Accurate, Stress-Free Bookkeeping for Your Business
Quickbooks online expertise with a calm, organized approach.
Services
This service keeps your books accurate, organized, and up‑to‑date every single month so you always know exactly where your business stands. It’s steady, reliable financial support that brings clarity and calm to your operations.
What’s included
Monthly reconciliation — bank, credit card, and loan accounts reconciled every month for clean, accurate books.
Transaction categorization — consistent, detailed categorizing aligned with your business and industry.
Financial statements — monthly Profit & Loss and Balance Sheet delivered in a clear, easy‑to‑understand format.
Accounts Payable tracking — recording bills, due dates, and vendor activity to keep you organized.
Accounts Receivable tracking — recording invoices and payments to help you stay on top of cash flow.
Document and receipt management — attaching and organizing supporting documents inside QuickBooks Online.
Email support — clear communication and updates throughout the month so you’re never left guessing.
Light job costing support (if applicable) — assigning expenses to jobs to maintain accurate project records.
What clients can expect
A calm, consistent monthly routine that keeps your books current, reduces stress, and gives you the financial clarity you need to make confident decisions.
Pricing varies based on business size.
This service is for clients who are behind, overwhelmed, or unsure where their books stand. The goal is to bring everything current, accurate, and organized so they can move forward with confidence.
What’s included
Full transaction cleanup — correcting miscategorizations, duplicates, and missing entries.
Historical reconciliation — bringing bank, credit card, and loan accounts up to date (months or years).
Fixing prior bookkeeping errors — adjusting balances, resolving discrepancies, and repairing broken workflows.
Document and receipt organization — sorting, labeling, and attaching supporting documents in QBO.
Chart of accounts cleanup — removing clutter, merging duplicates, and aligning accounts to industry standards.
Sales tax and payroll correction review — identifying issues and preparing items for CPA review if needed.
Job costing cleanup (for construction clients) — correcting job expenses, labor allocations, and project profitability data.
Final “clean file” handoff — a reconciled, accurate QuickBooks file ready for taxes or ongoing monthly bookkeeping.
What clients can expect
A calm, judgment‑free process that takes them from “I don’t know where to start” to “Everything is finally organized.”
Custom quotes provided after review.
These are optional services that support daily operations, improve cash flow, and give clients more clarity and control.
What’s included
Accounts Receivable (AR) management — creating invoices, sending reminders, tracking payments, and maintaining aging reports.
Invoicing support — preparing and sending invoices based on client workflows (weekly, bi‑weekly, or monthly).
Job costing setup & tracking — assigning expenses to jobs, tracking labor, and monitoring project profitability.
Accounts Payable (AP) organization — entering bills, scheduling payments, and maintaining vendor records.
Receipt and document management — organizing digital files, attaching documents to transactions, and maintaining audit‑ready records.
Project or contractor tracking — monitoring subcontractor costs, materials, and change orders.
Customized reporting — cash flow summaries, job profitability reports, and tailored financial snapshots.
Workflow optimization — helping clients streamline their financial processes so everything runs smoother.
Subcontractor compliance & documentation support — collecting W‑9s, tracking subcontractor insurance policies and expiration dates, organizing contracts and change orders, monitoring lien waivers, and preparing year‑end 1099 information.
What clients can expect
Flexible support that adapts to their business needs — whether they need help getting paid faster, understanding job profitability, or keeping vendor bills organized.
Hourly or bundled options available.
About Me
I’m Veronica, a bookkeeper with years of hands‑on experience supporting small businesses across multiple industries. I’ve worked both in‑house and as a contracted bookkeeper alongside a respected accountant, managing diverse accounts and navigating the unique financial needs of each business.
My specialty is construction bookkeeping. I understand the moving parts that make this industry different — job costing, tracking labor, subcontractors, and materials, progress billing, and maintaining accurate project documentation. I also support subcontractor compliance by collecting W‑9s, tracking insurance policies and expiration dates, monitoring lien waivers, and organizing contracts and change orders.
My background includes working with law firms, senior homes, hair salons, retail businesses, and more. This experience taught me how to adapt quickly, communicate clearly, and build systems that make financial management feel simple and stress‑free.
My approach is calm, organized, and detail‑driven. I believe every business deserves clean, accurate books and a bookkeeping partner who pays attention to the details others overlook. My goal is to bring clarity to your numbers so you can run your business with confidence and peace of mind.
Contact Me
I’d love to learn more about your business and how I can support you. Share a few details below, and I’ll reach out with next steps. Every message is read with care, and your information is always kept confidential.
Veronica@veronicastaysbalanced.com