I handle the books. You stay in your flow.
Professional, reliable bookkeeping tailored for the small businesses of the Triangle. From monthly reconciliations to tax-ready financial reports, I help you make sense of your numbers so you can confidently grow your business.
What I provide:
Transaction categorization
Income and expense transactions will be regularly reviewed and correctly categorized, ensuring an easy tax season for you and your CPA. I can also help you track sales tax, interest paid on loans, payroll, and unpaid invoices.
Account reconciliation
Transactions recorded in QuickBooks will be compared to your actual bank and credit card statements monthly to ensure everything is correctly accounted for.
Financial statement generation
Balance sheets, income statements, and cash flow statements will be created and sent monthly, giving you valuable information for your business decisions. I can deliver insightful custom reports as well!
Catch-up work
Got a little behind? No problem! I can get your books caught up whether it’s one month or ten.

