Bookkeeping
Reliable bookkeeping is the spine of everything else — taxes, payroll decisions, and investor conversations all inherit what happens here. I record transactions with consistency, reconcile aggressively, and leave notes your CPA can follow.
What’s included
- Daily / weekly / monthly transaction recording tailored to your cadence
- Bank and credit card reconciliations (matched to source statements)
- Catch-up and clean-up bookkeeping for backlog seasons
- Accounts payable & receivable hygiene — aging awareness and sensible workflows
- Payroll bookkeeping support (journal entries, liabilities, clearing accounts)
Who it’s for
Owners who want books that reconcile without drama — especially multi-channel sellers, seasonal operators, and teams growing faster than their processes.
Accounting
Once bookkeeping is dependable, accounting turns numbers into decisions: margins by segment, healthy balance sheets, and closes that repeat month after month instead of reinventing themselves.
What’s included
- Monthly, quarterly, and year-end financial statements
- General ledger maintenance with review checkpoints
- Chart of accounts setup & optimization (without breaking comparability)
- Management reporting — P&L, balance sheet, cash flow views operators actually read
- Budgeting and forecasting grounded in historical trends
Who it’s for
Businesses graduating from “basic bookkeeping” into disciplined reporting — or recovering after a messy stretch.
Tax services
I’m not a substitute for licensed tax filing in every jurisdiction — but I prepare books and schedules so professionals can file with confidence. Think tax-ready, not tax-mystery.
What’s included
- Sales tax / VAT / GST filing support (prep workflows, reconciliations, documentation packs)
- Tax-ready financial packages for CPAs and preparers
- 1099 preparation support for qualifying US setups
- Year-end close routines & tidy trial balances before filing windows
Who it’s for
Businesses juggling multi-region obligations or rebuilding documentation ahead of filing.
Software setup & migration
Tools only help when they’re configured for your workflows — feeds mapped, accounts sane, integrations pointing at the right revenue streams.
What’s included
- QuickBooks Online & Desktop setup, training, and clean-up
- Xero setup, conversion, and ongoing administration hygiene
- Migrations between QuickBooks and Xero with reconciliation checkpoints
- App integrations — Stripe, Square, Shopify, Gusto, Bill.com, Hubdoc, Dext, and similar stacks
Who it’s for
Teams switching platforms, onboarding after fundraising, or recovering from DIY setups that aged poorly.
Advisory / Virtual CFO (lite)
Lightweight advisory pairs reporting with interpretation — cash runway visibility, KPI discipline, and profitability lenses without hiring a full finance bench.
What’s included
- KPI dashboards tuned to what drives your margins
- Cash flow planning — conservative scenarios + triggers
- Profitability analysis by product line or location where data supports it
Who it’s for
Operators who already have bookkeeping rhythm but want sharper decisions monthly.
Pick a tier — refine during consultation
Starter vs Growth vs Custom depends on volume and complexity — see transparent packages on the pricing page.
View pricing
The Accountant Nasir