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Get back to what you love to do best
and leave the bookkeeping to me.

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Your time is precious. You have a million things to do, but you don’t need to do it all yourself.  I LOVE what I do and would love to help you.
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Services

Daisies

1

Set-Up Bookkeeping

Start off with a smart financial foundation! I can set you up with a fresh set of books, customized for your business. When finished, your books will be well organized, accurate and up-to-date.

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2

Catch-Up & Clean-Up Bookkeeping

Have your books gotten a little messy? Have you fallen behind?

I can bring a fresh set of eyes to make sure your books are well organized, cleaned up, and accurately reporting back to you what’s really going on in your business.

3

Ongoing Monthly Bookkeeping

It’s important to keep your books current!  Know your numbers and know where you stand so you can make timely decisions and never miss a deadline or an opportunity.  

Set-Up Bookkeeping (QuickBooks Online)

You have to start somewhere! This is the first step to getting your finances in order.

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  • Starts at $150 per hour

  • Set up initial QuickBooks Online (QBO) subscription

  • Chart of accounts customized for your business

  • Link bank, credit card and payment app accounts

  • Establish opening balances

  • Establish invoicing items (products & services)

  • Establish customer & vendor records

  • Categorize transactions

  • Reconcile accounts

  • Provide you with accurate financial statements & custom reports

Catch-Up & Clean-Up Bookkeeping (QuickBooks Online)

Do you have outdated or messy books? Have you fallen behind on taxes because you don’t have time to figure out how to balance your books? Imagine how good it would feel to be caught up and back on track… Let me help you!

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  • Starts at $150 per hour

  • Analyze the current state of your books

  • Review & troubleshoot your system set up

  • Review existing transactions for completeness & proper classification

  • Troubleshoot, enter & categorize missing transactions

  • Reconcile account balances

  • Tidy up your books, make sense of your financial transactions, summarize the financial results

  • Provide you with accurate financial statements & custom reports

Monthly Bookkeeping

After set-up & catch-up are done, now it’s time to maintain.  Get accurate recording of all your financial transactions, plus monthly reporting so you always know your numbers.

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  • Starts at $600 per month

  • Enter and categorize transactions

  • Reconcile your accounts & ensure everything is accounted for

  • Provide you with accurate monthly financial statements & custom reports

  • Keep up to date so you can proactively plan & make informed decisions

  • Build budgets & track progress towards your goals

  • Prepare state & local tax returns

  • Prepare end of year data for your tax CPA

Set Up Bookkeeping
Catch Up and Clean Up
Monthly Bookkeeping

Not sure which service you need exactly?

Or do you need help with something specific?  

No worries!  I can create a customized service package for you.  Just get in touch and I’ll be happy to chat with you about your goals.

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© 2025 WILLMES ACCOUNTING SERVICES LLC

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