Services
What I Offer as an Online Bookkeeper Using QuickBooks?
Complete QuickBooks Setup and Customization
I offer full QuickBooks setup services tailored to your business needs. From creating your company file and customizing your Chart of Accounts to linking your bank accounts, setting up invoicing, and configuring tax and payroll settings — I’ll ensure your QuickBooks is organized, accurate, and easy to manage. You'll get a fully customized system that saves you time, keeps your finances clean, and grows with your business. Training and ongoing support are also available!
Setting up QuickBooks Online (QBO) accounts tailored to your business structure
Customizing your chart of accounts, invoice templates, and workflows
Integrating bank feeds and third-party apps for seamless operations
Daily/Weekly Transaction Recording
I record and categorize all your business transactions on a regular basis — including income, expenses, sales, and payments — to keep your books accurate, up to date, and ready for reporting anytime. This ensures you always know where your money is going and can make confident financial decisions.
Entering and categorizing income and expenses
Managing accounts receivable (invoicing customers, tracking payments)
Managing accounts payable (tracking bills and payments)
Bank and Credit Card Reconciliation
I regularly match your bank and credit card statements with your books to ensure every transaction is accurate and accounted for. This helps catch errors, prevent fraud, and keep your financial records clean and reliable.
Connecting your bank accounts securely
Regularly reconciling bank, credit card, and payment processor statements
Identifying and fixing discrepancies quickly
Payroll Setup and Management
I set up and manage your payroll system to ensure your employees or contractors are paid accurately and on time. This includes handling tax withholdings, direct deposits, and compliance with payroll regulations — so you can stay stress-free and focused on your business.
Setting up payroll through QuickBooks Payroll
Running employee or contractor payments
Ensuring proper tax deductions and reporting
Financial Reporting and Insights
I generate clear, easy-to-read financial reports—like Profit & Loss, Balance Sheet, and Cash Flow—so you can understand your business performance. I also provide insights to help you make smarter, data-driven decisions.
Generating key reports: Profit & Loss Statement, Balance Sheet, Cash Flow Report and Accounts Receivable and Payable Aging Reports.
Providing monthly financial summaries and customized dashboards
Highlighting financial trends and offering actionable insights
Expense Tracking and Receipt Management
I keep your business expenses organized by accurately tracking spending and managing receipts. This ensures every deduction is captured, your books stay audit-ready, and tax time is a breeze.
Using QuickBooks features like Receipt Capture
Organizing expenses for easy tax-time preparation
Categorizing and tagging for better reporting and budgeting
Tax-Ready Books
I maintain clean, accurate, and organized financial records throughout the year, so your books are always ready for tax filing—minimizing stress, saving time, and helping you avoid costly errors.
Preparing books that are clean, organized, and ready for tax filing
Collaborating directly with your CPA or tax professional
Ensuring compliance with government regulations
Cloud-Based Convenience
Access your financial data anytime, anywhere, with secure cloud-based bookkeeping. Whether you're at the office, at home, or on the go, your business finances are always within reach, providing flexibility and peace of mind.
Access to your financials anytime, anywhere
Secure document sharing and communication
Flexible service packages (weekly, monthly, quarterly support)
QuickBooks Training and Support
I provide personalized QuickBooks training to help you or your team navigate the software with ease. Whether you're a beginner or need advanced tips, I offer ongoing support to ensure you’re getting the most out of your QuickBooks system.
Offering training sessions for you or your team on how to use QuickBooks more effectively
Ongoing support for troubleshooting or system questions
What to Expect
Clarity
"Clarity ensures that the numbers make sense — not just to accountants, but to the business owner too."
Accuracy
"Without accuracy, even the clearest reports can lead you in the wrong direction."
Integrity
"Integrity in bookkeeping is about doing the right thing — even when no one is watching."