(503) 863-6149
monthly bookkeeping
Monthly bookkeeping Services are best for DIY entrepreneurs who have been managing their books on their own but are looking to improve their processes and delegate these tasks to a professional freeing up their precious time.
let's change the way you look at your finances...
Accounting data is accurate and makes sense
Delegating bookkeeping saves you time to focus on higher business priorities
Trustworthy professional to help sort out the headaches associated with software issues.
what you get
Diagnostic review and clean-up of YTD data.
Month-end reports (Profit and Loss and Balance statement).
Reviewing the Chart of Accounts and adjusting for client needs.
Support and Troubleshooting by email.
ready to get started?
It's wayyy easier than bookkeeping, promise.
1
Book your consultation
2
Client OnBoarding and Clean up
3
Monthly Support
faq
I only work with clients who use Quickbooks Online or Xero or plan to transition to this software.
Adjusting the frequency of services is easy!
I no longer offer training sessions for Entrepreneurs who want to learn how to do bookkeeping themselves.