Hey, I’m Kim.
I help small business owners keep their books accurate, organized, and up to date to better understand their numbers and focus on running their business.
How I can help
Accurate and Organized
I keep your books accurate, organized, and up to date so you always have a clear picture of your business finances. From categorizing transactions to reconciling accounts, I focus on the details so your records stay clean and reliable.
Clear and Approachable
Bookkeeping shouldn’t leave you wondering what your numbers mean. I provide straightforward reports and clear communication, so you understand where your business stands and can make informed decisions with confidence.
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15+ Years QuickBooks Experience
Hands-on experience managing small business finances since 2010
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QuickBooks Certified
QuickBooks Online Advisor
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Small Business Focused
Practical bookkeeping for businesses and rental properties
Bookkeeping Services
Monthly Bookkeeping
Keep your books accurate, organized, and up to date with transaction categorization, account reconciliations, and monthly financial reporting.
Bookkeeping Clean Up
Behind on your books or not sure they're accurate? I’ll review your records, identify issues, and help get your books cleaned up and back on track.
Free Consultation
Not sure what level of bookkeeping support your business needs?
Let’s start with a free consultation. We’ll talk about your business, where your books stand today, and what you need help with.
FAQs
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We’ll start with a brief conversation about your business, how your bookkeeping is currently being handled and what you’re looking for help with. I’ll ask about the accounts and systems you use, your bookkeeping history, and any concerns you have. From there, I’ll explain the next step and determine whether TrueLine is a good fit for your business.
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If you have existing books, the next step is a $100 Bookkeeping Diagnostic Review. The review fee is invoiced and paid before I access and evaluate your books. During the review, I’ll assess the current condition of your bookkeeping, identify areas that need attention, and determine the services needed so I can provide accurate pricing.
The $100 review fee is non-refundable because it covers the time spent evaluating your books. If you choose to move forward with TrueLine Bookkeeping, the full $100 will be credited toward the cost of your bookkeeping services.
After the review, I’ll provide my recommendations and pricing. If you decide to move forward, you’ll receive an engagement agreement outlining the services and fees, and we’ll begin the onboarding process.
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Yes, if you have existing bookkeeping records, I’ll verify their current condition before providing final pricing. Even when books appear to be up to date, a review helps confirm that accounts are reconciled and the financial records are in good order.
Brand-new businesses that need a new QuickBooks setup and have no existing bookkeeping history generally will not need a diagnostic review.
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Monthly bookkeeping starts at $300 per month. Every business is a little different, so pricing depends on factors such as the number of accounts, monthly transaction volume, bookkeeping needs, and the current condition of your books.
Cleanup and catch-up bookkeeping is priced separately based on how far behind the books are and the amount of work needed. After reviewing your needs and existing books, I’ll provide clear pricing before any bookkeeping work begins.
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Once you decide to move forward, I’ll provide an engagement agreement outlining the services and pricing. Then we’ll complete the onboarding process, gather the access and information needed, and establish a plan for getting your books cleaned up or beginning your ongoing monthly bookkeeping.