QUICKBOOKS SETUP • CATCH-UP & CLEANUP • MONTHLY BOOKKEEPING • PAYROLL
How I Help
You focus on your business. I'll take the books off your plate.
Simple, reliable bookkeeping, whether your books need ongoing care or a fresh start.
Start off right with QuickBooks set up for the way your business actually works.
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• Company file set up and customized for your business
• Chart of Accounts built to fit how you track money
• Bank and credit card accounts connected
• A walkthrough so you know where everything is
Behind or out of order? I’ll bring your books current so you can start fresh.
• Months or years of past bookkeeping brought current
• Errors and miscategorized entries corrected
• Business and personal expenses sorted out
• A clean starting point for monthly bookkeeping
Accurate, up-to-date books every month, so you always know where you stand.
• Every transaction categorized and accounts reconciled
• Monthly profit and loss statement and balance sheet
• A clear picture of where your money is going
• Books organized and ready to hand to your tax preparer
Accurate, on-time payroll for your team, every pay period.
• Your team paid accurately and on time, every pay period
• Payroll taxes filed through a trusted payroll partner
• Payroll records kept in sync with your books
• 1099s prepared and filed for your contractors
meet your bookkeeper
Hi, I'm Kathy
I’ve worked in QuickBooks for nearly 20 years and I’m a certified QuickBooks Online ProAdvisor and Intuit Bookkeeping trained. I started Off Your Plate because you should be spending your evenings and weekends on your business and your life, not catching up on your books.
My background in operations management and years of working one-on-one with clients taught me to keep a lot of moving parts organized and to solve problems calmly. Now I bring that same steady approach to your books, so you always know where you stand.
    Certified by Intuit, the makers of QuickBooks
How It works
Getting started is easy.
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Book a free call
We'll talk about your business, where your books stand today, and what you need. No pressure and no jargon.
Get caught up
I'll bring your books current and clean, so you have a solid starting point.
Off your plate, every month
I keep your books, reports, and payroll running every month, so you can focus on your business and your life.