Outsourced Bookkeeping

Starting at $499/mo

Keep up with the demands of your growing business. Leave your bookkeeping needs to us and focus on the task that truly matters to you — making more profitable endeavors.

If we can’t help, we’ll connect you with someone who can.

What You Will Experience

Tracking income

Let us help you track your business revenue, we can generate invoices or connect your external sales tools to your small business accounting software (such as QuickBooks Desktop, QuickBooks Online, Xero or FreshBooks).

Track expenses

Let us track your business expenses from purchases set up on auto pay, debit card purchases, credit card purchases. If requested, we can also manage your accounts payable through Bill.com

Monthly reporting

Let us send you monthly financial reports so you can see the health of your business at a glance.

Bank reconcilation

Let us reconcile your checking, savings, credit card, and loan accounts on a monthly basis to ensure there is accuracy in your numbers.

Local tax filing

Let us help you by filling your City and State Department of Revenue excise tax returns.

Process improvement

Provide support improving and documenting your accounting processes ensuring you have a system that will grow with your business or that you can manage if you ever need to return to DIY bookkeeping.

How Our Small Business Accounting Software Training Works


See Our Sessions

Frequently Asked Questions

Yes! We provide one-on-one training or we’d love to refer you to a colleague who might be a beer financial fit. Let’s have a quick conversa- on about your needs.

Before work begins, we’ll have a conversation about the services you need and how we can help meet that need. We provide a variety of services such as recording income and expenses, reconciling bank and loan accounts, general financial reports and local tax filing.

I do not offer tax planning. If you are concerned that you might not be paying the right taxes, I encourage you to hire a tax professional.

My specialties are: software developers and business consultants. While I do work with folks in other industries, it’s important that businesses with an E-Commerce presence work with someone who specializes in that industry. I can happily provide you referrals.

Avalara regularly writes blogs on exactly this topic, I encourage you to subscribe to their RSS feed. hps://investor.avalara.com/resources/rss-feed/default.aspx

I prefer to communicate via email but if you need/want to meet, we can certainly meet via Zoom. This can be set up by scheduling an appointment on my website or by establishing a meeting schedule ahead of time.

Before we begin regular bookkeeping services, I will conduct a review of your QB file and we’ll discuss any previous errors.

I love bookkeeping but that’s different from providing financial advice or planning advice. If you need advisory services, lets talk about the advice you need and I can recommend a professional that loves offering that service.

You can also try these

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QuickBooks Training

One-on-one virtual training that empowers you with all the knowledge necessary to use QuickBooks.

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Training Subscriptions

Designed for small business owners and bookkeepers who would like recurring support. This can be used for custom training or for a hands on approach to managing your bookkeeping via Zoom.