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Miami, South Florida · Online nationwide · I write back within one business day.

Services

The work I take off your plate.

Monthly books are the core. Catch-up, QuickBooks setup, and payroll sit around it. I do not file taxes — I keep the file your tax pro is glad to open.

A printed report, sage notebook, and coffee on a sunlit desk

01

Monthly bookkeeping

Every transaction categorized, every account matched to the bank, a profit and loss in your inbox by the 15th.

  • Bank and credit card feeds reviewed and categorized
  • Accounts matched to the bank so nothing is missing or doubled
  • Profit and loss, balance sheet, and a short plain-English recap
  • Questions answered as they come up — you email, I reply
Paper statements sorted from a pile into two neat folders

02

Catch-up bookkeeping

Months (or a year) sitting in QuickBooks? I work backward until the books are current, then keep them that way.

  • Backlog imported, sorted, and matched to statements
  • Duplicates, transfers, and personal charges flagged
  • A clean starting point your CPA can actually use
  • Then we roll into a regular monthly close
A laptop with a blurred dashboard beside a small olive plant

03

QuickBooks setup & cleanup

A chart of accounts that matches how you actually make money — not a default list that hides the story.

  • New QuickBooks Online file, or a cleanup of the one you have
  • Bank feeds connected, opening balances set, old mess archived
  • A simple way to send receipts going forward
  • A walkthrough so you know where to look (and what to ignore)
Sealed envelopes and a blank calendar on a sunlit counter

04

Payroll

Pay your people on time, with the filings in the right place. Added to monthly books when you need it.

  • Pay runs on the schedule you already use
  • Tax withholdings and filings handled with the payroll software
  • Contractors vs. employees set up the way they should be
  • Payroll lands in the books automatically each month

Next step

Tell me about the business. I’ll write back tomorrow.

A short note is enough: what you do, whether the books are current, and what you want off your plate.