Meet Your
Bookkeeping & Accounting Support Specialist
Clean books only happen when someone keeps up with them every week. Get a dedicated bookkeeping specialist who records your transactions, reconciles your accounts, chases your invoices, and closes your books on a fixed monthly schedule — so your numbers are always ready.
Free replacement if not a fit. No long-term contracts.
Available Now
DAY-TO-DAY RESPONSIBILITIES
What Your Bookkeeping Specialist Handles
- Daily transaction recording and expense categorization in QuickBooks or Xero
- Bank and credit card reconciliations matched against your records
- Accounts payable: vendor bill entry, approval routing, and payment scheduling
- Accounts receivable: invoicing, payment application, and collections follow-up
- Receipt and document capture, plus chasing missing statements and paperwork
- Weekly cash-flow snapshot and AR aging review so nothing slips through
- Monthly close prep on a fixed calendar, with books delivered by a set date
- Financial reporting: P&L, balance sheet, and the summaries you ask for
- 1099 and W-2 prep support and vendor record cleanup for your accountant
- Payroll run support in Gusto or ADP — final review stays with your accountant
MEET YOUR SPECIALIST
Karla
Bookkeeping & Accounting, AP/AR, Reconciliations & Monthly Close
4+ yrs
TOOLS THEY KNOW
QuickBooks Online
Xero
Bill.com
Dext
Gusto
Melio
Excel / Google Sheets
NetSuite
FreshBooks
Expensify