Services
Monthly Bookkeeping
Full-service bookkeeping including bank and credit card reconciliations, accounts payable and receivable, and monthly financial statements prepared in line with GAAP so you’re decision-ready and audit-ready year-round.
QuickBooks Setup & Cleanup
Initial QuickBooks setup, chart of accounts customization, historical data cleanup, and troubleshooting to ensure accurate financial records. I can migrate you from desktop to QuickBooks Online (QBO) and align your records for accurate reporting.
Real Estate & Property Support
Experience with commercial property bookkeeping, including expense tracking and CAM reconciliations – useful for landlords, property managers, and real estate partnerships.
Payroll Processing
Complete payroll services including end-to-end payroll runs, direct deposits, payroll tax filings and online payments (940, 941, & state unemployment returns such as Florida RT-6), plus year-end reporting (W-2s, 940, 941, state unemployment). Services can be performed using QuickBooks Online Payroll or integrated with your existing payroll provider (e.g., ADP, Gusto).
Custom Reporting
Tailored financial reports and basic budgeting to track cash flow, margins, and trends -giving you clear insights for smarter decisions.
1099s, Sales Tax & Audit Preparation
Preparation and filing of 1099 forms for contractors and vendors, sales tax tracking/filings where applicable, and audit preparation support (workpapers, schedules, documentation) to help you stay compliant.