From ongoing monthly bookkeeping and payroll support to QuickBooks cleanups and complicated financial messes, I provide personalized bookkeeping services designed around your business.
Whether you need someone to manage your books every month, help you catch up, or simply figure out why your numbers don’t make sense, we’ll start where you are and create a plan that works for you.
Based in North Mankato, Minnesota and providing virtual bookkeeping services to small businesses nationwide.
Not Sure What Kind of Bookkeeping Help You Need?
That’s completely okay.
Maybe your books are behind. Maybe your bank account and financial reports don’t seem to agree. Maybe you’re spending way too much time in QuickBooks. Or maybe your business has simply grown to the point where doing your own bookkeeping no longer makes sense.
You don’t need to diagnose the problem before you reach out.
Tell me what’s happening, and we’ll figure out the best place to start.
Monthly Bookkeeping Services
Your financial reports should help you run your business—not leave you with more questions.
My monthly bookkeeping services help keep your financial records accurate, organized, and up to date so you can understand where your business stands and make decisions with better information.
- Transaction categorization and review
- Bank and credit card reconciliations
- Monthly financial statements
- Profit & Loss and Balance Sheet review
- Accounts payable and receivable support, as needed
- Sales tax support, as needed
- Payroll reconciliation, as needed
- Year-end preparation and coordination with your CPA
- Ongoing bookkeeping questions and support
This may be right for you if…
You’re tired of doing your own bookkeeping, your business is growing, you want more reliable financial information, or you’re ready to have an experienced bookkeeper keeping an eye on your numbers each month.
QuickBooks Cleanup & Catch-Up Bookkeeping
Behind on your bookkeeping? Inherited a QuickBooks file that doesn’t make sense? Have accounts that haven’t been reconciled in months—or years?
I’ve seen it before.
I’ll help identify what went wrong, clean up inaccurate or duplicate transactions, reconcile accounts, correct bookkeeping errors, and work toward getting your financial records back to a place you can trust.
Cleanup projects may include:
- Catching up months or years of bookkeeping
- Bank and credit card reconciliations
- Fixing incorrectly categorized transactions
- Cleaning up the Chart of Accounts
- Investigating unexplained balances
- Correcting historical bookkeeping errors
- Reviewing opening balances
- Cleaning up accounts receivable or accounts payable
- Preparing books for tax filing or CPA review
- Establishing better processes going forward
No judgment. No lectures. We’ll start where your books are today and figure out how to move forward.
Payroll Processing & Support
Payroll has to be accurate, timely, and compliant—and it can quickly become one more thing taking your attention away from running your business.
I provide payroll processing and bookkeeping support for small businesses using platforms including QuickBooks Online, Gusto, and ADP.
Services may include:
- Payroll processing
- Employee setup
- Payroll tax filing support or verification (typically processed by QB, ADP, Gusto)
- Payroll reconciliations
- W-2/1099 Support
Sales Tax & Year-End Bookkeeping Support
Sales tax mistakes can become expensive quickly. Accurate records and strong bookkeeping processes can help identify problems before they turn into much bigger ones.
I have extensive real-world experience working with sales tax reporting, audits, reconciliations, and complex sales tax issues—including identifying significant overpayments and helping businesses research and correct costly errors.
- Sales tax reconciliation
- Sales tax filing support
- 1099 Preparation
- Year end cleanup
- CPA coordination & collaboration
- Tax-prep readiness
Real-world experience matters. Throughout my career, I’ve identified a six-figure sales tax overpayment and helped significantly reduce a large sales tax audit assessment through detailed research and reconciliation.
Audit & Financial Cleanup Support
Sometimes bookkeeping problems go beyond uncategorized transactions.
I’ve worked through complicated audits, historical accounting issues, financial discrepancies, and situations where the numbers simply didn’t add up.
My experience includes researching transactions, reconstructing financial records, identifying accounting errors, assisting with audit documentation, and uncovering financial irregularities—including employee theft.
If you’re facing a complicated financial situation and aren’t sure where to start, let’s talk about what’s happening and determine whether I’m the right person to help.
Bookkeeping Consulting & QuickBooks Online Support
Not every business needs full-service monthly bookkeeping.
Maybe you’re comfortable handling some of the day-to-day work but need help setting up QuickBooks correctly, improving your processes, understanding your financial reports, or troubleshooting an accounting issue.
I offer bookkeeping consulting and QuickBooks Online support to help business owners build better systems and feel more confident managing their financial information.
FAQs
Can I choose only a few services?
Yes! I can create a custom bookkeeping service package just for your business – that’s why I named my business “By Design”.
Can you clean up my books before starting monthly bookkeeping?
Yes—and in many cases, I prefer to start there. Cleaning up your books first helps create a smoother transition into ongoing monthly bookkeeping and gives us a reliable starting point.
How far back can you do cleanup work?
It depends on your situation. I can help with cleanup projects covering months or even years of bookkeeping. We’ll review your tax filing history first so we can determine the right starting point without unnecessarily changing periods that have already been filed.
Do you also do taxes?
No, I categorize transactions, reconcile things and make sure you have monthly and annual reports so your CPA has everything they need to file your taxes properly! I like to be on a collaborative team with you, me and your CPA!
Will you come to my office to work?
No, all my services are offered remotely. To be fair to all my clients I remain virtual to be available to everyone.
How much is monthly bookkeeping?
Due to the complexities and differences in businesses, it all depends on your business, your volume and which services you’ll need. We work through that during our discovery call and I can provide a quote before you sign up for any services.
Not Sure Where to Start? That’s Okay.
You don’t need to know which service you need before you contact me.
Tell me a little about your business, what’s working, what’s not, and what’s keeping you up at night when it comes to your numbers.
We’ll figure out the next step together.
