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Monthly & Quarterly Bookkeeping - Accepting New Clients
offered virtually
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With year-end approaching, I’ll catch up your books, deliver tax-ready financials, and transition you to an easy monthly plan to keep things on track.
Monthly/Quarterly services include:
• Bank/credit card reconciliations
• Loans & Lines of Credit
• Fixed Assets & Depreciation
• Expense/Cost of Goods Sold Categorization
• Payroll coding (benefits/401k/loans), 1099 tracking
• AR/AP workflow & vendor management
• P&L, Balance Sheet, Cash Flow, BvA, KPIs
• Job costing, classes/locations, retainage
• Sales/Use tax summaries
Great for owners who want predictable closes, clean audit trails, and clear reporting (without hiring full-time).
About me:
•Master of Business Administration Degree
•Master of Accounting Degree
•8+ years as a controller
•U.S.-based, responsive, with references.
Pricing:
•Monthly/Quarterly: Flat fee after a quick scope call.
•Cleanup/Catch-Up: $60/hr.
Next steps:
Please reply by email with your industry, software (QBO/QBD), and what services you'll need. I’ll get back to you within 24 hours.