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Bookkeeping Services
Bookkeeping Services
Clarity • Confidence • Care • Growth • Empowerment
TruNorth helps business owners gain clarity, confidence, and control over their finances through personalized bookkeeping and financial support.
TruNorth helps business owners gain clarity, confidence, and control over their finances through personalized bookkeeping and financial support.
Clarity • Confidence • Care • Growth • Empowerment
QuickBooks Online Setup & Clean-Up
Already using QuickBooks Online but not confident that everything is set up correctly? TruNorth can help organize, clean up, and strengthen your existing bookkeeping system.
We'll:
o Review your current QuickBooks Online file
o Correct bookkeeping errors and historical issues
o Clean up uncategorized or miscategorized transactions
o Reorganize your chart of accounts when needed
o Reconcile accounts and identify discrepancies
o Improve the accuracy and reliability of your financial records
Best for:
Business owners already using QuickBooks Online who need cleanup, reorganization, troubleshooting, or a fresh start with an existing file.
Ongoing Bookkeeping
Stay financially organized with consistent, reliable bookkeeping support designed to help you understand your numbers and make informed business decisions.
Services include:
o Categorization of income & expenses
o Monthly bank and credit card reconciliations
o Profit & Loss and Balance Sheet reports
o Ongoing account monitoring and review
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 & Special Projects
Need help without committing to ongoing bookkeeping? I offer flexible support when you need it.
Services may include:
Financial Foundation Session
Build the financial structure your business needs before investing in bookkeeping software or ongoing services.
Perfect for:
o New business owners
o Startups
o Service providers
o Entrepreneurs preparing for growth
Ask the Bookkeeper
Bring your bookkeeping, QuickBooks, organization, or financial questions and get practical answers and guidance.
Perfect for:
o DIY business owners
o QuickBooks users
o Entrepreneurs needing occasional support
QuickBooks Setup & Go
Get QuickBooks set up correctly from the beginning, including account connections, chart of accounts setup, training, and workflow guidance.
Perfect for:
o Businesses ready to implement QuickBooks
o New business owners
o Businesses transitioning from spreadsheets
Bookkeeping Review Sessions
A second set of eyes on your books to identify issues, answer questions, and recommend improvements.
Additional Support
Personal Money Care
(Daily Money Manager Services)
Practical support for staying organized with everyday finances.
For individuals who want help keeping track of bills, expenses, and cash flow without the overwhelm.
Services may include:
o Bill tracking and reminders
o Income and expense organization
o Budget and cash-flow check-ins
o Bank and credit card monitoring
o Periodic check-in calls or summaries
Important Note: While I can help you organize your financial information, understand your numbers, and build systems that support better decision-making, TruNorth Bookkeeping does not provide investment advice, financial planning, legal advice, or tax advice. For those services, I recommend working with a qualified financial advisor, attorney, or tax professional.
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