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Financial Analyst

Basic Monthly Bookkeeping

  • QuickBooks Set Up

  • Recording Bank Transactions

  • Monthly Bank Reconciliations

  • Monthly Expense Report with Graphs and Key Statistics

QuickBooks Online Set Up

We will set up your QuickBooks Account by:

  • Helping you decide which monthly plan is right for you

  • linking all your bank accounts and credit cards

  • going through one month of transactions and giving you a list of categories for those transactions

Piles of Paper
Accountant at Work

Clean Up

Basic monthly bookkeeping for previous months/years in order to bring your books up to date.

Accounts Payable/Receivable

Help with sending out client invoices and help paying vendor invoices, with prior approval.

Office Consultation

Strategy Sessions

Book a strategy session so you can:

  • better understand your business finances

  • work out a budget

  • work through any financial issues.


  • Essential and nonessential monthly expense breakdown

  • Monthly budget check in

  • Forecast income and expense based on previous months numbers.

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