Simplify Your Small Business Finances with Bookkeeping & Tax Services

Our bookkeeping services are designed for business owners who also rely on us for tax preparation. By keeping your books and taxes under one roof, we help you save time, reduce stress, and maximize accuracy.

Why Bundle Bookkeeping with Tax Services?

Managing your books separately from your taxes can create gaps, errors, and missed opportunities for savings. By combining bookkeeping with tax preparation, you get one complete picture of your finances. This means fewer surprises, smoother filing, and the confidence that everything is aligned from start to finish.

  • Our Services Include:

    ✅ Up to 200 transactions/month
    ✅ Monthly categorization & bank reconciliations ✅ Clean-up & catch-up bookkeeping
    ✅ Financial Reports (Profit & Loss, Balance Sheet, etc.) ✅ QuickBooks Online set-up and assistance

  • Ideal For Businesses With:

    ✅ Fewer than 5 accounts
    ✅ Low to moderate transaction volume
    ✅ No inventory or job costing ✅ No in-house payroll processing

    NOTE: We just handle the payroll bookkeeping

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Bookkeeping FAQs

  • What types of businesses do you work with?

    I specialize in small service-based business bookkeeping.

  • How often will you update my books?

    Depending on your needs, I typically update books monthly to keep your financials current and accurate.

  • What software do you use?

    I primarily use QuickBooks Online, which allows you to access your financial data anytime and easily share documents with me.

  • How do I get started?

    We'll start with a brief call (phone or virtual) to discuss your business, your bookkeeping needs, and goals. During that conversation, I'll gather the necessary details and then provide you with a customized quote.

  • What documents or information do you need from me?

    Bank and credit card statements, invoices, bills, and any other financial documents related to your business activity.

  • Can you help with payroll?

    I focus solely on bookkeeping. If you have payroll, I’ll take care of the bookkeeping side. This will allow your records to stay clean and organized.

  • Can you recommend payroll set-up?

    Yes, I can help you get set up with ADP—a trusted provider that offers great support and special pricing. Once your payroll is running, I’ll take care of the rest.

  • How will I know the status of my books?

    I update your books monthly, and you can log into your QuickBooks Online account anytime to see what’s been done. If you ever need financial reports or have questions, just let me know—I’m happy to provide them upon request.