Chicago's Small Business Bookkeeping Expert
SERVICES
Bookkeeping Services for Chicago's Small Businesses and Entrepreneurs
01
Clean ups and Catch ups
I'm a QuickBooks ProAdvisor, so if your books are behind or a mess, a bookkeeping clean up brings your financial records current and accurate in QuickBooks Online. Whether you're months or years behind, I sort through the backlog and get your accounts caught up so you have a clear financial picture
02
Monthly Bookkeeping
Monthly bookkeeping keeps your finances organized and up to date all year long, so you always know where your business stands. I handle the ongoing work in QuickBooks Online so you can focus on running your business instead of managing spreadsheets.
03
Entering and categorizing transactions
Every transaction gets entered and categorized correctly in QuickBooks Online, creating an accurate record of where your money is coming from and going. Proper categorization also makes tax time faster and keeps your reports meaningful.
04
Reconciling accounts
Account reconciliation matches your bank and credit card statements against your books to catch errors, duplicate charges, or missing transactions. Regular reconciliation gives you confidence that your financial records reflect what's actually happening in your business.
05
Providing standard and customized reports
Financial reports turn your bookkeeping data into clear insights about your business, from profit and loss to cash flow. I provide standard reports as well as custom reports built around the specific numbers you need to see.
06
Invoicing and Paying Bills
I manage your invoicing and bill pay in QuickBooks Online, so clients get billed on time and vendors get paid without it falling on you. This keeps your cash flow steady and your business relationships running smoothly.
07
Getting your books ready for tax season
Tax season prep means your books are reconciled, categorized, and organized before they land on your accountant's desk. Clean, accurate books make tax filing faster and can help you avoid costly errors or missed deductions.
APPROACH
My goal is to make your business run smoother and you feel more confident.
No two businesses are the same, which is why I create personalized service packages and pricing plans based on your specific needs. Working exclusively in QuickBooks Online, I deliver efficient, streamlined bookkeeping support that grows with your business.
I'd love to learn more about your business, your goals, and the challenges you're facing. Schedule a call with me today, and let's discuss how I can help support your success.
WHO I WORK WITH
I come from a family of entrepreneurs and small business owners. I know the grind, the uncertainty, and the determination it takes to build something from the ground up.
As a resident of the vibrant and close knit neighborhood of Andersonville on the Northside of Chicago, I love working with small businesses and mission driven organizations that are fueled by purpose and passion: local shops, family-run companies, women-owned, minority-owned, and LGBTQ+-owned businesses. I love supporting founders in creating something impactful for their local communities, and helping to bring their vision to life.
While large corporations have entire finance departments, the business owners I serve often wear every hat. My job is to take bookkeeping off their plate so they can focus on their customers, their vision, and their growth.
HOW I HELP
As Sherlock Holmes said, “Data! Data! Data! I can’t make bricks without clay!” It’s only after we organize our numbers can we start deducing what they’re saying to us.
Whether you're trying to understand where your money is going, stay on top of bookkeeping, improve cash flow, or prepare for growth, I help create the structure and visibility needed to move forward with confidence.
From helping individuals take control of their monthly budgets to developing financial process audits for organizations generating more than $100 million in annual recurring revenue, my approach is built on the same principles that work at every level. The size of the numbers may change, but the solution doesn’t.
The result is simple: cleaner books + better visibility + stronger financial processes = more confidence in every financial decision you make.
TESTIMONIALS
What our clients are saying
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Leah Yurfset
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Roy Gold
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