I provide direct, professional back-office support for small businesses, specializing in creating clear financial structures. I work exclusively with QuickBooks Online to ensure your data is accessible, secure, and integrated with modern business tools.

Core Bookkeeping & Financial Management

• Accounts Payable & Receivable: Managing vendor bills, payments, and client invoicing to keep your cash flowing smoothly.

• Bank & Credit Card Reconciliations: Monthly oversight to ensure every transaction is accounted for and your books are balanced.

• Revenue Recognition: Ensuring income is recorded accurately and at the right time.

• Receipts Management: Organizing and digitizing documentation to ensure you are organized and audit-ready.

• Cash Flow Management: Monitoring your liquidity to help you plan for the weeks and months ahead.

Reporting & Data Integration

I specialize in taking raw data from your various platforms and integrating it into a cohesive financial picture.

• In-House Financial Reports: Providing regular P&L statements and balance sheets that offer clear insights into your margins.

• Payroll Administration: I manage the integration of your payroll data into your general ledger, working with your existing payroll provider (e.g., Gusto, ADP) to ensure accurate recording.

• COGS & Inventory Reporting: I provide Cost of Goods Sold tracking and inventory value updates based on client-provided reports and physical counts.

• Systems Clean-up: Reviewing and streamlining existing books to ensure your "back office" is as efficient as possible.

A Tailored Approach

Every business is different, which is why I cater my services to each client based on their needed level of support. Whether you require comprehensive daily management or high-level monthly oversight, we will build a workflow that fits your specific operations.