WHAT I DO
QuickBooks Support
I can help with QuickBooks setup, cleanup, and training to get your business running like clockwork. Whether you're just starting out or want to fine-tune your current setup, I’ll make sure you’re getting the most out of QuickBooks.
My QuickBooks consulting services are customized to fit your business needs, keeping your financial processes smooth and accurate so you can focus on what matters—growing your business.
Year End Preparation
I can organize and total your expenses to make year-end reporting a breeze. Whether you’re filing taxes on your own or working with an accountant, I’ll have your revenue and expense totals ready for GST reporting and annual tax filing.
This service is also great for staying on top of your finances year-round. You’ll get a clear view of your spending on things like fuel, insurance, and bank fees, helping you make smarter financial decisions.
Expense Categorization
I can enter and categorize monthly transactions to help you keep track of what you're spending and where. You can analyze the data throughout the year to easily make spending adjustments in real time.
Monthly Reconciliations
I can balance QuickBooks with your bank accounts, credit cards, and loans. I can provide these services on a monthly or quarterly basis depending on the size of your business and personal preference.