Bookkeeping Services

At The Evergreen Ledger, I offer a comprehensive range of accounting services tailored for small and medium-sized businesses. From monthly bookkeeping to expert financial advisory, I handle various aspects of your accounting needs. Discover how my services can streamline your business and improve your financial processes.

Monthly Bookkeeping

My monthly bookkeeping services keep your financial transactions organized and provide valuable insights for better decision-making. By handling your bookkeeping, I free up your time to focus on running your business. Services include transaction categorization, chart of accounts, monthly reconciliation, balance sheet and P&L reports, and more. I ensure you’re well-prepared for tax time with comprehensive, accurate records.

I take the time to understand your business and its unique accounting needs. My monthly services keep your business on track, with fixed deadlines and processes that guarantee timely filing of reports. Use the monthly statements to identify potential issues, mitigate risks, and make informed decisions to improve your business.

Book/Record Cleanup

End-of-year book and record cleanup is essential, even for businesses that maintain their books regularly. Starting the new year with clean, organized records ensures you have accurate data for analysis and planning. I offer cleanup services for small and medium-sized businesses, helping simplify complex bookkeeping systems and resolve errors that could affect your financial reports.

My services include reviewing and organizing transactions, reconciling the general ledger, and ensuring your reports are clear and accurate. This cleanup not only streamlines tax preparation but also enhances business analysis and planning, providing you with the insights needed to make informed decisions.

Financial Advisory

Your business constantly faces financial challenges, but many of these present valuable opportunities. That’s where my financial advisory services come in. I help you navigate your financial situation, assess challenges, and take the right steps forward. My services cover accounting, reporting, and transaction management, addressing issues like changing market conditions, evolving regulations, and improving financial transparency.

I offer comprehensive advisory services, including transaction services, accounting, tax advisory, and more. My risk management services help identify potential risks and create strategies to mitigate them. I also streamline your accounting system for greater efficiency and provide guidance on business restructuring, new ventures, and tax-efficient transactions.

Quickbooks Account Setup

Whether you’re switching to QuickBooks from another platform or upgrading your current system, I offer full setup assistance to help you maximize the benefits of this powerful accounting software. My services include seamless integration with your existing systems, access to essential management reports, and ensuring your books are tax-ready.

I specialize in setting up various versions of QuickBooks, including custom report configurations. My integration services include reviewing accounting workflows, identifying automation opportunities, mapping user roles and tasks, and establishing management controls. From multi-user setups to email configurations, I can support all aspects of your QuickBooks setup and integration.

For more information about my services, feel free to contact The Evergreen Ledger at 661-805-9560.