01
Monthly bookkeeping
Your transactions categorized, accounts reconciled, and reports delivered every month. Clean books you never have to think about.
Services
Everything your books need, from one bookkeeper
Monthly service is the core. Cleanup and catch-up get you to the starting line. Reporting, cash flow, and advisory turn clean books into better decisions. Every service comes with plain-language answers, usually within a day.
02
Bookkeeping cleanup
Messy QuickBooks, duplicated transactions, categories that make no sense. Dave untangles it and hands back books you can trust.
03
Catch-up bookkeeping
Months or years behind, it happens more than you think. Dave has caught up books that sat untouched for over a year, judgment-free.
04
QuickBooks setup
A chart of accounts built around how your business actually runs, so every report you pull afterward means something.
05
Payroll support
Help getting payroll set up and recorded correctly, so wages, taxes, and filings land in the right place in your books.
06
Accounts payable & receivable
Know what you owe, who owes you, and when the money moves. Fewer late fees, fewer awkward collection calls.
07
Financial reporting
Monthly statements explained in plain language. You will know if you made money, where it went, and what to do next.
08
Cash flow, budgets & forecasting
See what is coming before it arrives. Budgets and forecasts built from your real numbers, so decisions get easier.
09
Strategy & advisory calls
A standing conversation with someone who has run small businesses for 25 years and knows how to read yours.
Not sure which service you need?
Most people aren't, and that's fine. Start with the free consultation. Dave reviews where your books stand and tells you what they need, whether that's a cleanup first, a catch-up project, or straight into a monthly rhythm. The proposal is built around your business, so there's no package-picking on your end.
Pricing varies with your volume and complexity, which is why it isn't posted here. Most owners find it costs less than they feared. There's a conversation, a look at your books, and a clear quote. That's the whole process.
Stop avoiding your books.
Book a free consultation. Dave will look at where your books stand, tell you what they need in plain language, and you will know if it's a fit. If you're embarrassed about the state of things, don't be. He's seen worse.