
Aiding small businesses in their quest to grow and make the right number-based decisions is a passion of mine. You work hard to turn your vision into a profitable business. Whether you are in the early stages of building your business, or have reached a level where you contemplate expanding or making investments, keeping the books may be a skillset you'd rather not dabble in. Quickbooks Online makes it easy for you to streamline your bank accounts and track employee hours, but that is not where the financial journey ends. Tidepool Bookkeeping can help you categorize all those transactions and run customized reports, which you in turn can bring to your CPA for their tax time expertise.
Sometimes your books need
a light dusting, sometimes
they need a complete overhaul.
I am here to help get you up to date.
Once your books are up to date, you can move on to a monthly service. This service includes:
-Categorizing transactions
-Reconciling accounts
-Monthly financial reports
-End of the year reports for your CPA
When you want to grow or simply want to know what to focus on for maximum profit,
I can work with you to customize reports or produce documents for the lender.
A solid foundation for decision making begins with accurate numbers.
Schedule a call at a time that works for you using the "contact us" form below. Before the call, it would be greatly beneficial if you can gather all bank and credit card statements from the past month and add up the number of transactions that occurred. This will make it possible to give you a fee range estimate for monthly services.
Once you have granted me temporary accountant access to your QuickBooks Online files, I can determine the state they are in and how many months of clean-up work is needed to get them up to date.
I will get back to you within 24 hours with a proposal for clean-up and a plan for keeping you up to date in the future. Your needs may be basic in terms of categorizing your transactions for tax purposes, or they may be more complex with customized reports or payroll for your employees. I will gladly work with you to make your life a little easier.
Anna Edwards has undertaken the advanced QuickBooks ProAdvisor training and passed the 2025 certification. This training covers all advanced features of Quickbooks online.
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