Hi, I’m Krista.

I ‘m a small business owner just like you. Clean, organized books don’t happen easily, as any business owner knows. The receipts pile up, the numbers don’t match, and next thing you know, it’s tax time. Most CPA’s don’t want to (or just simply won’t) organize your bookkeeping before they can do your taxes. And you can’t make decisions when you don’t know exactly where your finances stand. Let me help you find the balance you were looking for when you started this journey.

Do I need a CPA or a Bookkeeper?

  • CPA:

    • Year End Close

    • Tax Planning and Preparation

    • Strategy & Advice

    Bookkeeper:

    • Day-to-Day transaction recording and categorizing

    • Bank Reconciliations

    • Invoicing

    • A/P & A/R

    • Payroll

    • Financial Reports

  • It’s true that AI is increasingly taking on the tasks of accounting. It cannot and will not replace human reasoning, a necessary component in bookkeeping for small business and non-profit sectors.

  • Most small businesses aren’t generating enough transactions that it would justify a full time staff position, but owners don’t always have the time either. Having a professional keeping things organized, current and communicated can bring you the work life balance you were seeking to begin with.

My Services

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My Services *

  • Organize and Record all transactions from the most recent tax filing through current

    Reconcile all Bank and Credit Card Accounts

    Remove duplicate / inaccurate data

    Analyze mapping and accounts structure in QBO to ensure set up is accurate

    Provide financial statements that are up to date and accurate

  • Standard bookkeeping including:

    Accounts Payable

    Accounts Receivable**

    Bank and credit card reconciliation

    Financial statement preparation

    **Accounts receivable does not include collections activities.

  • Payroll

    City and State Sales Tax Filing

    Notary public