I keep the bookkeeping process straightforward and consistent.
Each month, I review and reconcile your bank and credit card activity, ensure transactions are properly categorized, and prepare clean financial records.
At the end of each period, your books are organized and ready for review, reporting, or handoff to your accountant.
Software
I primarily work with QuickBooks Online to ensure consistency, accuracy, and CPA-ready financial records.
If you’re currently using a different system, I’m happy to discuss whether a transition or alternative workflow makes sense.