Welcome
Customized and Strategic Bookkeeping Services
Building strong financial foundations and ensuring compliance, so your business thrives.
About Me
With a background in banking, audit, and risk mitigation, I bring expertise and precision to financial management. I help businesses stay compliant, organized, and financially sound, so they can focus on growth.
Serving industries such as real estate, manufacturing, construction, insurance / brokerage, and healthcare, to name a few, I tailor bookkeeping solutions to meet unique industry needs—ensuring accurate financial categorization, troubleshooting discrepancies, and maintaining seamless records.
By outsourcing your bookkeeping, you gain time, clarity, and peace of mind. I provide meticulous attention to detail and transparent communication, making financial management effortless and efficient.
Let’s simplify your finances, so you can focus on what you do best.
Personalized Approach
When questions or concerns arise, you can trust that I provide accurate, reliable financial guidance tailored to empower your business. My approach centers on consistent communication and accessibility, ensuring you have the support you need when you need it.
I am committed to giving your business the dedicated financial attention necessary for sustainable growth, helping establish strong financial foundations and practices so you can thrive in every aspect.
Committed to Service
I am dedicated to providing exceptional service with professionalism, accuracy, and transparency. My goal is to simplify financial management, offering reliable solutions that support your business’s success.
Through meticulous attention to detail, proactive problem-solving, and consistent communication, I ensure your financial records remain accurate, organized, and tailored to your unique needs. You can count on me to navigate complexities, address concerns, and provide guidance so you can focus on what truly matters—running and growing your business.
Save Time and money
Each month, gain clear insight into your financial standing, helping you make informed decisions about your next steps. I ensure your records stay organized and balanced, so you can see the bigger picture and navigate financial choices with confidence.
Avoid costly errors and unnecessary stress—your documents will be accurate and well-prepared, giving your tax preparer everything needed for seamless year-end filings. With a proactive approach, I help you stay ahead, so you can focus on growing your business while keeping your finances in order.
Services
Monthly/Annually
Features & Benefits
Additional Services
- Transaction entry/classification of income and expenses
- Make journal entries for business transactions paid with personal funds or cash
- Account reconciliations from bank statement(s), credit card(s), and merchant accounts, if applicable
- Generate financial statements including Balance Sheet and Profit & Loss Reports
- Record customer payments, if required
- Record bill payments
- Presentation of financials to tax preparer for federal tax filings
- Unlimited email/text support
- Certified QuickBooks ProAdvisor
Additional Services
Features & Benefits
Additional Services
- Payroll Processing
- Payroll Tax Filing
- Process monthly and annual ACH payments
- 1099 & 1096 filings, if applicable
- Invoicing
- Bill pay
- Account Clean Up
Features & Benefits
Features & Benefits
Features & Benefits
- Privacy and confidentiality are of the greatest concern for me coming from the banking industry
- Secure data transfer and storage
- More time to focus on your business and what matters most, generating revenue
- Accurate books and timely reporting delivered straight to your desk.
- Peace of mind knowing you can contact me at any time
- One on one bookkeeping
- Transparent pricing
Welcome to Clay's Bookkeeping. Please reach out to us for a quote or with any questions you may have.
Thank you for your visit!