2026 Year End Projections

ACCOUNTING & QUICKBOOKS

Clean books, clear numbers, and a ProAdvisor on call.

Monthly bookkeeping, catch-up work, and QuickBooks help for small businesses. You pick what you need. It’s never all or nothing. Most work is done remotely, and in-person visits are available (Travel charges apply).

Monthly bookkeeping

I keep your books current every month: transactions categorized, bank and credit card accounts reconciled, and reports ready when you need them. Tax time becomes easy.

Catch-up & cleanup

Fallen behind, or inherited a mess? I’ll review where things stand and bring your books current, even if it’s been a few years, on a clear budget.

Year-end & compliance

1099-NEC forms for your subcontractors, sales tax filings, and books that hand off cleanly to your business tax return.

Part-time controller & business advice

Big-company experience without a full-time salary. I can help with financial statements, cash flow, deciding which expenses are deductible, and planning before year-end.

QuickBooks setup

A new QuickBooks file set up correctly from day one: chart of accounts, bank feeds, invoices and sales tax. Then I train you or your staff to use it with confidence.

QuickBooks troubleshooting & upgrades

Discrepancies, errors, damaged data files, version upgrades, and moving from QuickBooks Desktop to Online. I’ll get you back up and running quickly.

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