What I handle
Day-to-day coding and reconciliations, managing AR and basic AP, tracking invoices and payments, matching time tracking and job data to what hits the books, and building simple reports for owners and ops leaders.
Xero & QuickBooks support
Xero and QuickBooks Online bookkeeping support for service businesses.
I support founders and finance teams by handling the day-to-day bookkeeping work in Xero and QuickBooks Online—coding, reconciliations, and invoice and payment tracking— while keeping your operations and CRM in sync with the numbers.
What I handle vs what your accountant owns
I focus on clean, reliable bookkeeping and data flow. Your accountant focuses on tax, compliance, and higher-level finance strategy.
What I don’t do
I don’t act as a CPA, file tax returns, design complex entity structures, or replace your external accountant. I keep the data they rely on clean, timely, and usable.
Typical Xero and QuickBooks workflows I run
The exact workflows depend on your stack, but these are common patterns for service businesses.
Coding & reconciliations
Regular coding of bank feeds, reconciling transactions, and cleaning up suspense accounts so your balance sheet and P&L are trustworthy.
Invoice & payment tracking
Making sure invoices go out, payments are applied, and overdue items are flagged early instead of becoming surprises.
Connecting ops to the books
Aligning job data, timesheets, or scheduling tools with Xero or QuickBooks Online so revenue recognition and costs reflect what’s actually happening operationally.
You can read more about my credentials on the certifications page or request a systems & ops estimate if you want to combine bookkeeping support with CRM and operations work.