A bookkeeper handles the day-to-day financial organization of your business—categorizing transactions, reconciling accounts, and generating reports like profit and loss statements. An accountant typically uses that information to provide tax advice, file returns, or conduct audits. Bookkeepers keep your finances clean and current so your accountant can work efficiently when needed.

Yes, I specialize exclusively in QuickBooks Online. It’s user-friendly, secure, and allows for easy collaboration between you and your bookkeeper. If you’re not already using it, I can help you get set up and guide you through the basics.

To get started, I’ll need access to your QuickBooks Online account (or help you set one up), as well as your bank and credit card statements. We’ll also go over your current bookkeeping setup and any specific needs or goals you have for your business finances.