Business bookkeeping in Cresson, Fort Worth, and across the country
Clean books, every month, from a bookkeeper who treats your numbers like her own.
Bookkeeping is the work of telling your business's financial story honestly and clearly. Done well, it gives you confidence: you know what came in, what went out, what you owe, what you're owed, and what your business is actually doing under the surface. Done poorly, it creates the kind of slow-burning anxiety that follows you home from work.
I've been doing this for over twenty years, and what I offer is simple: monthly bookkeeping that's accurate, complete, and on time. No surprises in March. No catch-up scrambles in December. Just a reliable monthly rhythm that keeps your business in good shape.
What's included in monthly bookkeeping
Every client engagement is shaped to the business, but most monthly bookkeeping work includes some combination of:
01
Categorizing and recording all transactions in QuickBooks Online (or your preferred software)
02
Reconciling bank accounts, credit cards, and merchant accounts
03
Managing accounts payable — bill entry, vendor records, and payment tracking
04
Managing accounts receivable — invoicing, payment application, and aging review
05
Preparing monthly financial statements: profit and loss, balance sheet, and cash flow
06
Tracking sales tax and preparing filings where applicable
07
Year-end close and preparation of clean books for your tax preparer (or for me, if I'm doing your taxes too)
08
A monthly conversation, if you want one — to walk through what the numbers are saying
One-time and project work I also handle
Not every business needs ongoing monthly support. Sometimes you just need a fresh start, or a second set of eyes. I also help with:
01
QuickBooks Online setup for new businesses
02
Books cleanup — when your QuickBooks file has gotten away from you
03
Catch-up bookkeeping — months or years of unreconciled transactions, brought current
04
Year-end close for businesses doing their own day-to-day bookkeeping
05
Pre-tax-season financial review and preparation
Who this is for
Most of my business bookkeeping clients are small business owners — sole proprietors, LLCs, and small S-corps — typically with revenue between $100K and $5M a year. I've worked with contractors, professional service firms, retailers, e-commerce businesses, healthcare practices, and creative studios. If your books are starting to feel like more than you can manage on top of running the business itself, you're exactly the person I'm built to help.
