Areas of Service

Monthly Bookeeping

Comprehensive support for all aspects of operational accounting. This includes full-cycle Accounts Receivable (customer billing, collections, revenue recognition) and Accounts Payable (vendor setup/verification, bill review and approvals, payment processing). Services also include:

  • Journal entries

  • Fixed asset management

  • Prepaid expenses

  • Bookkeeping consultations to reduce time spent on routine tasks

  • Account reconciliations (ongoing or pre-audit)

  • Pro forma financials and projections

This is a function I currently supervise daily in my full-time role.

Budgeting Assistance – Personal & Business

Hands-on budgeting support for both individuals and businesses. Services include:

  • Expense tracking and analysis

  • Recommendations for expense reduction and cost-effective alternatives

  • Non-tax financial guidance

  • Budget projections and accountability support to help ensure the budget is maintained

QuickBooks Setup & Launch

As a QuickBooks ProAdvisor, I provide expert setup tailored to your business’s unique needs. Services include:

  • Selection of the most appropriate QuickBooks product/version

  • Full setup and onboarding

  • Exclusive discounts for ongoing clients

  • System customization based on operational workflows

Cash Flow Monitoring & Support

Cash flow is the lifeline of any small business. I help you:

  • Monitor cash inflows and outflows regularly

  • Identify trends, inefficiencies, or risks

  • Reinforce budget alignment through real-time insights

  • Build realistic forecasts and develop informed financial expectations

Sales Tax Filing & Support

End-to-end support for sales tax compliance across multiple states. Services include:

  • Sales tax account setup and state registration

  • Determining taxability of transactions

  • Ensuring nexus compliance

  • Filing and ongoing reporting

I currently manage this process as part of my full-time accounting role.

Inventory Management Support

I assist businesses in designing and implementing robust inventory control systems. Services include:

  • Inventory tracking setup for components and finished goods

  • System integration for accurate on-hand quantities

  • Book-to-physical reconciliations

  • Ongoing monitoring for accuracy and accountability

I co-developed the inventory control system currently used at my workplace.