Custom & Project-Based Bookkeeping

Tailored support for the moments your business needs it most.

Not every bookkeeping need fits into a monthly plan. Whether you’re prepping for tax season, developing a collections protocol, switching to QuickBooks Online, or need custom reporting for lenders or investors, we provide flexible, project-based support.

Here’s how I can help:

  • Historical bookkeeping catch-up – bring months or years of books up to date

  • Full bookkeeping clean-up – fix errors, reclassify transactions, and reconcile accounts

  • Conversion to QuickBooks Online – migrate from spreadsheets or other software

  • Chart of accounts setup & optimization – streamline for clarity and tax-readiness

  • Year-end review & prep – get your books CPA-ready for tax season

  • Financial report packages for lenders or investors – polished, professional, and accurate

  • Job costing or project-based tracking – see profitability by project or client

  • 1099 vendor tracking & prep – organize contractor payments for smooth filing

  • Customized reporting dashboards – insights tailored to your business needs

  • Audit or compliance support – ensure your records meet external requirements

  • Micro startups needing special care and handling

  • and more!

Comprehensive Back Office Support (BOH)

From client invoicing to bill payments and monthly bookkeeping, we provide end-to-end administrative support. Think of us as your silent partner, ensuring everything runs smoothly behind the scenes.

Software Integrations

Streamline your operations with seamless integrations. Whether you’re a restaurant using Square or an e-commerce business on Shopify, we make sure your platforms connect perfectly with QuickBooks Online for accurate financial tracking.

Automation Solutions

Work smarter, not harder. We implement automation tools like Zapier, Make, Airtable, and ChatGPT to reduce manual tasks, improve accuracy, and enhance productivity. Let technology do the heavy lifting while you focus on growing your business.

Our custom bookkeeping services give you clarity, organization, and confidence for those one-time or specialized projects—so you can focus on your business while we handle the details.

Book a call with Sandra to discuss your custom package today.