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Feeling frustrated with your Books?
Or perhaps, keeping your bookkeeping up to date or even simply getting started is becoming too time-consuming. That's exactly who I enjoy helping. Small business owners who are ready to task it to someone they can trust. My mission is to create a simple, personable, yet professional environment where clients can have peace of mind with their finances.
What is bookkeeping?
According to Investopedia, bookkeeping is apart of the accounting process of recording your financial transactions in order to keep accurate financial records. Bookkeeping logs all transitions as debits and credits, which helps you make decisions about investments, operations, and financing.
Services
Services
Services for Small Businesses
Services for Small Businesses
Below is a list of bookkeeping services that I offer. Whether you see only a few things that you need or what you are interested in is not listed, please contact me for more information. I’m always happy to answer any questions and help you decide what makes the most sense for your business.
Core Services
Core Services
Free 20 minute Initial Consultation
Transaction coding and organizing
Reconcile and verify bank and credit card statements
Minimum 3 Financial Reports creation
Month-end close and review
Communication with Tax Preparer / Accountant at client's discretion
Other Services
Other Services
Accounts Receivable input and tracking
Accounts Payable bill input and payment
Expense tracking
Sales tax calculations
Class and location tracking
Projects
Projects
QuickBooks Account setup with custom chart of accounts
Clean up messy books (of all sizes and scope)
Catch up books that need updating
Bookkeeping consultations
Industry Focused
Industry Focused
Receive financial insights custom to how your business operates. Experience in a variety of industries including retail, skilled trades, and e-commerce.
Accessibility
Accessibility
Communicate directly with the owner. No rotating bookkeepers or account managers. Ownership of all client's files and reports always belong to said client.
Transparency
Transparency
All services are billed at a monthly flat rate, which means no surprises. Fees start at $300 per month including software fees. Pricing is based on transaction volume and bank account complexity.
Every business is unique and I will create a personalized proposal based on your needs and requests.
All services are tax deductible
Services for E-commerce Businesses
Services for E-commerce Businesses
I also provide bookkeeping for e-commerce businesses that use platforms like Shopify, Etsy, and Amazon. I prioritize on keeping multi-channel financials polished, accurate, and up to date through consistent monthly bookkeeping.
Core Services
Core Services
Transaction organization and oversight across accounts
Per-platform tracking and verification
Sales-to-payout matching
COGS (Cost of Goods Sold) allocation and reporting
Month-end close and reporting
Other Services
Other Services
Sales tax calculations
Periodic inventory valuation and adjustments
Multi-currency conversion and reporting
Per-product profit breakdown
Projects
Projects
Chart of Accounts restructure
System setup custom to e-commerce workflows
Clean up of errors due to integration and system sync issues
Credentials
My Process
Sign an engagement letter and upload your documents via secure link or to a private, protected client folder for safe processing.
Your books are maintained within QuickBooks Online, yet you will always have access to them.
Bookkeeping is handled on an ongoing basis, with occasional questions or clarifications requested when needed.
Books are reviewed and reconciled on a regular schedule. Reports are prepared and delivered to your secure client folder.
Questions are answered and ongoing support is provided.
About
About
Hi there!
Hi there!
Located in Birmingham, I specialize in virtual bookkeeping for small businesses, both traditional and e-commerce, across the US. I focus on accuracy, consistency, and clarity so your financials support any and all your business decisions. As your company grows, your bookkeeping needs will likely change. Our relationship will ensure you have someone competent of these changes and provide the ongoing support you need.
Contact
Contact
Call Me: (205) 202-0182
If you wish to expedite the intake process, please fill out the brief form below:
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