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Marshall Li Bookkeeping

Services

Monthly Bookkeeping

Keep your books organized and up to date throughout the month. I categorize transactions, maintain your books, and make sure your financial records stay current.
 

Bank & Credit Card Reconciliations

I reconcile your bank and credit card accounts to make sure your QuickBooks records agree with your actual account activity and identify discrepancies that need attention.
 

Accounts Receivable & Accounts Payable

Keep track of money coming in and bills going out. I can help maintain customer invoices, vendor bills, and outstanding balances.


Financial Statements

Receive accurate, easy-to-understand financial reports, including Profit & Loss and Balance Sheet statements, so you can better understand how your business is doing.
 

QuickBooks Online Setup & Organization

Help getting your QuickBooks Online account organized, including chart of accounts, customers, vendors, products and services, and basic bookkeeping workflows.
 

Bookkeeping Cleanup

Have your books fallen behind? I can help organize and correct straightforward bookkeeping issues so you can get back on track.

Limited to straightforward cleanups; complex or extensive historical cleanups may require referral to an experienced accounting professional. 

For pricing of services please contact me for a free consultation and personalized quote.

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