Services
Everything Your Business Needs to Stay Financially Sound
From day-to-day bookkeeping to complex payroll runs, Jamie handles it all — personally, accurately, and on time.
Clean books, every month.
Monthly Bookkeeping
Accurate, timely bookkeeping is the foundation of a healthy business. Jamie records and categorizes every transaction, keeps your accounts current, and delivers a clear picture of where your business stands — month after month.
What's included
- Transaction recording and categorization
- Accounts payable and receivable tracking
- Monthly financial close
- Year-end preparation support
Your team gets paid right, every time.
Payroll Processing
Payroll is one of the most time-sensitive and compliance-heavy tasks a small business faces. Jamie manages the entire process — from calculating wages and deductions to filing payroll taxes — so you never have to worry about a missed deadline or a compliance issue.
What's included
- Weekly, bi-weekly, or monthly payroll runs
- Federal and state payroll tax filings
- W-2 and 1099 preparation
- Direct deposit setup and management
Every dollar accounted for.
Bank Reconciliation
Bank reconciliation catches errors, prevents fraud, and ensures your books match reality. Jamie reconciles your accounts monthly, flagging discrepancies and keeping your financial records airtight.
What's included
- Monthly bank and credit card reconciliation
- Discrepancy identification and resolution
- Fraud detection support
- Clean audit trail maintenance
Insight you can act on.
Financial Reporting
Good decisions start with good data. Jamie prepares clear, meaningful financial reports — profit and loss statements, balance sheets, cash flow summaries — that give you the insight you need to run your business confidently.
What's included
- Profit & loss statements
- Balance sheet preparation
- Cash flow analysis
- Custom reports on request
Get your QuickBooks running right.
QuickBooks Setup & Cleanup
Whether you're setting up QuickBooks for the first time or untangling months of messy data, Jamie has you covered. As a certified QuickBooks ProAdvisor at Level 1 and Level 2, Jamie can configure your chart of accounts, clean up historical data, and train you on best practices.
What's included
- New company file setup and configuration
- Chart of accounts customization
- Historical data cleanup and correction
- QuickBooks training and support
Not Sure Which Services You Need?
Every business is different. Schedule a free consultation with Jamie to talk through your situation and find the right fit.