What I do

Everything your books need, explained without the jargon.

Bookkeeping Cleanup

Behind by a month? A year? It happens. I'll take the piles, the statements and the half-finished QuickBooks file and turn them into clean, accurate books.

  • Catch-up bookkeeping for past months or years
  • Categorizing transactions properly
  • Fixing duplicate and misposted entries
  • Getting you ready for your tax preparer

Ongoing Bookkeeping

Once you're clean, let's keep it that way. Regular bookkeeping on a schedule that fits your business.

  • Monthly or quarterly bookkeeping
  • Recording income and expenses
  • Keeping vendor and customer records tidy
  • Simple reports you can actually read

Journal Entries

The entries most software doesn't do on its own, handled correctly.

  • Accruals and prepaid expenses
  • Depreciation entries
  • Adjusting and correcting entries
  • Year-end adjustments for your CPA

Account Reconciliations

If it's not reconciled, you can't trust it. Every account matched to the statement.

  • Bank and credit card reconciliations
  • Loan and line-of-credit accounts
  • Finding missing or mystery transactions
  • Balance sheet clean-up

Month-End Close

A proper close every month, like the big companies do, sized for yours.

  • Monthly close checklist
  • Profit & loss and balance sheet
  • Review of anything that looks off
  • Plain-English summary of your month

QuickBooks Setup

Start right and everything after is easier.

  • New QuickBooks setup
  • Chart of accounts built for your business
  • Bank feeds and rules
  • Training so you know how to use it
30years

Ready to stop dreading your books?

Send Michele a quick note. Tell her what's going on and she'll tell you how she can help. No judgment about the shoebox.

Let's Talk