01
QuickBooks bookkeeping
Monthly bookkeeping, transaction categorization, bank and credit card reconciliations, accounts receivable and payable support, and month-end close.
02
Accounting cleanup
Historical catch-up, review of account balances, correcting misclassifications, and organizing the books so your reports start from a stronger foundation.
03
Financial analysis
Profitability review, cash flow analysis, budget versus actual reporting, trend analysis, forecasting, and decision support for owners.
04
US tax preparation
Organized tax preparation support for individuals and small businesses, including gathering financial information and preparing clean, complete records for filing.
05
Service business accounting
Accounting workflows for consultants, agencies, contractors, and other service businesses that need clear income, expense, and cash flow visibility.
06
Ecommerce accounting
Support for ecommerce sellers with sales channel activity, payout reconciliation, inventory-related records, and A2X-enabled workflows.
Tools I work with
QuickBooks Online is my primary focus, supported by experience with Xero, A2X, Oracle NetSuite, Dynamics 365, Hubdoc, Excel, Google Sheets, and Power BI.