I offer one time or ongoing bookkeeping services on a weekly, monthly, quarterly or yearly basis as you desire.

I specialize on QuickBooks Online but also support Wave Accounting, Freshbooks and QuickBooks Desktop version installed on a secure server.

Discounts are available for QuickBooks Online subscriptions.

bookkeeping-services* Data entry and allocating transactions in accounting software
* A/R & A/P
* Monthly Bank Reconciliation
* Reporting for Management
* Small Business Payroll
* Payroll tax filing if applicable
* Year End – W-2’s & 1099’s
* Sales Tax Reports




I can process and enter Payroll into the Third Party Provider of your choosing or if your business is located in Florida,   I can also manually calculate the gross, tax withholding and net amounts for you to print the check for your employee.


Accounts Receivable and Payable

  • Enter bills into accounting system
  • Process vendor payments utilizing online banking
  • Client invoice creation and electronic delivery
  • Prepare monthly client statements, if needed

Tax Services

  • Quarterly payroll return preparation and filing (Form 941 and State Unemployment Compensation if applicable)
  • Quarterly sales tax return preparation and filing  (available monthly if required by your state)

Year-End Tax Support Services

Sample End of Year Tax Support Package- your tax preparer will love you!
  • Subcontractors- preparation of yearly IRS 1099 forms
  • Preparation of yearly 1096 IRS transmittal
  • Employees- Preparation of yearly W-2 forms and W-3 transmittal
  • ACA 1095 forms if applicable
  • Annual information package prepared in digital format for your tax preparer including copy of your December bank statement and reconciliation report,  copies of payroll tax and sales tax filings and copies of invoices for any fixed asset purchases

Additional Services:

Accounting Software Setup – when your accounting software is set up correctly initially it moves cleanly and efficiently down the bookkeeping highway.

Catch Up Bookkeeping-  Give me your box full of receipts or a year's worth of bank statements and I can create a QuickBooks or Wave Accounting company file for you. I can provide you with a discount on your QuickBooks Online subscription.  You will receive a discounted rate for this service if signing up for a monthly bookkeeping package at the same time.

Bookkeeper Review Service- If you prefer to have your bookkeeping done in-house, but it's not being handled by a professional bookkeeper, this service helps you save money by assuring that your financial records are accurate and clean. I will review your bookkeeping on a monthly or quarterly basis and make any corrections needed for accuracy. I will also advise and train you or your staff to improve on areas of weakness.

Digitization Services-   Scanning of receipts, invoices, bank statement and credit card statements for archiving in your cloud storage service of choice or to disk.

If you need a service not listed here, please e-mail me!