Why This Matters
Working overtime
You're already working all day, then logging into QuickBooks at night and on weekends just to keep up.
A bookkeeper gives you back those hours every month.
Tax season scramble
Every January (or worse, every April), you're scrambling to pull everything together for your CPA.
With a bookkeeper, everything's already in order, just hand it off.
Lost in the numbers
You're sending invoices, but tracking revenue, undeposited funds, and expenses has become its own job.
A bookkeeper reconciles and balances all of it, every month.
Falling behind
Business is booming, or life just got busy, and somewhere along the way, the books fell behind.
Catch-up gets you current, and monthly upkeep keeps you there.
Profitability questions
With multiple projects running, it's hard to tell which ones are actually profitable.
A bookkeeper tracks revenue and expenses by job site or project, so you know exactly where you stand.
Accurate, consistent bookkeeping in a format your CPA will love during tax season.
No long-term contracts. No surprises. Just clean, current books every month, managed personally by someone who's kept the books for large companies.
Services
Everything here is aimed at one outcome: books that are accurate enough that your CPA can focus on filing and planning, not cleanup.
Ongoing support
Maintained every month
01
Ongoing transaction categorization, account upkeep, and a clean general ledger, maintained every month so nothing piles up.
02
Accounts receivable and accounts payable tracked and current, so you always know what's owed to you and what you owe.
03
A clear, ongoing view of what's coming in and what's going out, including accurate customer, vendor, and invoice tracking. Every month, not just year-end.
04
Monthly P&L, balance sheet, and other reports that give you a real read on your business, and give your CPA exactly what they need.
05
I reconcile your general ledger to your payroll each month. I'll post your payroll reports into your books accurately, so your numbers stay clean.
Setup & Integration
Keep your tools synced
06
I'll set up your QB connections and automate syncs so data flows accurately between your tools. Ongoing monitoring keeps everything running smoothly.
One-time cleanup
For getting current first
07
Behind on your books, or inherited a mess from a previous bookkeeper? I'll get your file reconciled, corrected, and current, then move you into regular monthly service.
All services are built primarily around QuickBooks Online. If you're on a different platform, reach out and we can talk about whether it's a fit.
Who I Work With
Every client gets the same solid foundation. But every industry runs into its own version of messy.
Here's where it gets specific. Tap the + to see your industry.
Don't see your industry listed? That's okay, every business is a little different. Reach out and tell me what you do.
Where to Start
Most businesses fall into one of three starting points. Here's how to tell which one is you.
My Background
"I took over the treasury position for our non profit organization. We had lost our tax status and needed to catch up on three years of bookkeeping. Zach made this project easy for me to achieve. He was well versed with quickbooks and made himself available to answer any questions I had. I was able to take the work he put in to reclaim our tax status with no issues."
Albert K.
Non-Profit Treasurer
FAQ
Direct access to one bookkeeper who actually knows your books. Here are the questions I hear most.
Are you a CPA or accountant?
What's included in monthly bookkeeping?
Will I work with you directly, or a team?
Is there a contract?
Do you handle payroll?
Do I need to switch accounting software?
What if my books are several months behind?
How much does it cost?
Do you work with businesses in every state?
