Expert Accounting Services for Your Business
Monthly Bookkeeping
Monthly Bookkeeping
Monthly Bookkeeping
Stay on top of your finances without the hassle! Our monthly bookkeeping service ensures your financial records are always accurate, organized, and up to date. Each month, we record, categorize, and reconcile transactions while providing detailed financial reports that give you a clear picture of your business’s performance. With real-time insights, you can make informed decisions, stay compliant, and confidently plan for growth—without the stress of managing your books alone.
Clean-Up
Monthly Bookkeeping
Monthly Bookkeeping
Bring order to your finances with our Clean-Up Bookkeeping services. If your books are disorganized, contain errors, or have misclassified transactions, we’ll identify and correct the issues to ensure accuracy and compliance. This thorough clean-up process restores clarity to your financial records, giving you a reliable foundation for future bookkeeping. With accurate books, you’ll gain the confidence to make better financial decisions and keep your business on track.
Catch-Up
Monthly Bookkeeping
Diagnostic Reviews
Get your books back on track with our Catch-Up Bookkeeping services. Whether you're behind by a few months, a year, or even several years, we quickly and accurately update your financial records. Every transaction is recorded, categorized, and reconciled, giving you a clear picture of your current financial standing. This service not only provides peace of mind but also sets you up for success—whether as a one-time solution or the first step toward consistent, stress-free bookkeeping with ongoing support."
Diagnostic Reviews
Financial Statements
Diagnostic Reviews
Ensure your QuickBooks Online is set up for success with our in-depth financial health check. This service provides a thorough analysis of your setup, reviewing your chart of accounts, transaction categorization, reconciliations, and overall organization to identify errors, misclassifications, and areas for improvement. No changes or corrections are made at this stage—it’s a detailed evaluation designed to give you clarity. You'll receive a comprehensive report with actionable insights, empowering you to optimize your bookkeeping on your own or with expert support moving forward. Plus, if you choose to move forward with our services, the cost of this evaluation can be applied toward your bookkeeping package.
Financial Statements
Financial Statements
Financial Statements
With our monthly bookkeeping services, you'll receive a customized financial report package in QuickBooks, including balance sheets, income statements, and cash flow statements—tailored to your business needs. These reports provide a clear snapshot of your company’s financial health, helping you track profitability, manage cash flow, and make informed business decisions. Whether you're preparing for tax season, assessing growth opportunities, or ensuring financial clarity for future planning, these essential reports give you the insight needed to stay in control and drive long-term success.
Other Services
Financial Statements
Financial Statements
- Online Payroll Services
- AR & AP Management
- Sales Tax Services
- 1099 Services
About Us
Sherry Pool
Chelsea Pool
Chelsea Pool
With over 20 years of experience, I have specialized in streamlining operations for small businesses and entrepreneurs, empowering growth, and maximizing revenue. I aim to provide accurate and organized bookkeeping and accounting financial support that allows business owners to focus on running and growing their businesses. I'm dedicated to helping our clients achieve clarity and confidence in their finances, helping them make better financial decisions, and paving the way for long-term success.
Chelsea Pool
Chelsea Pool
Chelsea Pool
Since 2015, I've been immersed in the world of bookkeeping, combining my passion for organization with my dedication to client success. My experience started as a karate sensei, where I managed finances and worked directly with customers, laying the foundation for my exceptional attention to detail and customer service. Today, I specialize in QuickBooks, payroll, and client support, ensuring every financial process runs smoothly and efficiently.
Building Success Together: Client Testimonials
Here’s a glimpse of what our clients have to say about working with us—real quotes of trust, partnership, and success that show the impact we’ve made together.
CERTIFICATIONS
QuickBooks Online
QuickBooks Online Advanced
QuickBooks Online Advanced
QuickBooks Online Advanced
QuickBooks Online Advanced
QuickBooks Online Advanced