reliable.
customized.
The right small business bookkeeper for your small business
Services
Streamlined bookkeeping that keeps your business moving forward
Quickbooks Online
Service & Maintenance
QuickBooks Online:
New account, current user, or transfer your current financial data from spreadsheets and older systems, even paper!
QuickBooks Ledger:
Expert oversight dedicated to timely, reliable, and daily record matching.
Additional resources available for your specific business.
Core Monthly maintenance
General Ledger Reconciliation: Reconcile asset and liability accounts to ensure balance sheet accuracy.
Transaction Categorization: Code revenue and expenses into proper accounts.
Bank and Credit Card Reconciliation: Verify bank feeds against statements to spot duplicate charges, bank errors, or missing entries. Banking automation or manual reconciliation ensures all your transactions are accounted for and correct.
Monthly Financial Statements: Profit & Loss statements, balance sheets, and cash flow reports
Quickbooks Education & Training
We all need training and refreshers from time to time. I would be happy to work with you to bring you up to speed, or just find services to benefit your current and future needs.
I am enrolled in continuous education for QuickBooks Online, always guaranteeing that your bookkeeper has the latest technology available with regular updating.
Chart of Accounts Customization
Chart of Accounts:
Custom tailored to track income, expenses, and specific business divisions accurately for your business.
Accounts Payable to help you keep track of your vendors and bills.
Accounts Receivable, Invoicing, and Estimates recorded and organized as you need.
We work together to set up exactly what you need for your business, and review regularly as your business needs may change.
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Meet Your Bookkeeper!
California native returning home after many years away. I was born in Orange County, growing up in Laguna Beach and finishing school in the Clear lake area. Started college at UC Davis, but wanted to get out into the "real world" for awhile, finally returning to put myself through a more affordable Chico State, graduating in 1994 with a BA in Geography. I lived in Roseville, Folsom, and Fort Bragg, then moved to Portland, Oregon where I met my Nebraskan (Go Big Red!) husband and consequently moved to his home state for 14 years.
During all of this time, I was in retail and retail management for over 30 years- pet, motorcycle, local boutique, clothing, warehouse, home improvement, tattoo shop, Farmers Market, and more. I always loved the people-oriented business with all of the merchandising, inventory and bookkeeping involved, often on a very tight budget! I was also self-employed as a bookkeeper in Oregon, and then for myself as a baker/owner(&bookkeeper) in Nebraska. This is why I choose to work with small business owners with my specialty in retail.
A few years ago, my husband and I finally made the move to California and have settled in Rocklin, where he works as an electrician. We love it here, and truly enjoy this region of the foothills and the community.
