Bookkeeping only — no tax preparation
Services
What I dofor you
Bookkeeping that keeps your records accurate, organized, and your business moving forward. Tax preparation and tax advice are not included.
clean books, no drama
01
Monthly Bookkeeping
Your books kept accurate, organized, and current every month
Transactions categorized, accounts reconciled, and a close you can rely on. You get a clean set of books and a short note on anything that looked unusual.
Transaction categorization
Bank and credit card reconciliation
Monthly close
Financial reporting
Ongoing questions answered
02
QuickBooks Online Setup
A clean, organized QuickBooks file built around how your business operates.
Chart of accounts built for your trade, bank feeds connected, and the settings sorted out once so the file stays workable.
Chart of accounts build
Bank and card feed connection
Product and service items
Owner walkthrough
03
Cleanup & Catch-Up
Get your books organized, accurate, and back on track.
Months or years of untouched books brought current and reconciled, with the mess documented so you know what changed and why.
Historical categorization
Account Reconciliations
Chart of accounts corrections
Catch-up of missing periods
Duplicate and error cleanup
Summary of what was fixed
04
Job Costing
See which jobs are profitable and where your money is going.
Income and costs tracked by job or project so you can price the next one with real numbers instead of a feeling.
Job and project tracking
Cost allocation
Profit by job reporting
Pricing Insights
05
Payroll
Payroll handled accurately and on time.
Payroll processed accurately and on schedule, with the records kept organized and connected to your books. Best for businesses with employees who want payroll handled consistently without having to manage every detail themselves.
06
Additional Bookkeeping Support
Extra visibility into what's outstanding, what's owed, and what your contractors were paid.
Add-on support alongside any core service, so the details outside your monthly close still stay organized and easy to hand off.
Accounts Receivable - Invoice tracking & follow-up so you have a clearer picture of what's outstanding.
Accounts Payable - Organized bill tracking and payment information so you know what your business owes.
1099 Preparation - Year-end contractor payment information organized for your tax professional.
On pricing
Pricing depends on volume and the state of the file. You'll get a flat monthly quote before any work starts.
Custom quote
Contact me for your custom quote and free consultation.
Questions
What bookkeeping services do you offer?
I offer monthly bookkeeping, QuickBooks Online setup, QuickBooks cleanup and catch-up, financial reporting, and job costing. Accounts receivable, accounts payable, and 1099 preparation are available as add-ons. Most clients start with monthly bookkeeping, often after a cleanup to get the file current.
Do you work with businesses outside Clovis?
Yes. I'm based in Clovis, California and work with clients remotely, so location isn't a limitation. Everything runs through QuickBooks Online, shared documents, and scheduled calls.
Do you file taxes?
No. I handle bookkeeping and financial reporting, not tax preparation or tax advice. I work alongside your tax preparer or CPA and give them clean, reconciled books — which usually makes their job faster and your tax season less stressful.
What does a QuickBooks cleanup involve?
A cleanup brings your existing QuickBooks file up to date and helps correct issues that may be affecting the accuracy of your books. This can include reconciling accounts, correcting miscategorized transactions, removing duplicates, fixing the chart of accounts, and catching up any unrecorded months. After reviewing your file, I'll explain what needs to be addressed and recommend the appropriate next steps.
What do you need from me to get started?
I'll need access to your QuickBooks Online account, along with the financial information and documents needed for your specific engagement. Depending on the services you need, this may include bank and credit card statements, prior financial records, and other business information. If you don't have QuickBooks Online yet, we can start with set up.
What happens on the clarity call?
We'll talk about your business, where your books currently stand, and what you want help with. If you're not sure what service you need, that's okay - we'll figure out the best next step together. There's no pressure or obligation to move forward.
Do I need to be behind on my books to work with you?
Not at all. Some clients need cleanup or catch-up work, while others simply want to stay current and have a professional handle their bookkeeping moving forward.
Do you work with my CPA or tax preparer?
Absolutely. I can work alongside your CPA or tax professional by keeping your books organized and providing the financial information they need for tax preparation and planning.
What types of businesses do you work with?
I primarily work with service-based businesses, including contractors, landscapers, cleaning companies, junk removal businesses, professional trainers, photographers, beauty professionals, mobile bartenders, and other owner-operated businesses.
How much does bookkeeping cost?
Pricing depends on the size and complexity of your business and the level of support you need. Monthly bookkeeping packages start at $300/month. After reviewing your books and discussing your needs, I'll provide a clear scope and price before we get started.
Not sure which
you need?
Not sure which service is right for you? Start with a free clarity call. We'll talk through what your business needs, take a look at where your books stand, and figure out the right next step.
