Tidy Books. Peace of Mind.

Specializing in bookkeeping cleanups and monthly maintenance for small business owners who are ready to get organized and stay that way.

Your Trusted Virtual Bookkeeping Partner

Running a business is demanding—your bookkeeping shouldn’t add to the stress. I’m Jennifer, a certified QuickBooks ProAdvisor specializing in cleanup projects and monthly maintenance for small businesses and private practices. Whether you’re months behind or just need reliable, ongoing support, I’ll help you get organized and stay organized—so you can focus on growing your business with confidence.

MacBook Pro near potted plant
MacBook Pro near potted plant

Bookkeeping Services

Monthly Maintenance

Stay organized. Stay on track.
Once your books are cleaned up, I offer ongoing monthly bookkeeping to help you stay organized, compliant, and informed about your finances.

Monthly services include:

  • Categorizing income and expenses

  • Reconciling bank and credit card accounts

  • Monthly financial reports

  • Email support for bookkeeping-related questions

  • Optional add-ons like invoicing or 1099 tracking

Catch-ups & Cleanups

Books behind? Let’s fix that.
Whether you're a few months behind or haven’t touched your books in over a year, you're not alone—and you're not too far gone. I specialize in untangling messy, outdated, or incomplete books and getting everything organized, accurate, and tax-ready.

Clean-up services include:

  • Categorizing and reconciling past transactions

  • Fixing errors and duplicates

  • Organizing chart of accounts

  • Catching up on months (or years) of backlogged bookkeeping

  • Preparing reports for your accountant or tax professional

Get a fresh start with clean, accurate financials—and finally breathe easy at tax time.

If you're unsure whether you need a cleanup, catch-up, or monthly services, I offer a free 15-minute discovery call to get to know your business and see how I can support your bookkeeping needs.

Not sure what you need?
woman writing using pen
woman writing using pen
pen near black lined paper and eyeglasses
pen near black lined paper and eyeglasses

Frequently asked questions

What do I need to get started?

We’ll start with a free 15-minute discovery call where I’ll learn about your business and bookkeeping needs. If we’re a good fit for each other, I’ll send a proposal, service agreement, and a secure checklist of what I’ll need (like access to your QuickBooks Online account, bank statements, etc.).

What software do you use?

I work exclusively with QuickBooks Online. If you’re using another system, I can help you transition or refer you to someone who’s a better fit.

How much do your services cost?

Pricing depends on the size of your business, the complexity of your books, and how far behind things are. Cleanup services are usually a one-time, custom quote. Monthly maintenance starts at $275/month. I’ll provide a clear estimate after our consultation.

Can I just get a one-time cleanup without monthly services?

Absolutely. While many clients continue with monthly support after their cleanup, you're welcome to hire me for a one-time project—no pressure or long-term commitment required.

woman wearing yellow long-sleeved dress under white clouds and blue sky during daytime

Ideal Bookkeeping Services transformed my business finances with their exceptional cleanup and maintenance expertise.

John D.

The scene includes a dimly lit workspace with a focus on tax-related documents, a pen, and a mug. The documents are prominently featured on the table, indicating a financial or tax preparation setting.
The scene includes a dimly lit workspace with a focus on tax-related documents, a pen, and a mug. The documents are prominently featured on the table, indicating a financial or tax preparation setting.

Their monthly maintenance has made my bookkeeping stress-free and organized. Highly recommend their services!

Sarah L.

Two service windows with blue signs above each window. The left sign reads 'Facturacion Caja' and the right one reads 'Faturamento Caixa.' These windows appear to be part of a billing or payment service area. A few items, such as boxes and papers, are placed behind the windows. A small digital display shows a number.
Two service windows with blue signs above each window. The left sign reads 'Facturacion Caja' and the right one reads 'Faturamento Caixa.' These windows appear to be part of a billing or payment service area. A few items, such as boxes and papers, are placed behind the windows. A small digital display shows a number.
★★★★★
★★★★★
turned off laptop computer on top of brown wooden table

Get in Touch

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