Some of the services we can provide:

  • Setting up your QuickBooks Online (QBO) company file

  • Classifying transactions (recording your income & expenses)

  • Reconciling bank & credit card accounts

  • Generating & sending you your reports (Profit & Loss and Balance Sheet)

  • Send necessary reports to your tax preparer

Optional add-ons or additional services

  • In-depth diagnostic review of the current books with a written analysis you can take anywhere

  • 1099 forms at year end

  • Advanced income categorization

  • Customized reports

  • QBO coaching & optimization (for the DIY’ers out there), & more.

Monthly pricing varies per client, and depends upon many factors including business type, complexity, annual revenue, the level of services chosen.

Contact me for your individual business needs.

Ongoing Monthly Bookkeeping

  • • Getting you setup on QBO

    • Entering & classifying transactions so you can see where your money is being made & spent

    • Reconciling bank/credit card accounts so no transactions get missed

    • Generating & sending you Profit & Loss and Balance Sheet monthly

    • Send reports to your accountant when requested

    *Best fit for businesses that earn around $250K yearly revenue

  • Best fit for businesses that earn around $500K revenue per year, have 3-4 bank accounts to reconcile, need 1099 assistance, customer & vendor tracking, simple payroll entries. Includes customized QBO reports.

  • Best fit for businesses that earn over $500K revenue per year, have multiple loans/lines of credit to track, 4 or more bank accounts or credit cards, need advanced income categorization, complex payroll mapping (i.e. benefit/retirement or other special deductions), customized QBO reports, or have other complexities (i.e. merchant processors like Square, Stripe, PayPal, etc.)

Catch Up and/or Clean-Up services might be recommended, & are often necessary for new clients. Pricing for this service is separate from regular monthly bookkeeping and will vary depending upon scope of work (including # of years or periods to clean up) and client needs.

Things to know

  • All work beyond our initial consultation is completed from my own office (no on-site work - I do not offer office/admin type work, no paper storing, & receipts must be electronic/utilize a receipt scanner).

  • I do not offer legal business advice, tax advice, audit services, or yearly tax/any income tax preparation or payments on your behalf.

  • I’m happy to work with your CPA throughout the year to help ensure your books are ready at tax time. I really recommend having a tax accountant you can rely on for tax & business advice, and will work with them as a team in supporting your business.

One last thing >>>

I specialize in the Equine (horse) industry and have knowledge of many things horse related. I am passionate about the industry and am an avid horse rider/competitor myself.

If your equine-related business needs a bookkeeper or financial organizer, please schedule a free consultation. I’d love to hear from you and I’d LOVE to help your business succeed!