Less Time Managing. More Time Growing.
HOW I CAN HELP
Reliable Bookkeeping.
A Clearer View of Your Business.
I help small business owners keep their QuickBooks records current, understand their financial reports and make informed business decisions. As a QuickBooks Online Certified ProAdvisor, I provide setup, cleanup and ongoing bookkeeping, with regular conversations about what the numbers mean for your business.
My 30 years in corporate agency leadership inform how I approach budgets, processes and business priorities. I also offer business operations support to organize records, document procedures and improve everyday workflows. Based in Prescott Valley, Arizona, I work with clients locally and remotely across the United States.
SMALL BUSINESS BOOKKEEPING SERVICES
Organized Books.
Clear Numbers for Better Decisions.
From QuickBooks setup and cleanup to monthly reconciliations and reporting, I help you keep your records current and understand how your business is performing.
QuickBooks Online Level 2 Certified ProAdvisor
QuickBooks Payroll Certified ProAdvisor
QuickBooks Setup & Cleanup
Setting up QuickBooks Online or correcting existing records so you have an organized foundation for ongoing bookkeeping and financial reporting.
Catch-Up Bookkeeping
Bringing overdue bookkeeping up to date by recording transactions, reconciling accounts and identifying missing information.
Transaction Categorization
Organizing income and expenses into appropriate categories so your reports show where money comes from and how it is spent.
Bank & Credit Card Reconciliations
Comparing your QuickBooks records with bank and credit card statements each month to identify discrepancies and confirm account balances.
Accounts Payable & Receivable
Creating invoices, tracking bills and monitoring payments so you can see what customers owe you and what your business owes.
Financial Reporting
Preparing financial reports and discussing the results with you so you can understand business performance, ask questions and make informed decisions.
Payroll Support
Supporting payroll processing in QuickBooks, maintaining employee and contractor records and keeping payroll transactions organized in your books.
Sales Tax Reporting, Filing & Remittance
Tracking sales tax collected and owed, preparing returns and coordinating filings and payments based on your business’s agreed requirements.
Month-End & Year-End Close
Reviewing transactions, reconciliations and account balances at month-end and year-end so your reports are current and records are organized for your tax professional.
BUSINESS OPERATIONS SUPPORT
Clear Processes.
Smoother Day-to-Day Operations.
Alongside bookkeeping, I offer practical support to organize business records, document procedures and simplify everyday workflows, giving you more time to focus on running and growing your business.
Calendar & Email Management
Organizing your inbox, managing your calendar and coordinating appointments so you can keep track of commitments and follow-ups.
Data Entry & Record Management
Updating business records and organizing digital files so you and your team can find the information you need.
Knowledge Base & Documentation
Creating internal guides, client FAQs and reference materials so answers are easier to find and share.
Standard Operating Procedures (SOPs)
Documenting recurring processes in clear, repeatable steps so your team can work consistently and retain knowledge as responsibilities change.
Workflow Optimization
Reviewing how work gets done, identifying unnecessary steps and recommending practical changes to reduce repetitive tasks and improve handoffs.
Team Onboarding & Training Materials
Creating training guides, checklists and reference materials to help new employees and contractors understand their responsibilities and get started.
Let’s talk about your business and where I can help.
Based in Prescott Valley, Arizona, I provide bookkeeping and business operations support to clients locally and remotely across the United States. Let’s discuss what you need and whether my services are a good fit.