Tri-City Bookkeeping
About Me
Experienced Bookkeeping You Can Depend On
With more than 10 years of experience as an independent bookkeeper, I provide reliable bookkeeping and financial reporting support for small businesses, nonprofits, churches, and service-based businesses. I work directly with clients to keep financial records accurate, organized, and up to date while providing clear reports to help them understand their finances and make informed decisions.
Our Services
Tri-City Bookkeeping provides practical, ongoing bookkeeping support tailored to the needs of small businesses, nonprofit organizations, churches, and service-based businesses. Services include QuickBooks bookkeeping, accounts payable, bank and credit-card reconciliations, journal entries, month-end financial reporting, Profit & Loss and Balance Sheet reporting, Budget vs. Actual reporting, and nonprofit and board financial reporting. I can also work with your outside CPA to record year-end adjustments and help keep your books organized throughout the year.
How I Work With Clients
I work directly with each client to establish a bookkeeping process that fits their organization. Services can be provided remotely, with records and information shared securely and communication handled by phone, email, or online meeting. My goal is to keep your books accurate and organized, provide clear financial reports, and make the bookkeeping side of your business easier to manage.
Why Work With Tri-City Bookkeeping
Services
New Client Questionnaire
Interested in bookkeeping services? Complete the New Client Questionnaire to provide information about your business and bookkeeping needs.
Remote Bookkeeping
Bookkeeping services are provided remotely, allowing me to work with clients regardless of location within the United States. Records and financial information can be shared securely, with communication handled by phone, email, or online meeting.
Catch-Up & Cleanup Bookkeeping
Help bring overdue or disorganized books up to date by reviewing transactions, completing reconciliations, correcting bookkeeping issues, and organizing financial records so ongoing bookkeeping can move forward accurately.
Bank and Credit Card Reconciliation
Reconcile bank and credit card accounts to QuickBooks, identify discrepancies, and help ensure transactions are accurately recorded and financial records remain up to date.
Financial Reporting
Prepare monthly and/or quarterly financial reports based on client needs, including Profit & Loss, Balance Sheet, and Budget vs. Actual reports to provide a clear picture of financial activity and performance.
Nonprofit & Board Financial Reporting
Prepare financial reports for nonprofit organizations, churches, boards, and treasurers, including Profit & Loss, Balance Sheet, and Budget vs. Actual reporting. Coordinate with outside CPAs as needed for year-end adjustments and financial …