Professional Bookkeeping Services
Specialized financial services for trades, oilfield services, and local businesses. We handle the intricacies of your books so you can focus on operations.
Monthly Bookkeeping
Growing businesses that need consistent, clean books every month.
What's Included:
- Recording and classifying all transactions
- Reconciling bank and credit card accounts
- Maintaining clean general ledger
- Basic document management
- Direct communication for queries
Accurate monthly financial statements (Profit & Loss, Balance Sheet) delivered predictably.
Catch-Up / Cleanup
Businesses behind on their books or needing a major overhaul before tax season.
What's Included:
- Comprehensive review of current QBO file
- Reconciling months or years of backlog
- Correcting misclassified transactions
- Tying out balances to tax returns
- Establishing new chart of accounts if needed
Clean historical data and organized financials ready for current reporting and tax prep.
Monthly Reporting & Insights
Owners who want to understand their financial health without an accounting degree.
What's Included:
- Customized management reports
- Cash flow analysis
- Trend tracking over time
- Month-over-month and year-over-year comparisons
- Plain-English summary of financial health
A clear 2-page executive summary every month, plus the full monthly report. Monthly strategy calls are available with the Advisory add-on.
QuickBooks Setup & Training
New businesses or those migrating from spreadsheets/other software.
What's Included:
- Complete QBO account creation
- Industry-specific Chart of Accounts design
- Connecting bank feeds securely
- Initial list imports (customers, vendors)
- Basic workflow training for your team
A solid, scalable financial foundation and the confidence to use QBO correctly.
What I Don't Do
Clarity in our partnership is paramount. To provide the best possible bookkeeping service, I maintain strict boundaries on scope.