CPA FIRM OVERLOADED WITH BOOKKEEPING WORK?

Your client list is growing — but your bookkeeping workload is growing with it.

If your CPA firm is spending too much time on routine accounting work, I can help.

I provide outsourced bookkeeping and accounting support for US CPA firms, including:

✓ Monthly bookkeeping ✓ QuickBooks Online support ✓ Transaction categorization ✓ Bank & credit card reconciliation ✓ Accounts Payable & Accounts Receivable ✓ Vendor reconciliation ✓ Catch-up & cleanup bookkeeping ✓ Month-end close support ✓ P&L & Balance Sheet reporting ✓ Financial data organization

You stay focused on your clients and higher-value work — I handle the accounting workload behind the scenes.

Looking for a reliable long-term accounting support partner for your firm?

SG Global Accounting US Accounting • Bookkeeping • AP • AR • Financial Reporting

📩 Let’s discuss your workflow and see how I can support your firm.

Bookkeeping Ledger Cleanup (Before & After)

This project demonstrates how I approach cleaning up disorganized financial records. Starting from a "before" dataset with inconsistent date formats, vague or typo'd transaction descriptions, and no categorization — a common state for small business books — I rebuilt it into a professional, audit-ready ledger. Each transaction was standardized, correctly categorized (e.g., Office Supplies, Sales Revenue, Rent Expense), and linked to a formula-driven running balance that recalculates automatically as entries are added. This is the kind of cleanup work I'd do for a client whose books have fallen behind or were kept inconsistently, turning scattered data into something an accountant, tax preparer, or business owner can actually rely on.