Looking for an Audit-Ready Accountant Without the Big 4 Price Tag?
I'm a CPA with 5 years of external audit/accounting experience, including hands-on QBO bookkeeping - offering expert accounting solutions to help your business stay clean, compliant, and profitable. Here's what clients book with me:
--- QUICKBOOKS ONLINE (QBO) SERVICES ---
- QBO Setup
New company file configuration - chart of accounts, opening balances, bank feeds, and settings tailored to your business.
- Cleanup and Catch-Up
Fixing messy or backdated books - correcting miscategorized transactions, reconciling backlogs, and getting you current.
- Account Reconciliation
Monthly reconciliation of bank and credit card accounts so your QBO books match your actual statements.
- Continuous Bookkeeping
Ongoing weekly or monthly transaction recording, categorization, and maintenance - so your books are always up to date.
- Customized Reporting
Tailored QBO reports - P and L by class, cash flow summaries, aging reports - built around how you actually run your business.
--- FULL-CYCLE ACCOUNTING SERVICES ---
- Accounts Payable and Receivable
Tracking what you owe and what you're owed - aging reports, follow-ups, and cash flow visibility.
- Accruals and Deferrals [CPA-level]
Period-end recognition of revenues and expenses so your financials reflect reality, not just cash movement.
- Fixed Asset Accounting [CPA-level]
Capitalization, depreciation schedules, disposal entries, and lapsing schedules in Excel or QBO.
- Payroll, Loans and Inventory
Payroll journal entries, loan amortization schedules, and inventory costing (FIFO, weighted average).
- Month-End and Year-End Close
Adjusting entries, trial balance, closing of accounts, and locked period management in QBO.
- Financial Statements Preparation [CPA-level]
Full set - Balance Sheet, Income Statement, Cash Flow Statement, and Statement of Changes in Equity - with notes under GAAP or IFRS.
- Audit Support and Workpaper Preparation [CPA-level]
Lead schedules, reconciliations, and audit-ready documentation - I know what auditors look for because I was one.
- Tax Filing Support and GAAP/IFRS Compliance
Year-end schedules for your tax preparer, plus books that meet the right accounting standards for investors or lenders.
