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Helping small business individuals get organized. 


Working with Financial Documents
Reading a Book


  • Managing your QuickBooks Online profile.

  • Organize and input existing transactions to current date.

  • Download and categorize monthly transactions in QuickBooks, making sure all missing information is filled in. 

  • Email monthly financial statements (typically these include Profit and Loss Report, Balance Sheet and Statement of Cash Flow).

  • Collaborate with client and accountant throughout the year.

  • Virtual meetings and/or phone calls to discuss questions or review completed work. 


  • Accounts Payable (paying company bills)

  • Accounts Receivable (invoicing clients)

  • Payroll (not manual payroll but I will work with your current payroll company: ADP, Paycor, Gusto, etc.)

  • Getting account up to date


Day 1-3: Document requests (bank and credit card statements, etc.)

Day 3-7: Transaction review and categorization

Day 8-14: Accounts reconciliation

Day 15-20: Final review and creating financial reports

Day 21: Meet with client to go over financial reports


  • QuickBooks Online ProAdvisor

  • Certified Veterinary Practice Manager

Pricing for Virtual QuickBooks Online Bookkeeping Services


Small/Medium Sized Businesses: average 2-4 business accounts (bank accounts, credit cards, loans, etc.) starting at $250 monthly

Add on services

Accounts Payable $100/month additional

Accounts Receivable $100/month additional

Payroll $50/month additional (for up to 10 employees)

Clean up/Set up work

$30 per hour worked getting books up to date

Do not see what you are looking for? I understand that each business is unique and so are your bookkeeping needs. Please reach out so I can customize a package for your specific needs.

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