Bookkeeping & Financial Organization • Monthly, quarterly, or annual bookkeeping • QuickBooks setup, cleanup, and training (Online & Desktop) • Chart of accounts customization • Transaction categorization and reconciliation • Financial statement preparation (Profit & Loss, Balance Sheet) • 1099 preparation and contractor tracking • Sales tax tracking and filing support Business Specialties • Income/expense tracking • Invoicing and payment reconciliation • Management of service fees • Seasonal cash flow planning • Business-related asset tracking and depreciation 📈 Advisory & Support • Budgeting and cash flow analysis • Financial system design tailored to your business • Year-end preparation for CPA or tax filing • One-on-one financial clarity sessions • Ongoing support via email, phone, or Zoom