Services
Flexible bookkeeping support designed to keep your business organized, tax-ready, and moving forward.
Bookkeeping
Consistent, professional bookkeeping support for your day-to-day operations.
- Transaction categorization
- Bank & credit card reconciliations
- Monthly financial statements
- Tax-season ready books
All bookkeeping is performed in QuickBooks Online.
Catch-Up & Clean-Up
For when your books have fallen behind and you need to get current.
- Clean up months or years of backlogs
- Correct misclassified transactions
- Reconcile accounts to actual balances
- Prepare clear reports for your tax preparer
Monthly or Quarterly Reviews
Pair your bookkeeping with regular check-ins to stay on top of your numbers.
- Walkthrough of financial statements
- Cash flow and trends at a glance
- Time to ask questions in plain language
The Pathway Method
A simple process that gives you structure without adding more to your plate.
Understand Your Business
We start with a discovery call to understand how your business works, your current setup, and your goals.
Organize & Optimize
We organize your books in QuickBooks Online, clean up past issues if needed, and implement a simple monthly workflow.
Maintain Ongoing Clarity
You receive accurate monthly reports, optional review sessions, and books that stay ready for tax time and decision-making.
Frequently Asked Questions
Do you work with multiple accounting platforms?
I specialize exclusively in QuickBooks Online. It’s widely considered the gold standard in small business accounting software, with more than 60% market share. Its scalability, integrations, and reliability allow me to provide consistent, accurate, and tax-ready books for my clients.
Do you prepare tax returns?
Pathway Accounting focuses on bookkeeping and clean, organized financials. I do not file tax returns, but I work closely with you (and your tax professional, if you have one) to ensure your books are ready and easy to use at tax time.
What types of businesses do you work with?
I primarily support small and mid sized businesses and solo owners—contractors, consultants, creatives, and other professionals who want reliable books without building an in-house accounting team.
How does pricing work?
Pricing is a flat rate fee per month. I provide a clear quote so you know exactly what to expect each month.
Not sure where to start?
Whether you’re behind on your books or want to hand off monthly bookkeeping, we can map out a clear path in a quick call.
Schedule a Discovery Call