My Services
Every business is different, so my support is too. Whether you need help with your books, your inbox, or your day-to-day operations, I offer the kind of dependable, personalized service that comes from more than 20 years of experience.
Bookkeeping & Accounting Support
Accurate, up-to-date books you can count on.
✓ Accounts payable and bill entry
✓ Accounts receivable and payment posting
✓ Customer invoicing and follow-up
✓ Bank and credit card reconciliations
✓ Vendor statement reconciliation
✓ Expense tracking and transaction categorization
✓ Payroll processing and payroll-related support
✓ Financial record organization and cleanup
✓ QuickBooks Desktop and QuickBooks Online support
✓ Bill.com assistance
✓ Month-end bookkeeping support
Executive & Administrative Support
The daily details, handled, so nothing falls through the cracks.
✓ Email inbox management
✓ Calendar and appointment scheduling
✓ Customer and vendor communication
✓ Phone coverage and message management, when arranged
✓ Data entry and database updates
✓ Data entry and database updates
✓ Document preparation and formatting
✓ Digital and electronic filing-system organization
✓ Proposal, estimate, and customer-record maintenance
✓ Follow-up calls and appointment confirmations
✓ General virtual office support
Support for Contractors & Small Businesses
Support built around how contractors actually work.
✓ Invoice preparation and payment tracking
✓ Customer and job information management
✓ Vendor communication and record maintenance
✓ Scheduling service calls or appointments
✓ Ordering and tracking supplies or parts
✓ Administrative support for day-to-day operations
Not Sure What You Need?
That's what the free consultation is for. We'll talk through your current needs, priorities, and systems, and I'll recommend the right level of support for your business.