Monthly Bookkeeping
Categorized transactions, reconciled accounts, and a dependable month-end close.
Monthly bookkeeping and QuickBooks cleanup, with reports you can actually understand.
QuickBooks Online
Certified ProAdvisor
3-year degree path
Accelerated accounting studies at ASU
Applied training
KPMG audit simulation + Deloitte accounting simulations
Choose ongoing monthly support, a one-time cleanup, or a fresh QuickBooks setup.
Categorized transactions, reconciled accounts, and a dependable month-end close.
Backlogged months caught up and inaccurate transactions corrected.
A clean chart of accounts, connected bank feeds, and useful rules from day one.
Organized payables, receivables, due dates, and open balances.
Payroll entries, tax withdrawals, and benefit or reimbursement activity are reconciled to the books, with reporting coordinated around the records from your payroll provider.
Receive a profit and loss statement, balance sheet, and cash-flow context, along with a plain-English summary of notable changes and questions that need your attention.
Each month closes with accurate accounts, the core financial statements, and a short explanation of what the numbers mean for your business.
Bank and credit card balances are matched to statements, with discrepancies researched before they can roll into the next month.
Income and expenses are categorized consistently, and unusual or unclear activity is collected into a focused question list.
See monthly and year-to-date revenue, expenses, and profit so you can understand what the business produced.
Get a month-end snapshot of cash, outstanding obligations, owner equity, and the other balances behind the business.
Key accounts and open items are reviewed before the month is finalized, reducing the chance of surprises at tax time.
Receive a concise note on meaningful changes, missing information, and the decisions or follow-ups worth your attention.
Download a fictional café example.
Excel workbook · fictional café data
Your exact quote follows a quick review of the books.
Categorization, reconciliations, month-end close, and financial reports.
Your exact quote follows the free 15-minute review.
For books that are behind, unreconciled, or inaccurate.
I adjust your exact quote after reviewing the condition and complexity of the books.
I’m a certified QuickBooks Online ProAdvisor studying accounting at Arizona State University’s W. P. Carey School of Business.
I bring the same habits to every set of books: accuracy, dependable follow-through, and plain-English communication.
I specialize in monthly bookkeeping for service businesses: transaction categorization, reconciliations, accounts payable and receivable, payroll support, month-end close, and reports you can understand.
Before focusing on accounting, I built hands-on operations experience through team leadership as a head lifeguard and through daily cash handling in a concession environment. That work reinforced the habits I bring to bookkeeping: accuracy, clear communication, dependable follow-through, and staying calm when details need to be untangled.
The KPMG and Deloitte programs were simulation-based training, giving me structured practice with audit procedures, internal controls, financial analysis, and business reporting alongside my ASU coursework and QuickBooks certification.
The basics before you book.
Yes. I review what is wrong, then give you a clear scope and price before cleanup begins.
No. I can set up a new QuickBooks Online file or work with the one you already have.
We set up one simple digital workflow for statements, receipts, and bills during onboarding.
Monthly bookkeeping starts at $150 per month, and one-time QuickBooks cleanup starts at $200. Your exact price depends on transaction volume, the number of accounts, the condition of the books, and any additional support you need. I give you a clear quote before work begins.
I work best with owner-operated, single-location service businesses that need consistent monthly books but are not ready for an in-house accounting team. During the free review, I will tell you plainly whether the scope fits what I can support.
No. My focus is bookkeeping: keeping the records accurate, reconciled, organized, and ready for your tax professional. I can help keep year-end handoff cleaner, but tax preparation and tax advice remain with your CPA or tax preparer.
No. Access can be provided through QuickBooks Online and the secure sharing methods established during onboarding. I do not need you to send a banking password by email or text.
I group questions so your bookkeeping does not interrupt every workday. You will hear from me when records or clarification are needed, and again when the month is closed and your reports are ready.
Yes. I first review the existing file or records, identify what needs to be cleaned up, and then propose a path into QuickBooks Online and a repeatable monthly workflow.
Yes. I work with businesses in Arizona and Illinois—and nationwide—entirely remotely, so you are not limited by location.
Review, proposal, cleanup, then a dependable monthly close.
We look at the business, the books, and what is not working.
You get a defined scope, timeline, and price before work begins.
I fix the backlog and organize QuickBooks for a smoother routine.
Accounts are reconciled and clear reports arrive on schedule.
Reliable monthly books without the cost of an in-house accounting team.
Book the free review above, or reach out directly.
Take 15 minutes to walk through where things stand. No commitment and no pressure—just a clear next step.