Foundation Services

Get the books right and keep them reliable.

Every business needs dependable accounting. For many, it's all the support they need — accurate, up-to-date books that create a reliable financial foundation, whether that means ongoing bookkeeping, help getting caught up, or a new business set up correctly from the start.

ONGOING SUPPORT

Bookkeeping & Accounting Support

Dependable day-to-day accounting means accurate records, timely reconciliations, and books that are ready whenever you or your CPA need them.

Transaction recording
Bank & credit card reconciliations
Accounts payable / receivable support
Payroll coordination and accounting
1099 preparation and filing
Sales tax reconciliation and return preparation
Monthly P&L and balance sheet preparation and review
Year-end books organized and ready for your CPA
GETTING CAUGHT UP

Cleanup & Catch-Up Accounting

Books fall behind for all kinds of reasons. I'll help you understand where things stand, correct what needs attention, and get the accounting caught up and organized again.

Review existing books to identify issues and needed corrections
Historical transaction review and correction
Catch-up bookkeeping
Chart of accounts review and targeted revamp
STARTING STRONG

New Business Setup

Starting a business is easier when the accounting is set up properly from the beginning. I'll help you establish QuickBooks, your chart of accounts, and practical bookkeeping processes that make sense for your business.

QuickBooks setup and configuration
Chart of accounts setup tailored to your business
Bank and credit card account setup
Establish basic bookkeeping and reconciliation processes
Create a practical month-end close and reporting routine

How We Get Started

Getting started is simple.

01

A conversation

We'll talk about where your books stand today and what kind of support makes sense.

02

A quick look

I'll take a look at your books and outline exactly what's needed.

03

We get to work

Once we agree on the scope, I'll get started.

Start where you need me.Whether it's monthly support, a one-time cleanup, or setting up a new business, I'll meet you where your books stand today.

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