Bookkeeping only — no tax preparation or tax advice
© Yours Truly Bookkeeping
Your bank balance is not your books
Services
What I dofor you
Bookkeeping that keeps your records accurate, organized, and your business moving forward. Tax preparation and tax advice are not included.
clean books, no drama
01
Monthly Bookkeeping
Your books kept accurate, organized, and current every month
Transactions categorized, accounts reconciled, and a close you can rely on. You get a clean set of books and a short note on anything that looked unusual.
Transaction categorization
Bank and credit card reconciliation
Monthly close
Financial reporting
Ongoing questions answered
02
QuickBooks Online Setup
A clean, organized QuickBooks file built around how your business operates.
Chart of accounts built for your trade, bank feeds connected, and the settings sorted out once so the file stays workable.
Chart of accounts build
Bank and card feed connection
Product and service items
Owner walkthrough
03
Cleanup & Catch-Up
Get your books organized, accurate, and back on track.
Months or years of untouched books brought current and reconciled, with the mess documented so you know what changed and why.
Historical categorization
Account Reconciliations
Chart of accounts corrections
Catch-up of missing periods
Duplicate and error cleanup
Summary of what was fixed
04
Job Costing
See which jobs are profitable and where your money is going.
Income and costs tracked by job or project so you can price the next one with real numbers instead of a feeling.
Job and project tracking
Cost allocation
Profit by job reporting
Pricing Insights
05
Payroll
Payroll handled accurately and on time.
Payroll processed accurately and on schedule, with the records kept organized and connected to your books. Best for businesses with employees who want payroll handled consistently without having to manage every detail themselves.
06
Additional Bookkeeping Support
Extra visibility into what's outstanding, what's owed, and what your contractors were paid.
Add-on support alongside any core service, so the details outside your monthly close still stay organized and easy to hand off.
Accounts Receivable - Invoice tracking & follow-up so you have a clearer picture of what's outstanding.
Accounts Payable - Organized bill tracking and payment information so you know what your business owes.
1099 Preparation - Year-end contractor payment information organized for your tax professional.
On pricing
Pricing depends on volume and the state of the file. You'll get a flat monthly quote before any work starts.
Questions
What bookkeeping services do you offer?
I offer monthly bookkeeping, QuickBooks Online setup, QuickBooks cleanup and catch-up, financial reporting, and job costing. Accounts receivable, accounts payable, and 1099 preparation are available as add-ons. Most clients start with monthly bookkeeping, often after a cleanup to get the file current.
Do you work with businesses outside Clovis?
Yes. I'm based in Clovis, California and work with clients remotely, so location isn't a limitation. Everything runs through QuickBooks Online, shared documents, and scheduled calls.
Do you file taxes?
No. I handle bookkeeping and financial reporting, not tax preparation or tax advice. I work alongside your tax preparer or CPA and give them clean, reconciled books — which usually makes their job faster and your tax season less stressful.
What does a QuickBooks cleanup involve?
A cleanup brings your existing QuickBooks file up to date and helps correct issues that may be affecting the accuracy of your books. This can include reconciling accounts, correcting miscategorized transactions, removing duplicates, fixing the chart of accounts, and catching up any unrecorded months. After reviewing your file, I'll explain what needs to be addressed and recommend the appropriate next steps.
What do you need from me to get started?
I'll need access to your QuickBooks Online account, along with the financial information and documents needed for your specific engagement. Depending on the services you need, this may include bank and credit card statements, prior financial records, and other business information. If you don't have QuickBooks Online yet, we can start with set up.
What happens on the clarity call?
We'll talk about your business, where your books currently stand, and what you want help with. If you're not sure what service you need, that's okay - we'll figure out the best next step together. There's no pressure or obligation to move forward.
Do I need to be behind on my books to work with you?
Not at all. Some clients need cleanup or catch-up work, while others simply want to stay current and have a professional handle their bookkeeping moving forward.
Do you work with my CPA or tax preparer?
Absolutely. I can work alongside your CPA or tax professional by keeping your books organized and providing the financial information they need for tax preparation and planning.
What types of businesses do you work with?
I primarily work with service-based businesses, including contractors, landscapers, cleaning companies, junk removal businesses, professional trainers, photographers, beauty professionals, mobile bartenders, and other owner-operated businesses.
How much does bookkeeping cost?
Pricing depends on the size and complexity of your business and the level of support you need. Monthly bookkeeping packages start at $300/month. After reviewing your books and discussing your needs, I'll provide a clear scope and price before we get started.
Not sure which
you need?
Not sure which service is right for you? Start with a free clarity call. We'll talk through what your business needs, take a look at where your books stand, and figure out the right next step.
