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Bookkeeping Services
Bookkeeping Services
Clarity • Confidence • Care • Growth • Empowerment
TruNorth offers bookkeeping services designed to bring clarity, organization, and peace of mind to growing businesses.
TruNorth offers bookkeeping services designed to bring clarity, organization, and peace of mind to growing businesses.
Clarity • Confidence • Care • Growth • Empowerment
QuickBooks Online Setup & Clean-Up
Starting fresh or untangling past bookkeeping issues. We’ll help you create a clear reliable foundation.
We'll:
o Set-up or reorganize your QuickBooks Online account
o Clean up historical transactions and correct past errors
o Align your chart of accounts with how your business actually operates
o Deliver a clear, functional system you can trust
Best for:
New businesses, growing businesses moving to QuickBooks Online, or anyone ready for a fresh financial start.
Ongoing Bookkeeping
Stay financially grounded with consistent, reliable bookkeeping support.
Services include:
o Categorization of income & expenses
o Monthly bank and credit card reconciliations
o Profit & Loss and Balance Sheet reports
o Clear communication and email support for questions or updates
Best for:
Growing businesses that want clean books, dependable reporting, and the confidence that everything is handled.
One-Time Support & Projects
Need help without committing to ongoing bookkeeping? I offer flexible support when you need it.
Examples include:
o Bookkeeping review sessions
o QuickBooks troubleshooting or guidance
o Custom reports or budget templates
o Targeted clean-up projects
Best for:
Businesses managing their own books but needing expert support from time to time.
Additional Support
Personal Money Care
(Daily Money Manager Services)
Support for everyday finances—with clarity and compassion.
Life gets busy. Bills pile up. Budgets slip. Our Daily Money Manager (DDM) service offers steady, practical support for individuals who want help staying organized and on top of their personal finances.
This is not financial advising—it’s thoughtful, real-world support for managing the day-to-day side of money.
Ideal for:
o Busy professionals who want peace of mind around their finances
o Creatives and freelancers managing both personal and business money
o Aging adults or caregivers who want additional organizational support
o Anyone feeling overwhelmed by everyday money tasks
What’s Included:
o Monthly bill tracking and reminders
o Organization of personal income and expenses
o Budget planning and cash-flow check-ins
o Monitoring of bank and credit card activity
o Optional check-in calls or email summaries
IMPORTANT NOTE: We do not provide financial advice or investment management—only practical, judgment-free support for managing everyday financial tasks.
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