Explore Our Services
Explore our bookkeeping services designed to keep your records accurate, organized, and up to date - so you can move forward with clarity and confidence.
How I Support Your Business
Bookkeeping services designed around your business.
We take the time to understand how your business operates so your bookkeeping is structured correctly from the start. Whether you need foundational monthly support or more comprehensive management of your books, we create a clear, well-defined engagement tailored to your level of activity and complexity.
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Account Reconciliations
Transaction Classification
Financial Statements
Monthly, Quarterly, or Annual Closings
Financial Health Reviews
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Catch-up bookkeeping
Historical clean up and corrections
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Bookkeeping file review and restructuring
1099 Preparation & Filings
CPA Collaboration & Year-End Prep
Reporting Improvements
Job Costing
Budgets
Quickbooks Online/Desktop Training
Our Process
Discovery
We’ll discuss your business needs and review your current books to identify the best path forward—whether that’s a one-time clean-up or ongoing monthly support.
Planning & Engagement
Once we agree on the scope of work, we’ll formalize our partnership. This ensures expectations and timelines are clear for both of us before any technical work begins.
Systems & Review
We’ll establish your secure client portal and perform a thorough review of your ledger. This step creates an accurate, private foundation for your financial records.
Ongoing Monthly Maintenance
We handle your ongoing reconciliations and reporting. We’ll meet regularly or as needed to review your financials together so you always have the clarity needed to move forward with confidence.
Frequently Asked Questions
For additional details, feel free to explore our FAQ or reach out anytime. When you are ready to see how we can support your business, we invite you to submit an inquiry to get started."
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We provide a transparent, flat-fee proposal tailored to your specific needs rather than charging by the hour. Since every business has a different volume of transactions and complexity, we provide this quote after our initial discovery call and a brief review of your records. This ensures you have a predictable monthly cost with no surprises.
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Not at all. Many clients come to us specifically because their books need attention. We specialize in "Clean-up" projects where we untangle historical data and establish an accurate foundation so you can move forward with a clean slate.
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We believe in consistent communication, not just year-end reporting. While the daily work happens in the background, we’ll have a scheduled monthly review or a video walk through. Of course, we are always available for questions as they come up during the month.
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We focus specifically on bookkeeping and financial oversight to ensure your records are 100% accurate. While we don't file income tax returns, we work directly with your tax professional to provide them with clean, audit-ready files, which often simplifies the filing process.
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Security is built into our process. We use an encrypted, private client portal for all document sharing and communication involving sensitive data. We avoid using standard email for financial information to ensure your records stay confidential and secure.
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Yes. While every industry has its own unique nuances, the fundamentals of sound financial stewardship remain the same. We take the time to understand the specific workflows of your field—whether you are in professional services, trades, or retail—to ensure your books are accurate and meet your industry's standards.
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While we are based in Roseville and love supporting our local community, our secure cloud-based systems allow us to support businesses throughout the Greater Sacramento region. As long as we can connect securely, we can work together.
Let’s Work Together
If you're interested in working with us, complete the form with a few details about your project. We'll review your message and get back to you within 24 hours.