✨Monthly Bookkeeping
Got questions? We have the answers!
Yes! I work exclusively with QuickBooks Online and Xero.
If you’re not using any software yet—no stress! I’ll help you choose the best fit and get everything up and running with ease.😊
Yes! You’ll get a clean Profit & Loss report and a Monthly Money Scorecard showing exactly where your money’s going and your net profit percentage.
We'll need access to business checking, savings and credit card accounts. Basically any platform where you have money flowing through.
Most business accounts have a 'view-only' user account you can set up and we can figure that step out together if you need help so we keep your data secure.
Setting up "view-only" access allows us to service your account independently and removes the need for you to have to upload statements, check and deposit images, or reports each month.
High transaction volume (over 150 per month/per account)
Commingling of personal and business funds
Heavy use of paper checks
Great question! I keep things simple and focused so you get clean books and clear cash flow—without the extras you don’t need. Here’s what’s not included:
🚫 Paying bills or vendors on your behalf (Accounts Payable)
🚫 Payroll setup or processing
🚫 Inventory tracking for physical products
🚫 Tax filing or preparation
Yes, absolutely! We do require a signed engagement letter—just to keep everything crystal clear and protect both you and us. But no long-term contracts here—our services are offered month-to-month, so you can stay as long as it serves you.
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