Hi, I’m Krista.

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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 bookkeeper or a CPA?

Probably both.

  • Bookkeeper:

    • Day-to-Day transaction recording and categorizing

    • Bank Reconciliations

    • Invoicing

    • A/P & A/R

    • Payroll

    • Financial Reports

    CPA:

    • Year End Close

    • Tax Planning and Preparation

    • Strategy & Advice

  • Most small businesses aren’t generating enough transactions to 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.

  • It’s true that AI is increasingly taking on the tasks of accounting like some of the manual data entry, streamlining the areas where mistakes often happen. But true bookkeeping includes analyzing the reasoning behind the transactions, something AI can’t replicate.

  • For When you just haven’t had the time…

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

    Reconcile all Bank and Credit Card Accounts

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

    Provide financial statements that are up to date and accurate

  • Everything included in a Catch Up, but clean ups can be much more complex due to messy, unorganized data. This can happen for a million reasons, so don’t feel overwhelmed. I’m ready to untangle the web and get you back to readable, accurate data.

  • Standard bookkeeping including:

    Recording, posting and verifying all transactions

    Accounts Payable

    Accounts Receivable**

    Monthly bank and credit card reconciliation on all accounts

    Financial statement preparation

    **Accounts receivable does not include collections activities.

    Monthly Services starting at $250/month

  • Payroll

    City and State Sales Tax Filing

    Notary public

My Services

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My Services *