DF Bookkeeping
Numbers don’t lie— but they do get messy; I fix that
How it works
What to expect from me
I’ll sign into your Quickbooks weekly and categorize transactions for expenses, income, assets, liabilities, etc.
Monthly reconciliations for all of your business (not personal) bank, credit card, and loan accounts
Monthly report generation (more reports can be generated at request)
Profit & Loss Statement
Balance Sheet
Cash Flows Statement
Weekly questions—I'm not nosy, just passionately curious about your expenses
These are a few ways you can help keep things on track
Link your bank and credit card accounts to your Quickbooks so the feed can be updated in real time
Send copies of your bank and credit card statements monthly. The sooner I receive them the sooner I can reconcile them to Quickbooks and generate your financial statements
I don’t keep track of receipts but it’s good practice to make digital copies and save them
My Services
Monthly Bookkeeping
Weekly categorization of new transactions in your Quickbooks bank and credit card feeds, monthly account reconciliation, and monthly financial reports submitted to the company owner.
Pricing varies depending on the size of your company and complexity of the transactions
Tier 1: $250 - $500 per month
Tier 2: $500 - $750 per month
Tier 3: $750 - $1,000 per month
Quickbooks Catch-Up
Whether your bookkeeping is a few months or a few years behind, or you simply need a thorough cleanup, I can help. Businesses often request this service to meet tax deadlines or bank requirements.
My cleanup and catch-up services are offered at a fixed price, tailored to the size and complexity of your books.