Services and rates

Here are the bookkeeping duties I can take care of for you:

  • Reconciling your bank accounts
  • Reconciling your credit card accounts
  • Tracking expenses
  • Invoicing your customers/clients
  • Paying your bills
  • General ledger entries
  • Generating reports
  • Creating the trial balance
  • Creating the Balance Sheet
  • Creating the Income Statement (Profit and Loss Statement)
  • Creating the Statement of Cash Flows
  • Setting up Quickbooks Online
  • Mapping out a workflow for using cloud-based bookkeeping
  • Pulling together the records needed by your tax professional

Rates are based on the number of transactions you have in a typical month and the services that you need so you will never pay for services that you won’t use.