I will do bookkeeping and reconciliation in quickbooks online

Yes, I’m happy to offer a free initial consultation/meeting to go over your unique bookkeeping needs and identify the best way I can help.

Getting started requires your accounting software login (QuickBooks Online) and relevant financial documents, including bank statements.

The timeframe varies based on how complex and extensive your transactions are. Most setups and cleanups take anywhere from a few days to a couple of weeks. I can give you a more precise estimate once I assess your specific situation.

Absolutely! I offer monthly bookkeeping services to maintain up-to-date and accurate financial records. We can work together to design a package that suits your business needs.

With certifications in QuickBooks plus more than ten years of experience in the field, I pride myself on my attention to detail, commitment to excellence, and providing tailored services that distinguish me from others.

I take your privacy seriously and securely store all shared data using industry-approved practices. If necessary, I’m more than willing to sign a Non-Disclosure Agreement (NDA) to further assure you.

While your accounts are linked to QuickBooks, I use PDF statements to verify the data, perform reconciliations, and make precise adjustments for payment processor fees like those from PayPal or Stripe.

I analyze the descriptions from your bank or credit card statements to understand the nature of each transaction. However, I don’t rely solely on those or QuickBooks' AI. If clarification is needed, I’ll prepare an Excel sheet with queries for your review.

I request access to QuickBooks online before starting to ensure your books are in the right condition for the services you're requesting. If I identify any discrepancies or issues that need to be addressed first, I’ll inform you. Once you approve the necessary corrections, I proceed with the work

To grant access in QuickBooks Online, log in, click the gear icon in the top-right corner, choose "Manage Users," then "Accounting Firms," and select "Invite"