Small Business Bookkeeping, Made Clear
My Focus
Hi, my name is Grace Hoath and I provide straightforward bookkeeping support to small businesses.
I’m based in Delaware County, Pennsylvania, and provide bookkeeping services to solopreneurs, freelancers, and service-based businesses throughout the Greater Philadelphia area.
QuickBooks Online is at the center of everything I do. When you work directly with me, you’ll receive dependable and personalized bookkeeping support without being passed from one person to another.
My goal is simple: to keep your books organized and up to date so you can spend more time running your business.
Services
My services are designed for small businesses with straightforward bookkeeping needs. I focus on foundational bookkeeping and QuickBooks Online support rather than tax preparation, payroll, or complex accounting services.
Monthly Foundational Bookkeeping
Comprehensive monthly bookkeeping services. Keep your records organized and up-to-date every month.
- Bank Feed Categorization – Review and categorize imported bank and credit card transactions.
- Receipt Matching – Match business receipts to corresponding bank transactions for organized records.
- Accounts Payable Tracking – Track business bills and due dates.
- Accounts Receivable Tracking – Record customer invoices and payments and track outstanding balances.
- Standard Financial Reports – Monthly Profit & Loss and Balance Sheet reports.
- Monthly Reconciliation – Reconcile bank and credit card accounts to identify discrepancies and keep records up to date.
QuickBooks Online Setup (One-Time)
For brand new small businesses who are just getting started.
- Company & Accounting Setup – Set up the QuickBooks Online company and basic bookkeeping preferences.
- Chart of Accounts Setup – Create or customize a basic chart of accounts for the business.
- Bank & Credit Card Connections – Connect business accounts for transaction importing.
- Transaction Categorization Setup – Establish consistent income and expense categories for ongoing bookkeeping.
- Opening Balance Setup – Enter opening balances when applicable.
- Bookkeeping Workflow Setup – Establish a straightforward process for transaction categorization, receipt organization, reconciliation, and monthly reporting.
- Set up Walkthrough – Review the completed bookkeeping setup and monthly workflow with the client.
QuickBooks Online Transition (One-Time)
For businesses moving from another accounting system or an existing bookkeeping process to QuickBooks Online.
- Review existing bookkeeping records and account structure.
- Map existing accounts to a basic QuickBooks Online chart of accounts.
- Set up the QuickBooks Online company file.
- Connect applicable bank and credit card accounts.
- Enter opening balances, when applicable.
- Set up the bookkeeping workflow for ongoing monthly services.
- Review the completed transition with the client.
Request a Consultation
Click the “Free Consultation” button below to schedule a call. Let’s discuss your business needs and how I can help!