High-Level Bookkeeping & Accounting Services
From monthly bookkeeping to higher-level financial oversight, I provide experienced CPA-led support based on what your business actually needs.
Choose the Level of Financial Support Your Business Needs
Some businesses need reliable monthly bookkeeping. Others need cleanup, stronger financial oversight, or focused accounting help. I offer four core services so you can get the level of support that makes sense for your unique situation.
Monthly Bookkeeping & Financial Reporting
Cleanup &
Catch-Up Bookkeeping
Fractional Controller & Financial Oversight
Accounting Consulting & Special Projects
Monthly Bookkeeping & Financial Reporting
Your books may be up to date, but that doesn’t always mean they’re giving you the full picture.
With my monthly bookkeeping services, I go beyond recording transactions and reconciling accounts. I review the full P&L and balance sheet, validate balances, look for inconsistencies, and ask questions when something doesn’t make sense.
Depending on your needs, support may include monthly bookkeeping and reconciliations, balance-sheet review, AR/AP oversight, management reporting, cash-flow review, process improvements, and QuickBooks Online optimization.
The goal is not only to keep your accounting current, but to make sure the numbers hold up under a closer review.
Pricing is based on the volume and complexity of your business and the level of support you need.
Cleanup & Catch-Up Bookkeeping
Whether your books are simply behind or have been kept up but contain errors, I can help bring them back into a reliable, supportable state.
Cleanup work may include reconciling historical accounts, correcting misclassified transactions, reviewing balance-sheet accounts, addressing outstanding AR or AP issues, and identifying problems that need to be resolved before you can confidently rely on the financial statements.
The goal is to leave you with cleaner, more dependable books and a stronger foundation going forward.
Pricing is based on the scope and condition of the books.
Fractional Controller & Financial Oversight
You may already have someone handling the day-to-day bookkeeping. What may be missing is a higher level of financial review, guidance, and oversight.
Fractional controller support adds that next layer without the cost or commitment of a full-time controller. Depending on your needs, this may include financial statement review, balance-sheet oversight, cash-flow analysis, budgeting and forecasting, variance analysis, accounting process improvements, support with more complex accounting issues, and ongoing guidance for your internal bookkeeping or accounting staff.
The goal is to bring an experienced set of eyes to the financial side of the business, provide a resource for accounting questions and decisions, identify issues that may otherwise go unnoticed, and give you clearer financial information for decision-making.
Pricing is based on the level and complexity of support needed.
Accounting Consulting & Special Projects
Not every accounting need fits into an ongoing monthly engagement. Sometimes you need experienced support for a specific issue, project, or financial decision.
Consulting and special-project work may include QuickBooks setup or optimization, budgeting and forecasting, accounting process or workflow improvements, grant-related budgeting and accounting review, financial analysis related to business structure or accounting decisions, and guidance on specific accounting issues that fall outside the normal monthly routine.
This can be a good fit when you’re dealing with a one-time accounting matter and need experienced CPA guidance to better understand the issue, evaluate the financial impact, and determine the best way forward.
Pricing is based on the scope and complexity of the project.
