Available Services
Bookkeeping for Small Businesses
Ideal for business owners who want clean books without the stress.
Catch-Up & Cleanup Work
For when you’ve fallen behind or things just got out of hand.
Support for Bookkeepers & Accountants
I work quietly in the background. Your clients stay yours.
I currently work exclusively with clients who use, or are willing to migrate to, QuickBooks Online.
INITIAL SETUP/CATCH UP
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Payroll integration**
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3rd Party software integration
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QuickBooks Online setup & catch-up bookkeeping
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Chart of accounts setup & maintenance
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Bringing overdue books up to date
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Fixing miscategorized transactions
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Cleaning up messy or incomplete records
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Multiple entities
ONGOING BOOKKEEPING
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Transaction categorization
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Reconciliation (bank, credit cards, other LOC)
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Loan payment and amortization tracking
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Monthly financial statements (P&L, balance sheet, cash flow)
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Sales tax tracking
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Cash flow monitoring
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Receipt tracking and management
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Sales receipts and service/product categorization
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Class tracking
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Location tracking
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Payroll integration** (Gusto, Paychex, QBO Payroll, etc.)
Services Not Offered by Sundered Oak, LLC
The following services are not currently available:
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Inventory tracking
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1099 filing
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Payroll processing**
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Tax filing and preparation
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Financial audits
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Communication with your customers and clients
Don't see a service you're looking for? Just ask and we'll let you know whether it is part of our services or not.
**I do not process payroll, but I do integrate your payroll software (Gusto, ADP, QBO Payroll, etc.) with your books, accurately recording wages, taxes, and deductions.