I help service-based businesses — agencies, consultants, coaches, and contractors — fix messy books and keep them clean going forward.
Clients come to me in one of two situations: their books haven't been touched in months and tax time is creeping up, or they're tired of not knowing where their money actually goes. Either way, I get them sorted.
What I handle:
• Bookkeeping catch-up & clean-up (rebuilding balance sheets, fixing chart of accounts, closing data gaps)
• Monthly bookkeeping & bank/credit card reconciliation (98% accuracy across 20+ accounts monthly)
• Accounts payable & receivable (invoicing, collections, vendor tracking)
• Payroll journal entries (ADP, Gusto, TriNet, Paylocity, Square)
• Financial reporting (uncleared/uncategorized transaction reports, cash-in reports)
Background: 3+ years bookkeeping for multiple clients, QuickBooks Online Certified ProAdvisor, Xero Advisor Certified, BS in Management Accounting.
Tools: QuickBooks Online, Xero, SaasAnt Transactions, ClickUp, Asana, Notion, Slack, Zoom, Google Meet, Connecteam.
I communicate clearly, hit deadlines, and treat your books like my own business depends on them.
Experience: 2 - 5 years
Experience: 6 months - 1 year
Experience: 6 months - 1 year
Experience: 2 - 5 years
Experience: Less than 6 months
“They're not only loyal and hardworking, they're super detail oriented!”
- Travis OVAAnswers
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