Confused by your numbers? Behind on bookkeeping? Not sure if your balances are even correct?
I help business owners turn messy, stressful records into clean, reliable books they can trust.
I’m an auditor-trained accountant with strong bookkeeping fundamentals and structured accounting processes. That means no guesswork, no sloppy categorization, and no “close enough” reconciliations.
Your books are handled with precision and care.
Here's a skimmable list of services I can help you with because I know your time is valuable.
INITIAL SETUP
* QuickBooks Online or Xero account setup
* Chart of accounts organization and cleanup
ONGOING MONTHLY BOOKKEEPING
* Accurate Transaction Categorization
* Bank Reconciliation & Credit Card Reconciliation
* Accounts Receivable (AR) and Accounts Payable (AP) support
* Expense Tracking and Management
* Monthly Financial Reports (Profit and Loss, Balance Sheet)
CATCH-UP and CLEAN-UP PROJECTS
* Months (or years) behind? I’ll fix it.
* QuickBooks and Xero data corrections
* Reconciliation cleanup
* Financial Data Migration
* Custom Management Reports
SAVE PRECIOUS TIME and ENERGY, I'll hit the ground running with the following:
Accounting Tools
* Xero, QuickBooks Online, Hubdoc
Bank, Credit Card Accounts & Payment Gateways
* PayPal, Wise, Stripe, Chase
Communication Tools
* Slack, Teams, Skype, WhatsApp,
Admin Tasks Productivity
* Microsoft Word, Excel, PowerPoint, Google Workspace, Sheet, Docs, Slide, Gmail, Drive, Meet, Calendar
Video Communication Platforms
* Zoom, Loom, Calendly
Project Management Tools
* Notion
Miscellaneous
* Canva, ChatGPT, Lastpass, Recoll
What This Means for You
* Clean, reconciled books
* No more second-guessing your balances
* Accurate financial reports
* CPA-ready records
* Less stress and fewer back-and-forth messages
You focus on growing the business.
I’ll handle the numbers.
Let's talk. Send me a message with:
- Your business type
- The accounting software you're using
- What you need help with right now
- When you're available for a quick discovery call
We’ll discuss next steps and see if we’re a good fit.
MJ
P.S. The longer bookkeeping is delayed, the more expensive and stressful it becomes. Let’s fix it now.
Experience: 5 - 10 years
Applies accounting principles to maintain accurate records.
Experience: 1 - 2 years
Trained in QuickBooks Online with hands-on practice in daily bookkeeping tasks.
Experience: 5 - 10 years
Proficient in full bookkeeping, from transaction recording to reconciliations.
Experience: 2 - 5 years
Handles invoicing and tracks customer payments.
Experience: 5 - 10 years
Reviews and reconciles accounts to ensure balances are correct.
Experience: 1 - 2 years
Skilled in Xero with hands-on training in setup, transactions, and reconciliations.
Experience: 5 - 10 years
Highly experienced in matching bank statements with records and resolving differences.
Experience: 2 - 5 years
Records bills and monitors due dates to support timely payments.
Experience: 5 - 10 years
Experience: 2 - 5 years
Enters financial data accurately and consistently.
Experience: 2 - 5 years
Reviews Profit & Loss and Balance Sheet reports for accuracy.
“I can find little blocks of time to focus so we can scale this business.”
Clearman Lawyers
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