LM Bookkeeping Logo

CALL

(916) 610-1530

EMAIL

[email protected]

LOCATION

Roseville, CA

LM Bookkeeping Logo

(916) 610-1530

[email protected]

Roseville, CA

LET'S CONNECT

Professional Bookkeeping Solutions for Small Businesses

Dependable Bookkeeping That Enables You to Focus on Growing Your Business

Reconciliations

Quickbooks Setup

Performance Tracking

Year-End Closing

Practical Business Insight with Professional Accounting Standards

In today’s fast-paced business environment, accurate and efficient bookkeeping is essential for maintaining financial health and meeting regulatory requirements. With decades of experience owning businesses and working in CPA firms, I combine practical business insight with professional accounting standards.

My comprehensive bookkeeping solutions streamline your financial processes and improve clarity. By leveraging modern accounting software, meticulous record-keeping, and insightful economic analysis, I help position your company for effective financial management.

By managing the details, I enable you to focus on what you do best: running and growing your business. My services deliver peace of mind and establish a solid foundation for informed business decision-making.

  • Ongoing Bookkeeping Services
  • Set Up, Catch Up, and Clean Up
  • QuickBooks Training and Support

Whether you require ongoing support, a fresh start with your books, or expert guidance using QuickBooks, I am here to help. Let’s discuss how my services can be customized to support your business goals. Contact me today to schedule a free consultation and take the next step toward clarity and confidence in your financials.

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Core Bookkeeping Solutions

Accurate Expense Categorization

Each transaction is carefully classified to ensure reliable tracking, clear reporting, and informed financial decision-making.

Income and Deposit Recording

I accurately record income and deposits, apply payments to the proper accounts, capture sales tax, and classify all revenue, ensuring clear financial reports and compliance.

Bank and Credit Card Reconciliations

Regular reconciliations confirm your books match bank, credit card, and other financial statements, keeping your records accurate and up to date.

Payroll Preparation and Compliance

Whether processing payroll directly or reviewing it for accuracy, I coordinate with providers, post adjustments, and ensure timely tax payments and compliance.

Sales Tax Tracking and Filings

I ensure that accurate sales tax records are kept and can handle the preparation and submission of state filings, helping you comply with reporting requirements.

Other Core Bookkeeping Tasks

From inventory tracking and job or location classifications to account setup and customized reporting, I tailor bookkeeping support to fit your business needs.

Adjusting Journal Entries

Record accruals, prepaids, assets, depreciation, loans, and more for a complete financial picture. Your CPA will appreciate this at year-end.

Full Account Reconciliations

All asset and liability accounts are thoroughly reconciled, giving you a Balance Sheet that accurately reflects your financial health.

Financial Statements & Reporting

Timely reports highlighting profitability, spending trends, and key financial indicators, equipping you to make confident, informed decisions.

Cash Flow Projections

Forward-looking projections that show how cash is moving through your business, helping you plan for growth, stability, and financial resilience.

Budgeting and Performance Tracking

I collaborate to build a realistic budget and generate monthly or quarterly budget-to-actual reports for continuous performance evaluation.

Monthly or Quarterly Closing

The books are formally closed monthly or quarterly to lock in accuracy and prevent changes to finalized data. If needed later, adjustments are made correctly and transparently.

Year-End Closing

With reconciliations and adjustments performed throughout the year, your books are CPA-ready by year-end, saving time and avoiding extra accounting fees.

Collaboration with Your Accountant

With seven years of experience in CPA firms, I communicate fluently with accountants to ensure your records meet their standards. I seamlessly integrate CPA directives, such as new loans or fixed asset purchases, into your bookkeeping and work closely with your CPA to implement systems that enhance reporting and insight.

Maximizing Your CPA's Role

When your books are clean and current, your accountant can focus on what they do best: strategic tax planning, analysis, and business advisory maximizing the value of their services to your company.

Strategic Year-End Reflection

Year-end is an ideal time to reassess and plan. We will discuss any necessary changes in your accounting systems or reporting processes and prepare for the future confidently and clearly.

working with businesses
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Supporting your UPward Trajectory

Set-UP

For startups or newly established businesses, I design and implement an accounting system tailored to your needs that is easy to manage, scalable, and built for clarity.

UPgrade

Whether switching to QuickBooks Desktop or Online, or another platform, I handle the transition smoothly and provide training to ensure you are confident going forward.

Catch-UP

Are you falling behind on entries or reconciliations? No matter the backlog, I can help you get current and establish a system to stay on track.

Clean-UP

If your books are messy or inaccurate, my Clean-Up services will resolve misclassifications, correct entries, and restore order and reliability to your financial data.

A Hand UP

I am available for special projects, from identifying Key Performance Indicators (KPIs) to cost-cutting analysis, system automation, and other initiatives that support better decision-making and operational efficiency.

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Why Work With Me

Peace of Mind Through Consistent, Expert Bookkeeping

I provide reliable, high-quality bookkeeping services that ensure ongoing accuracy and organization in your financial records. By entrusting your regular financial maintenance to me, you can be confident that your books are always current, compliant, and ready for review. This dependable support allows you to concentrate fully on growing your business, knowing your financial data is in expert hands and that your records provide a clear foundation for decision-making.

Bookkeeping with a Business Owner’s Perspective

With decades of experience owning and operating my own e-commerce and bookkeeping businesses, I understand the challenges and priorities that small business owners face. This includes managing day-to-day operations, monitoring financial health, and focusing on growth. My unique perspective enables me to anticipate your needs, tailor bookkeeping services to your workflow, and offer practical solutions that make financial management more straightforward and efficient.

CPA-Level Bookkeeping that Maximizes Your CPA’s Value

Having years of experience as a staff bookkeeper in CPA firms, I am well-versed in their standards and consistently apply professional accounting procedures and best practices. I ensure that your books are always CPA-ready, especially at year-end, which minimizes delays and costly adjustments. By collaborating directly with your accountants, I create a seamless workflow that includes implementing their protocols, fulfilling report requests, posting adjusting entries, and supporting new systems. This allows your CPA to focus their time and fees on high-value services such as financial analysis, tax preparation, and strategic consulting.

Invested in Your Success - Committed to Your Growth

I simplify your financial management so you can concentrate on what matters most—growing your business. When you choose to work with me, you gain a service provider and a dedicated partner invested in your success. I build a solid bookkeeping foundation tailored to your goals and compliance requirements, providing clear guidance and ongoing support to help you manage your finances confidently.

Industries Served

I primarily work with small business owners across various sectors, including retail, service industries, consulting, and creative fields. The industries I serve include:

  • Doctors and Dentists
  • Attorneys
  • Insurance
  • Retail
  • E-commerce
  • Construction

Let's Connect

Ready to streamline your financial operations with expert bookkeeping services?

Contact me today to schedule your initial consultation. During this meeting, I will learn about your unique requirements and develop a tailored plan that perfectly suits your business. Together, we will achieve financial clarity and compliance, allowing you to focus on expanding your business.

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