Our Services

Personalized Bookkeeping Services provides bookkeeping services tailored to your business’s needs for your complete peace of mind. 

Our services Include:

  • Clients that are currently up to date on their bookkeeping 

  • Review cash position 

  • Aged Accounts Receivable and Accounts Payable 

  • To date Accounts Receivable and Accounts Payable 

  • Reconcile Credit Cards and Bank Accounts 

  • Financial Reports 

  • One on One both personal and business budgeting sessions 

  • In person or virtual appointment to set budget plan
    (free when signed up as a client) 

  • Free Budget Planner when signed up as a three-month client to keep track of personal income and expenses. 

Catch up Bookkeeping Services 

For clients or small business owners who are 2 years or less behind on their bookkeeping. After providing the client with a list of past documents to gather, I will work with you one on one to determine a time frame to fix or get caught up. 

My skills include but are not limited to, time management, problem solving, organization, critical thinking, being detail oriented and communication focused.

I invite you to learn more about me or reach out today and we can talk! 

“Beware of little expenses. A small leak will sink a great ship.” -Benjamin Franklin