Services
Catch Up / Clean Up
Falling behind on your books happens — especially when you’re focused on running a business. But getting caught up doesn’t have to be overwhelming.
Whether you’re months behind or trying to clean things up before tax season, we’ll help you bring your books back into alignment—accurately, gently, and without judgment. You’ll gain clarity, uncover missed deductions, and feel the peace of knowing everything is finally back in order.
Here’s what’s included:
- Accounts Receivable & Payable Review
Organize and update what’s owed to you - and what you owe - so your financial picture is clear and current. - Account Reconciliation
We’ll go back through your bank and credit card statements to ensure everything lines up and nothing’s missing. - Transaction Categorization
Every expense and income item will be reviewed and coded correctly, so your reports reflect reality. - Tax-Ready Books
Clean, accurate records that help you minimize tax liabilities and hand everything off to your CPA with confidence.
Let’s Chat
We’d love to learn more about your business and how we can help you get caught up and back on track.
Monthly Bookkeeping
Save time, reduce stress, and get back to doing what you love—while we handle the numbers behind the scenes. Most clients save up to 10 hours a month and $7,500 a year by streamlining their bookkeeping with Summer Joy Bookkeeping.
Every month, you’ll receive accurate, up-to-date financial records—plus the clarity you need to make confident decisions. You’ll always get a Profit & Loss Report and Balance Sheet, but we’ll also provide any additional reports that support your unique business goals—just ask!
Here’s what’s included:
- Bank & Credit Card Reconciliation
Ensure every transaction is accounted for, so your records match your actual balances. - Accounts Receivable & Payable Tracking
Stay on top of who owes you (and what you owe), with clean, current records - and optional follow-ups on past-due invoices. - Payroll Processing
We’ll track payroll entries and ensure they’re recorded correctly for accurate reporting and tax prep. - Transaction Categorization
Every expense and income item is placed where it belongs, so your financials tell the full story. - Sales Tax Filing
We’ll calculate and help you prepare accurate filings based on your state’s requirements. - Financial Reporting
Monthly P&L and Balance Sheet reports - plus any custom reports you need to track growth and make strategic decisions. - Customized Reports
Need to track a specific income stream, expense category, or client project? We'll create reports that reflect what matters most to you. - Inventory Tracking (if applicable)
Monitor what’s coming in and going out, so you can stay stocked without overbuying. - Job Costing
Break down income and expenses by project or job to see what’s truly profitable.
Let’s Chat
We’d love to learn more about your business and how we can help.
Simple, Custom Pricing
Simple, Custom Pricing
No two businesses are exactly alike — and your bookkeeping needs are as unique as the way you do business.
That’s why I offer custom pricing tailored to your specific needs,
based on things like your average monthly transactions, number
of accounts, payroll setup, and any extra support you’d like -
such as invoicing or sales tax reporting.
Whether you’re a solo service provider or a growing team with more moving parts, I’ll create a plan that reflects your business rhythm — and makes sure you’re only paying for what you truly need.
Let’s connect for a free evaluation, and I’ll provide a clear, fair quote with no pressure and no surprises.
🌞 Sunshine Savings
Because every business is different, I offer simple starting points, and we can customize from there based on your goals.
📚 Clean Up / Catch Up
- 30% off cleanup for 2024 through present
Great for small businesses who just need a clear, updated view of their books.
- 50% off cleanup for 2024 through present with a 12-month bookkeeping commitment
A perfect way to get your books in shape and stay on track all year long with monthly support and peace of mind.
- 20% off multi-year catch up
📆 Monthly Bookkeeping
- 1 month free with a 12-month commitment
Not quite what you're looking for? Let’s chat and find the best fit for you.
Why Choose Summer Joy Bookkeeping?
Why Trust Us With Your Financial Peace of Mind?
Bookkeeping doesn’t have to be stressful - or feel like a mystery to solve. At Summer Joy Bookkeeping, we bring calm, clarity, and consistency to your finances, so you can enjoy more of what success should feel like: freedom, confidence, and peace of mind.
Peace of Mind
When you delegate your books to someone you trust, you open up space—not just in your schedule, but in your life.
With Summer Joy Bookkeeping, you’ll gain more than a perfectly balanced ledger. You’ll unlock the freedom to:
• Spend quality time with your family or dive into your passions
• Focus on growing your business with clarity and confidence
• Enjoy your success - without the burden of financial overwhelm
Tailored to You
Customized Support
Every business is different. I’ll adapt to your systems, preferences, and pace - so your bookkeeping feels like a seamless part of your flow.
Detail-Focused
From big-picture planning to tiny transactions, every detail is handled with care and precision.
Cloud-Based Convenience
Using QuickBooks Online means your books are always up to date, securely stored, and accessible from anywhere - whether you're in the office or on the beach.
