Bookkeeping Solutions Designed Around Your Business
Whether you're starting a new business, catching up on overdue bookkeeping, or looking for dependable monthly support, I provide personalized bookkeeping services to keep your financial records accurate, organized, and up to date.
From monthly bookkeeping and financial reporting to payroll support, cleanup services, and QuickBooks Online training, I help small business owners in Omaha and nationwide understand their numbers and focus on what matters most—running and growing their businesses.
Monthly Bookkeeping & Financial Reporting
Stay organized and understand where your business stands.
Keep your financial records accurate and up to date with dependable monthly bookkeeping and clear financial reports. I'll take care of the details so you can spend less time managing transactions and more time focusing on your business.
Transaction Categorization: Accurately record and categorize business income, expenses, and transfers.
Bank & Credit Card Reconciliations: Reconcile accounts monthly, identify discrepancies, and help ensure your records agree with your statements.
Financial Reporting: Receive organized Profit & Loss and Balance Sheet reports that help you understand your business's financial performance.
Ongoing Bookkeeping Review: Monitor transactions, address discrepancies, and maintain reliable financial records throughout the year.
Accounts Payable and Receivable Administration
Stay on top of what you owe and what's owed to you.
Managing customer invoices and vendor bills can take valuable time away from your business. I help keep your payables and receivables organized so you can track outstanding balances, stay informed, and better manage your cash flow.
Accounts Payable Management: Record and organize vendor bills, monitor due dates, and help you stay on top of upcoming payments.
Accounts Receivable Tracking: Monitor customer invoices, record payments, and identify outstanding balances.
Invoice & Payment Reconciliation: Help ensure customer payments and vendor transactions are accurately reflected in your books.
Cash Flow Visibility: Maintain organized records of money coming in and going out so you can make informed financial decisions.
Keep payroll organized, accurate, and on schedule.
Payroll involves more than paying employees. From processing payroll to maintaining accurate records, I provide dependable support to help simplify payroll administration and keep your business organized.
Payroll Processing: Assist with regular payroll runs, employee earnings, deductions, and payroll records.
Payroll Setup & Onboarding: Help configure payroll systems and set up employee and contractor information.
Payroll Tax Payments & Filings: Assist with payroll tax payments, required filings, and year-end payroll reporting.
Payroll Reconciliations: Review payroll transactions and ensure wages, taxes, and related expenses are accurately recorded in your bookkeeping system.
Small Business Payroll Support
Behind on your bookkeeping? Let's get your records back on track.
Whether you've fallen behind for a few months or need help sorting through years of transactions, I can help organize your financial records, identify discrepancies, and bring your books up to date.
Historical Transaction Review: Review, organize, and categorize past income, expenses, and other transactions.
Past-Due Reconciliations: Reconcile previous months or years of bank and credit card activity.
Error & Discrepancy Resolution: Investigate duplicate transactions, incorrect categorizations, missing entries, and other bookkeeping issues.
Tax Preparation Readiness: Organize your financial records so your tax professional has more reliable information to work with.
Get a fresh start with organized books and a dependable foundation for ongoing bookkeeping.
Cleanup & Catch-Up Bookkeeping
System Setup and Review for QuickBooks® Online
Start with a QuickBooks Online system that's organized for your business.
Whether you're new to QuickBooks Online or want to make sure your existing setup is working properly, I can help configure, review, and organize your accounting system to support your day-to-day operations.
New Company Setup: Configure QuickBooks Online settings and establish an organized foundation for your financial records.
Chart of Accounts: Set up or review account categories to help ensure transactions are recorded accurately.
Bank & Credit Card Connections: Connect financial accounts and review bank feed settings to support accurate transaction tracking.
Existing Account Review: Evaluate your current setup, identify potential issues, and recommend improvements to your bookkeeping workflow.
Feel more confident managing your business finances in QuickBooks Online.
QuickBooks Online can be a valuable tool, but knowing how to use it correctly makes all the difference. I provide personalized, one-on-one training focused on your business, your questions, and the tasks you need to manage.
One-on-One Training: Learn at your own pace with guidance tailored to your experience and business needs.
Everyday QuickBooks Tasks: Get hands-on help with entering transactions, managing invoices, recording payments, and reviewing reports.
Bank Feeds & Reconciliations: Understand how to review downloaded transactions, match existing entries, and reconcile accounts.
Questions & Troubleshooting: Get clear explanations and practical guidance to help you use QuickBooks Online with greater confidence.
Personalized Training for QuickBooks® Online
Not Sure Which Bookkeeping Services Are Right for Your Business?
Whether you need ongoing bookkeeping, help catching up, or guidance with QuickBooks Online, I'd love to learn more about your business.
During a complimentary 30-minute consultation, we'll discuss your needs, answer your questions, and explore how I can help.