SERVICES
Every engagement starts in QuickBooks Online and ends with reports you can actually use — whatever shape your books are in today.
For books that have fallen behind
✓ Full review of past transactions
✓ Bank & credit card reconciliation, month by month
✓ QuickBooks Online chart of accounts cleanup
✓ Books brought current and tax-ready
MOST POPULAR
For businesses ready for a steady rhythm
✓ Ongoing transaction categorization
✓ Monthly bank & credit card reconciliation
✓ Monthly profit & loss and balance sheet
✓ Direct access to me for questions
For owners ready to plan ahead
✓ Everything in Monthly Bookkeeping
✓ Custom financial reporting & KPI tracking
✓ Quarterly review call to talk growth
✓ Tax-season handoff package for your CPA
WHY IT\U2019S DIFFERENT
| What you get | DIY spreadsheets | QuickBooks alone | HW Bookkeeping |
|---|---|---|---|
| Hours saved each month | None | Some | Hours back |
| Monthly bank reconciliation | Manual, error-prone | Automated, unchecked | Reviewed by a human |
| Tax-ready reports | Rarely | Only if categorized correctly | Always |
| A real person to ask | Just you | A help chatbot | Me, directly |
QUESTIONS
Book a free 15-minute consultation and I\u2019ll help you figure out the right starting point.