bookkeeping & business Support

Tailored to your business.
reliable bookkeeping and behind-the-scenes support that help you stay organized, save time, and focus on growing your business.
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full-service monthly bookkeeping

Stay on top of your business finances with reliable monthly bookkeeping services designed to keep your records current, organized, and accurate. I manage your day-to-day bookkeeping so you can focus on serving your clients and growing your business. Giving you accurate books, organized finances, and greater peace of mind.

  • Transaction categorization  
  • Bank account reconciliations  
  • Credit card reconciliations  
  • Monthly financial reporting  
  • Profit & Loss statements  
  • Balance Sheet reports  
  • Review of uncategorized transactions  
  • Ongoing QuickBooks Online maintenance 
  • Ongoing monthly support 

Bookkeeping Clean up & catch up (one-time setup)

Whether your bookkeeping has fallen behind or your QuickBooks file needs attention, I’ll organize your financial records and correct common issues so you can move forward with confidence. 

  • QuickBooks file review  
  • Catch-up bookkeeping  
  • Transaction cleanup  
  • Correction of miscategorized transactions  
  • Duplicate transaction cleanup  
  • Chart of Accounts organization  
  • Bank and credit card reconciliations  
  • Financial record organization  
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quickbooks online setup (one-time setup)

Starting with the right foundation makes managing your finances easier from day one. I’ll help set up your QuickBooks Online account and organize it to support your business needs. 

  • QuickBooks Online account setup  
  • Bank and credit card connections  
  • Chart of Accounts customization  
  • Initial transaction organization  
  • Account reconciliations  
  • Accountant access setup  

financial administrative support

Light financial administrative support to keep your day-to-day operations organized.

  • Invoice & Payment Support
  • Income & Expense Tracking
  • Transaction Entry
  • Receipt & Financial Document Organization
  • Vendor & Subscription Management
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ADMINISTRATIVE
SUPPORT

Keeping your business organized, efficient, and running smoothly behind the scenes.

  • Email Management
  • Data Management
  • Calendar Management
  • Travel Research, Coordination & Booking
  • Internet Research
  • File Organization

creative support

Creating polished, on-brand visual content that supports your business and strengthens your online presence.

  • Canva Brand Design
  • Pinterest Pins
  • Marketing Materials
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CLIENT & CUSTOMER
SUPPORT

Creating a professional and positive experience for your clients and customers.

  • Inbox Monitoring
  • Customer Support & Inquiry Resolution
  • Appointment Coordination
  • Customer Service
  • Client Relationship Management
  • Client Follow-Up

COMMUNITY &
ENGAGEMENT
MANAGEMENT

Building meaningful connections and maintaining engagement within your online communities.

  • Community Management
  • Member Support
  • Audience Engagement
  • Comment & Message Management
  • Monitoring Community Platforms
  • Community Moderation
  • Social Media Community Engagement
  • Engagement Tracking
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BLOG & CONTENT
SUPPORT

Helping keep your content polished, organized, and published consistently.

  • Blog Post Proofreading & Editing
  • Blog Post Scheduling
  • Blog Comment Management
  • Content Formatting
  • Content Organization
  • Canva Graphics for Blogs & Social Media
  • Pinterest Pin Creation

PROCESS DOCUMENTATION
& ORGANIZATION

Creating clear, organized processes that improve consistency and efficiency.

  • Standard Operating Procedures
  • Workflow Documentation
  • Process Mapping
  • Task Checklists
  • Procedure Updates
  • Team Reference Guides
  • Process Organization
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Your business has big goals. Let’s make room for them.

Whether you’re feeling overwhelmed or simply ready to delagate, I’m here to provide dependable support that helps your business move forward with confidence.

Book a discovery call