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

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

Discounts are available for new QuickBooks Online subscriptions.

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


View Bookkeeping Packages



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

  • Subcontractors- preparation of yearly IRS 1099 forms
  • Preparation of yearly 1096 IRS transmittal
  • Employees- Preparation of yearly W-2 forms
  • ACA 1095 forms if applicable
  • Annual information package prepared in digital format for your accountant 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 company file for you. If you don’t have an accounting system I can get you a discount on a QuickBooks Online subscription and set it up for you.  You will receive a discounted rate on this service if signing up for a bookkeeping package at the same time.

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!