Services
Everything your books need — handled personally by Danielle. No offshore teams, no ticket queues.
Monthly Bookkeeping
Your books reconciled every month — on time, every time. I handle all bank and credit card accounts, categorize transactions using custom bank rules, and deliver clean records you and your CPA can trust.
Financial Reporting
Receive clear, readable financial statements each month: profit & loss, balance sheet, and cash flow summary. I write a short narrative so you understand what the numbers are telling you.
Accounts Receivable & Payable
Stay on top of what's owed to you and what you owe. I track outstanding invoices, monitor vendor bills, and flag anything that needs your attention before it becomes a problem.
Catch-Up Bookkeeping
Behind on your books? It happens. I'll come in and reconstruct your records from the ground up — efficiently and accurately — so you can move forward with a clean slate.
QuickBooks Setup & Cleanup
Starting fresh or inheriting a messy QBO file? I'll build or rebuild your chart of accounts, clean up miscategorized transactions, and set up rules that keep things organized going forward.
Tax-Season Preparation
When tax time comes, your books will be ready. I prepare your year-end financials, organize supporting documentation, and coordinate directly with your CPA to make the process as smooth as possible.
Not sure which services you need?
Book a free 30-minute call and we'll figure it out together.