Bookkeeping Services

Are your QuickBooks files messy, inaccurate, or out of sync? I don’t just clean up — I fix the foundation and help you stay on track.

I specialize in QuickBooks cleanup and ongoing support for small businesses across Northern Virginia — including Loudoun County, Fairfax, Arlington, and surrounding areas. 

Whether you're behind on reconciliations, struggling with duplicate entries, or unsure how to organize your chart of accounts, I can help restore order and confidence in your financial data.

EXAMPLE OF CLEANUP PROCESS:

• Initial File Assessment: Diagnostic of your QuickBooks Online file intended to determine the level of effort required to get your books up to date.  This typically considers: Bank & credit card reconciliations, duplicate or uncategorized transactions, chart of accounts structure, and 3rd-party app data accuracy.

• Cleanup & Corrections: I correct errors such as transactions posted to wrong accounts, duplicate vendor/customer records, incorrect journal entries, unmatched deposits or payments, unapplied credits or invoices.

• Historical Bookkeeping Catch-Up:
  If you're behind on months or years of data, we’ll bring your records up to date quickly and accurately.

• App Integration Review
  We check connected apps (Stripe, Gusto, Shopify, Square, etc.) to ensure data is syncing cleanly with QuickBooks.

• Final Review
  Once your file is clean, we walk you through the changes and give you tips on how to maintain it.

Running a business is hard enough without getting buried in receipts, spreadsheets, or confusing QuickBooks reports. 

I provide outsourced bookkeeping services tailored to small businesses across Northern Virginia — so you can focus on growth while I handle the numbers.

Whether you're a startup, solopreneur, or growing company, I’ll deliver accurate, up-to-date books and real financial insight — not just reports you don’t understand.

All bookkeeping is overseen by a Certified Public Accountant (CPA) — ensuring your numbers are accurate and ready for tax time or financial decisions.

EXAMPLE OF SERVICES OFFERED:

• Bank and credit card transaction categorization
• Monthly account reconciliations
• Review of income and expense classification
• Month-end close process for clean reporting
• Monthly Profit & Loss Statement
• Balance Sheet
• Statement of Cash Flows
• Custom reporting by class, department, or location (if needed)
• Entry and management of vendor bills and client invoices
• Payment tracking
• Aging reports to help you stay on top of cash flow
• QuickBooks Online setup and management
• App integrations (Gusto, Stripe, Shopify, Square, etc.)
• Support with external CPA requests

Frustrated with QuickBooks? Not sure if you're using it right? You’re not alone — many small business owners struggle with how to manage their day-to-day finances in QuickBooks. 

I offer custom QuickBooks training designed for entrepreneurs, office managers, and bookkeepers who want to build confidence and accuracy using QuickBooks Online.

Whether you’re just getting started or need a refresher, we’ll walk you through exactly what you need to know — and none of what you don’t.

EXAMPLES OF TRAINING TOPICS:

• QuickBooks Setup & Navigation: Choosing the right QuickBooks plan (Online vs. Desktop), setting up your chart of accounts, connecting banks and credit cards, dashboard overview, and key reports.

• Day-to-Day Tasks: Recording expenses and income, matching bank feeds, creating and sending invoices, applying payments and managing customer balances, and entering and paying bills

• Integrations: Setting up and running payroll (or syncing with Gusto/another app), understanding how sales tax works in QuickBooks, and integrating third-party tools (Stripe, Shopify, Square, etc.).

• Month-End & Reporting: Monthly reconciliation steps, running Profit & Loss, Balance Sheet, and Cash Flow reports, reviewing and correcting errors, and preparing for tax filing.