Bookkeeping and Advisory Services in Reno, NV
Clean books. Clear direction.
We offer diagnostic reviews, cleanups, and ongoing bookkeeping designed to fit the way your business works.
Monthly Bookkeeping
Weekly posting, monthly reconciliations—books always current, audit-ready, and dependable.
Cleanup & Catch up
Untangle past years, correct every balance, and hand you tax-ready numbers.
Diagnostic Review
File checkup + action plan to move forward.
QBO Training
Hands-on sessions that demystify QuickBooks and streamline your daily workflow.
Start With a Diagnostic Review
Not sure where your books stand? We’ll find out clearly and without judgment.
Our Diagnostic Review is a full checkup of your QuickBooks file, accounts, balances, and workflows. We’ll flag what’s working, what needs correction, and what’s unclear — then deliver a plain-English report with a clear path forward.
Whether you’re months behind or just want a second set of eyes, a Diagnostic is your first step toward accurate, usable books.
Starting at $950
Have a quick question? Contact us here
Ongoing Monthly Bookkeeping
Tired of playing catch-up? We’ll keep your books current.
We handle the essentials: data entry, reconciliations, AR/AP tracking, and chart of accounts maintenance so your books stay accurate, dependable, and easy to use. You’ll receive regular financial reports and support that fits how your business truly runs.
We’ve helped clients catch duplicate charges, missed expenses, and even fraud—things that can easily slip through the cracks if you only review your books a few times a year. Let’s take that stress off your plate and keep things clear month by month.
Know where you stand—every month.
Timely posting and reconciliations help you stay in control and avoid surprises.
Packages start at $350/month for light activity. Most steady small businesses land between $500–$950/month depending on volume and support needs.
Ready to get started? Click below to share a little about your business. We’ll review your info and be in touch within 1–2 business days.
Have a quick question? Contact us here
Cleanup & Catch-Up Bookkeeping
Get your books untangled and back on track — no judgment, no overwhelm.
Behind on your books? Whether you’re a few months or a few years behind, our Cleanup services are designed to restore clarity and control. We review your file, correct inaccuracies, reconcile accounts, and organize historical data so your records are complete, accurate, and tax-ready.
Cleanups take more than time — they require insight, strategy, and careful attention to detail.
We often need to interpret past errors, rebuild your chart of accounts, or reconcile months (or years) of activity to get your books back to tax-ready and trustworthy.
We don’t just “get it done.” We explain what we’re seeing, flag recurring issues, and give you the confidence to move forward with clean, dependable records.
Start fresh with accurate books.
Cleanups mean peace of mind and a clear view of where your business stands.
Cleanup & Catch-Up projects are custom quoted based on transaction volume and complexity. Many fall between $1,000 and $5,000.
Ready to finally get caught up? Tell us a little about your books, and we’ll take it from there.
Have a quick question? Contact us here
QuickBooks Online Training
Customized training for where you are — and where you want to go.
Whether you’re new to QuickBooks or want to feel more confident navigating your reports, I offer hands-on sessions tailored to your business and workflow.
Training is available as a Bookkeeping Basics overview or a business-owner-level Deep Dive — focused on what matters most to you. We’ll cover real examples from your file, explain the “why” behind what you’re doing, and make sure you leave feeling more in control.
One-on-one and team sessions available.
What You’ll Learn in a QBO Training Session
1. Navigate QuickBooks Like a Pro.
We’ll walk through your dashboard, chart of accounts, and basic navigation so nothing feels unfamiliar again.
2. Enter Transactions with Confidence.
Learn how to categorize income, expenses, transfers, and reimbursements the right way — and how to avoid common errors.
3. Stay Organized & Paperless.
We’ll show you how to upload receipts, attach documents, and build workflows that save time and reduce stress.
4. Understand Your Reports.
Get a clear picture of your financials with Profit & Loss, Balance Sheet, and cash flow views — in plain English.
Training sessions start at $350 for a 2-hour session. Group rates available.
Book a Training Session
Have a quick question? Contact us here
Advisory Support for Clients Who Want More Than Just Reports
Need help making sense of your numbers, planning for growth, or managing cash flow? Our advisory services give you clear, actionable insights so you can make smart decisions with confidence.
Whether you’re preparing for a big shift, untangling financial questions, or just want to understand your business better — we’re here to help.
Advisory support is available as a one-time session or ongoing service.
Let’s Talk About What You Need
If you’re not sure which service fits your business yet, that’s okay — we’ll figure it out together. Whether you have a few questions or you’re ready to dive in, feel free to reach out.
You can start with a quick call, or reach out using the form below — whatever’s easier for you.
Prefer to talk? Call us at 775-440-1233