I’ll do your bookkeeping and reconcile your bank or credit card account in QuickBooks Online and clean up what doesn’t match, so your books are accurate and ready for your accountant.

Law firms: operating account reconciliation, plus trust (IOLTA) account reconciliation records prepared for the lawyer’s review

Real estate: agents, investors, and property managers, including rental income, expenses, and deposits

Contractors: job expenses, materials, and subcontractor payments, categorized by project

Ecommerce: Stripe, PayPal, Shopify, and Amazon payouts, fees, and refunds matched to your bank deposits

One account reconciled for one month (up to 100 transactions)

Transactions categorized correctly for your industry

A short summary of what I fixed and what needs your attention

Accountant access to your QuickBooks Online, sent as an invitation, so you never share a password

The month and account you want reconciled

A note on trust accounts: IOLTA and other trust accounts are regulated, and the lawyer stays responsible for compliance. I prepare the reconciliation for your review, and I don’t provide compliance sign off. Please message me before ordering so we can confirm the scope.

I run a QuickBooks based bookkeeping practice and bring a legal professional’s attention to detail.