Business Details
Your Trusted Partner for Bookkeeping Solutions
With nearly three decades of accounting experience spanning public, private, and nonprofit sectors, I provide comprehensive bookkeeping solutions tailored to individuals and business professionals. My expertise in QuickBooks management and financial reporting empowers clients to focus on their core operations while ensuring accurate, efficient financial systems. Specializing in repairing inaccurate records, establishing budgets, and maintaining vendor information, I prioritize confidentiality and data protection to build trust with clients across diverse industries including legal, healthcare, film production, and retail. By simplifying complex financial processes, I deliver peace of mind through precise record-keeping and personalized service that adapts to evolving business needs. 
Services
QuickBooks File Setup
Book Repair
Chart of Accounts Management
Bank Reconciliation
Financial Reporting
Budget Establishment
Vendor Information Management
Year-End Processing
1099 Vendor Processing
CPA Collaboration
Highlights and features
- 30 years of accounting experience across multiple sectors
- Personalized bookkeeping solutions tailored to your needs
- Committed to confidentiality and data protection
- Serves diverse industries including legal, healthcare, and creative fields
- Affordable rates with exceptional client service
What people say
BEST bookkeeper
Affordable
Easy to work with
Dream to work with
Simplify finances
Services
QuickBooks File Setup
Establish new QuickBooks files or clean up existing ones to ensure accurate financial tracking. Ideal for startups or businesses needing system optimization, this service creates a foundation for efficient accounting processes and reliable financial reporting.
Book Repair
Repair inaccurate books to reflect actual figures and balances. This service addresses discrepancies in financial records, ensuring data integrity for businesses struggling with error-ridden accounting systems or transitioning to new management.
Bank Reconciliation
Reconcile bank statements with accounting records to verify accuracy. This critical service ensures all transactions are properly recorded, preventing financial misstatements and maintaining alignment between physical accounts and digital records.
Financial Reporting
Prepare detailed financial reports for lenders or internal progress tracking. This service provides clear insights into business performance, supporting informed decision-making through organized, auditable financial documentation.
CPA Collaboration
Coordinate with CPAs for tax filing and year-end adjustments. This service ensures seamless information exchange during tax season, including preparation of financial statements and implementation of CPA-recommended journal entries for accurate tax reporting.
People
Simply Reconciled Bookkeeping Services
Bookkeeper
With 30 years of accounting experience across public, private, and nonprofit sectors, Katie specializes in QuickBooks management and financial system optimization for diverse industries.
Questions
What bookkeeping services do you offer?
I provide QuickBooks setup/cleanup, financial reporting, bank reconciliation, budget management, vendor/customer tracking, year-end processing, and CPA collaboration for tax filing support.
Which industries do you serve?
I work with attorneys, healthcare providers, film production companies, real estate professionals, retailers, construction firms, consultants, and creative industries like salons and publishing.
How do you ensure financial data security?
I implement strict confidentiality protocols and secure data handling practices to protect client information, ensuring compliance with privacy standards during all bookkeeping activities.
What experience do you have?
With 30 years of accounting experience across public, private, and nonprofit sectors, I bring comprehensive expertise in financial systems optimization and accurate record-keeping.
How are services priced?
Rates are competitive and tailored to service complexity. Contact me directly for a customized quote based on your specific bookkeeping requirements.