Bookkeeping only — no tax preparation or tax advice
© Yours Truly Bookkeeping
Services
What I dofor you
Bookkeeping that keeps your records accurate, organized, and your business moving forward. Tax preparation and tax advice are not included.
clean books, no drama
01
Monthly Bookkeeping
Your books kept accurate, organized, and current every month
Transactions categorized, accounts reconciled, and a close you can rely on. You get a clean set of books and a short note on anything that looked unusual.
Transaction categorization
Bank and credit card reconciliation
Monthly close
Financial reporting
Ongoing questions answered
02
QuickBooks Online Setup
A clean, organized QuickBooks file built around how your business operates.
Chart of accounts built for your trade, bank feeds connected, and the settings sorted out once so the file stays workable.
Chart of accounts build
Bank and card feed connection
Product and service items
Owner walkthrough
03
Cleanup & Catch-Up
Get your books organized, accurate, and back on track.
Months or years of untouched books brought current and reconciled, with the mess documented so you know what changed and why.
Historical categorization
Account Reconciliations
Chart of accounts corrections
Catch-up of missing periods
Duplicate and error cleanup
Summary of what was fixed
04
Job Costing
See which jobs are profitable and where your money is going.
Income and costs tracked by job or project so you can price the next one with real numbers instead of a feeling.
Job and project tracking
Cost allocation
Profit by job reporting
Pricing Insights
05
Payroll
Payroll handled accurately and on time.
Payroll processed accurately and on schedule, with the records kept organized and connected to your books. Best for businesses with employees who want payroll handled consistently without having to manage every detail themselves.
06
Additional Bookkeeping Support
Extra visibility into what's outstanding, what's owed, and what your contractors were paid.
Add-on support alongside any core service, so the details outside your monthly close still stay organized and easy to hand off.
Accounts Receivable - Invoice tracking & follow-up so you have a clearer picture of what's outstanding.
Accounts Payable - Organized bill tracking and payment information so you know what your business owes.
1099 Preparation - Year-end contractor payment information organized for your tax professional.
On pricing
Pricing depends on volume and the state of the file. You'll get a flat monthly quote before any work starts.
Questions
What bookkeeping services do you offer?
I offer monthly bookkeeping, QuickBooks Online setup, QuickBooks cleanup and catch-up, financial reporting, and job costing. Accounts receivable, accounts payable, and 1099 preparation are available as add-ons. Most clients start with monthly bookkeeping, often after a cleanup to get the file current.
Do you work with businesses outside Clovis?
Yes. I'm based in Clovis, California and work with clients remotely, so location isn't a limitation. Everything runs through QuickBooks Online, shared documents, and scheduled calls.
Do you file taxes?
No. I handle bookkeeping and financial reporting, not tax preparation or tax advice. I work alongside your tax preparer or CPA and give them clean, reconciled books — which usually makes their job faster and your tax season less stressful.
What does a QuickBooks cleanup involve?
A cleanup brings your existing QuickBooks file up to date and helps correct issues that may be affecting the accuracy of your books. This can include reconciling accounts, correcting miscategorized transactions, removing duplicates, fixing the chart of accounts, and catching up any unrecorded months. After reviewing your file, I'll explain what needs to be addressed and recommend the appropriate next steps.
What do you need from me to get started?
I'll need access to your QuickBooks Online account, along with the financial information and documents needed for your specific engagement. Depending on the services you need, this may include bank and credit card statements, prior financial records, and other business information. If you don't have QuickBooks Online yet, we can start with set up.
What happens on the clarity call?
We'll talk about your business, where your books currently stand, and what you want help with. If you're not sure what service you need, that's okay - we'll figure out the best next step together. There's no pressure or obligation to move forward.
Do I need to be behind on my books to work with you?
Not at all. Some clients need cleanup or catch-up work, while others simply want to stay current and have a professional handle their bookkeeping moving forward.
Do you work with my CPA or tax preparer?
Absolutely. I can work alongside your CPA or tax professional by keeping your books organized and providing the financial information they need for tax preparation and planning.
What types of businesses do you work with?
I primarily work with service-based businesses, including contractors, landscapers, cleaning companies, junk removal businesses, professional trainers, photographers, beauty professionals, mobile bartenders, and other owner-operated businesses.
How much does bookkeeping cost?
Pricing depends on the size and complexity of your business and the level of support you need. Monthly bookkeeping packages start at $300/month. After reviewing your books and discussing your needs, I'll provide a clear scope and price before we get started.
Not sure which
you need?
Not sure which service is right for you? Start with a free clarity call. We'll talk through what your business needs, take a look at where your books stand, and figure out the right next step.
Book a free clarity callBookkeeping only — no tax preparation or tax advice
© Yours Truly Bookkeeping