Full-Cycle Bookkeeping
Daily, weekly, or monthly transaction recording, bank reconciliations, and general ledger maintenance across QuickBooks, Xero, and FreshBooks.
Accurate books, real-time financial reporting, and strategic clarity — delivered remotely with the precision your business deserves.
From daily transaction entry to year-end close, every engagement is tailored to how your business actually runs.
Daily, weekly, or monthly transaction recording, bank reconciliations, and general ledger maintenance across QuickBooks, Xero, and FreshBooks.
P&L statements, balance sheets, cash flow reports, and custom dashboards that translate numbers into clear decisions for owners and investors.
Invoice management, vendor payment scheduling, client billing follow-up, and aging reports — keeping your cash flow predictable every month.
End-to-end payroll runs, tax withholdings, direct deposit coordination, and quarterly payroll tax filings for teams of any size.
Year-end clean-up, categorization review, and organized financials handed directly to your CPA — reducing their time and your tax bill.
Chart of accounts build-out, historical data import, third-party app integration (Shopify, Stripe, HubSpot), and team training.
From early-stage startups to established service businesses, maintaining books through growth, restructuring, and everything in between.
Manage full-cycle bookkeeping for 18 active clients across e-commerce, SaaS, consulting, and real estate. Reduced average monthly close time by 40% through standardized reconciliation workflows.
Oversaw a portfolio of 30+ small businesses, trained two junior bookkeepers, and led the firm's migration from desktop to cloud-based platforms. Payroll error rates reduced to under 0.3%.
Handled AP/AR for 12 commercial properties, produced monthly owner statements, and coordinated with external CPA at year-end. Reconciled CAM charges and prepared lease abstracts.
Depth in the platforms most growing businesses rely on, with a practical bias toward automation and clean data.
Engagements built on trust, clarity, and books that close on time — every month.
"Before HoloBookkeeper, I had no idea whether we were actually profitable month to month. Now I get a clean P&L by the 5th and make decisions with real confidence."
"We were behind on books for nearly two years. HoloBookkeeper did a full clean-up in 6 weeks, got us tax-ready, and has been our bookkeeper ever since. Incredibly thorough."
"Our CPA told us our books were the cleanest they'd seen from any small business client. HoloBookkeeper makes year-end completely painless — we actually look forward to it now."
"The payroll setup saved us hours per pay period. When we scaled from 4 to 14 employees in six months, HoloBookkeeper handled it all without missing a beat."
Everything you need to know before getting started.
Whether you need a full-service bookkeeper or a one-time clean-up, I'll assess your situation and give you an honest recommendation — no sales pressure.
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