Ongoing & specialist work
The individual pieces.
Add any of these to monthly bookkeeping, or book them on their own.
Bank Reconciliation
Every statement line matched to your ledger, differences investigated and explained rather than plugged.
For: businesses whose bank balance and books never agree.
Credit Card Reconciliation
Card activity categorized and reconciled monthly, with personal charges separated out cleanly.
For: owners running most spend through cards.
Accounts Payable
Bills entered, coded, and tracked by due date so you know what's owed and when — before it's late.
For: businesses with regular vendor and subcontractor bills.
Accounts Receivable
Invoices recorded, payments applied, and an aging report that shows who actually owes you money.
For: service businesses invoicing on terms.
Financial Reporting
P&L, balance sheet, cash summary, and comparisons by month, quarter, or class — plus what they mean.
For: owners making hiring, pricing, or borrowing decisions.
E-commerce Bookkeeping
Shopify, Amazon, Walmart, Stripe, and Square: gross sales, fees, refunds, and payouts reconciled to deposits.
For: multi-channel sellers whose payouts never match sales.
Tax-Ready Bookkeeping
Year-end books closed, supporting schedules organized, and a clean package handed to your CPA or accountant.
For: anyone who dreads the annual document hunt.
Bookkeeping Setup
New file built properly: chart of accounts, bank feeds, apps connected, opening balances, and a monthly routine.
For: new businesses, or anyone starting fresh in new software.
QuickBooks Online
Certified ProAdvisor. Setup, cleanup, bank rules, class and location tracking, and ongoing monthly bookkeeping.
Xero
Certified Advisor. Conversions, bank feeds, tracking categories, VAT/GST-aware coding, and monthly close.
Zoho Books
Organization, cleanup, recurring invoicing, and monthly bookkeeping inside the Zoho ecosystem.