Business Advisory & Accounting Systems Consulting
Services include:
Audit & Financial Books Cleanup
Bookkeeping Services
Accounting Integration Specialist: Seamlessly integrate QuickBooks with other accounting automation tools like Shopify, Amazon, or ConnectBooks, Taxomate, Square POS, Toast, to enhance efficiency and accuracy.
Fractional CFO for Startups: Strategic financial leadership on an hourly basis to help businesses navigate growth, audits, and compliance.
Reach out today to discuss how we can provide solutions to drive your business forward.
Bookkeeping & Business Compliance
Range: $250.00 - $600.00 fixed monthly fee
Simplify your financial management with consistent monthly bookkeeping and business compliance services. We provide accurate financial recordkeeping, account reconciliations, and reporting. From payroll and tax planning to ensuring compliance with ever-changing regulations, we handle the details so you can focus on growing your business.
We offer fractional CFO services on an hourly basis rate. Ideal for an upcoming audit or IRS examination compilation.
Project Based Only
Need help with a one-time financial project?
We specialize in:
Cleaning up financial books to get ready for taxes.
Mapping accounts for seamless integration into QBO, with platforms like Amazon, Shopify & other sellers
Training business owners on how to efficiently use QuickBooks Online.
Configuring and optimizing the chart of accounts for accurate tax reporting.
Let us handle the details and set your business up for success!
“Shirley has been the absolute best to work! I am a new business owner, and she has brought forth so much knowledge, guidance and patience when it comes to helping me understand the many things that come with owning a business. It is obvious that she loves what she does, and I am very lucky to have come across her!”
“I have a law firm that specializes in advising small business owners and I strongly recommend Shirley for accounting for small business clients. She is experienced, responsive and cares about her clients.”
“Shirley has been instrumental in helping us run our business and have accurate financials”
“Working with Shirley has transformed our booking and more importantly our business. She is proactive, professional, a joy to work with. We are grateful to have her on our team.”
“Here are some improvements we have experienced over the past year: implemented bookkeeping procedures to best fit our work flows, implemented an organized tracking cycle and response to media partners (bills), maximized use of QuickBooks desktop, some technical support, tied up financial statements, S-Corp management (payroll, distributions tracking), and some individual tax prep and company tax planning.”
“We were so lucky to find Shirley listed on Quickbooks Online’s database of accountants who could help a small business get their accounting in order. Shirley is incredibly quick, courteous, and has insights that we never would have known had it not been for her attention to detail and drive to help us out as much as possible. I can’t recommend Shirley enough - really, we’ve hired quite a few people for various services while we’ve been in business, and Shirley’s expertise, professionalism, and kind nature truly puts her head and shoulders above the rest.”