Bookkeeping Services

If your books have fallen behind or gotten messy, we'll get them back on track. This includes:
- Chart of Accounts (COA) organization to make sure every transaction has a proper home
- Establishing beginning balances so your books reflect an accurate starting point
- Error corrections to fix any past mistakes and bring your file up to date
Setting up QuickBooks Online correctly saves headaches down the road. We'll handle:
- Creating your Chart of Accounts (COA) tailored to your business
- Connecting your bank accounts for automatic transaction syncing
- Integration app setup to link the tools you already use
- Invoicing formation so you can start billing clients professionally
Learn to navigate QuickBooks with confidence through training built around how you work best. Offering:
- Onsite training at your place of business
- In-person sessions in town
- Remote training if you are out of town or based outside of Central Oregon

Stay on top of your business finances all year long. This includes
- Accurate transaction entry and classification to keep your books current
- Account reconciliation to ensure your records match your bank statements
- Accounts payable and receivable management so bills get paid on time and customer payments come in as expected
- Budget planning and analysis to help you make informed decisions
- Financial reporting so you always know where your business stands
Finalize your financial reporting for a clean, complete year-end picture which includes:
- 1099 tracking and reporting for all your contractors
- CPA collaboration to make tax season smooth
- Entering post-tax adjustment entries so your books are fully reconciled and ready for the new year
Guided support is provided to prepare documents for payroll.
If additional support is needed, I will partner with your current payroll manager or a vetted third-party payroll specialist, so your data and finances always stay in sync.