Bookkeeping and reporting for growing businesses
Know where your business stands. Every month.
Clean up unreliable books, stay current with monthly bookkeeping, and get clear reports that help you understand what is actually happening in the business.
CPA led
14+ years' experience
5+ years in QBO
Monthly business snapshot
Updated
Clear numbers. Better visibility.
Six-month trendRevenue
What changed: Revenue improved while operating expenses remained controlled.
CleanupFix what is behind or unreliable.
Monthly booksKeep everything current and organized.
Clear reportingUnderstand performance without decoding spreadsheets.
Does this sound familiar?
If you can’t trust your books, you can’t trust your decisions.
When your books are inaccurate, outdated, or difficult to understand, every business decision becomes a guess. We help you keep your books accurate, organized, and reliable so you always have confidence in your numbers.
01
Your books are behind, inconsistent, or difficult to trust.
02
Too much time is spent correcting issues and chasing missing information.
03
Your financial reports do not clearly show what is driving revenue, expenses, and cash.
04
Your bookkeeping process is too manual or difficult to maintain as the business grows.
Services
Start with what your books need now.
Each engagement is built around the current condition of your books, your monthly activity, and the level of reporting you actually need.
Bookkeeping Cleanup
Bring your books back on track.
- Bring overdue or disorganized books up to date
- Correct bookkeeping errors and reconcile key accounts
- Improve processes and document recommendations for long-term accuracy
Starting at$800
Request a cleanup review →
Monthly Bookkeeping
Keep your books accurate, every month.
- Transaction review, categorization, and account reconciliations
- Month-end close and reliable financial statements
- Ongoing process improvements and workflow optimization
Starting at$750/month
Discuss monthly support →
Business Performance Reporting
Turn your numbers into meaningful insights.
- Standardized and structured monthly reports
- KPI dashboards tailored to your business
- Plain-English insights and month-over-month performance analysis
Starting at$250/month
Available only as an add-on to Monthly Bookkeeping.
Improve your reporting →
Every business is different. Final pricing depends on the complexity of your books, transaction volume, and reporting requirements.
SP
Samir Paquil, CPA
Bookkeeper & Finance Operations Professional
Why work with me
Accurate books, streamlined systems, and reporting you can actually use.
I bring more than 14 years of accounting and bookkeeping experience across consulting, real estate, ecommerce, and service-based businesses. My focus is simple: keep your books accurate, improve your processes, and provide financial information you can actually trust when making important business decisions.
CPA with 14+ years of accounting and bookkeeping experience
5+ years of hands-on QuickBooks Online experience
Strong Google Sheets, reporting, and process-automation expertise
Experience supporting growing businesses with complex monthly activity
How to get started
A clear process from first review to final delivery.
Review the current setup
We look at the condition of the books, the current process, and the type of support you need.
Do the work
The books are cleaned up or maintained monthly, with business performance reporting added where included in the engagement.
Deliver clarity
You receive clean, documented books or an ongoing monthly process with dependable reporting.
Frequently asked questions
Before we get started.
Do I need a cleanup first?
Not always. I review the current condition of the books first and recommend cleanup only where it is needed.
What accounting software do you use?
My main platform is QuickBooks Online, supported by Google Sheets and other workflow or reporting tools where useful.
How is pricing determined?
Pricing depends on transaction volume, number of accounts, complexity, current condition of the books, and reporting needs.
Can you coordinate with my tax professional?
Yes. I can maintain organized financial records and coordinate with your CPA or tax preparer when needed.
Do you provide tax or financial advice?
No. My services focus on bookkeeping, reporting, and finance operations. Tax, legal, and investment advice should come from the appropriate licensed professional.
Ready for clearer numbers?
Start with a clear review of where your books stand.
We’ll identify what needs attention and whether cleanup, monthly bookkeeping, or monthly bookkeeping with performance reporting is the right next step.
Book a Discovery Call
Prefer email? inquiry@bookswithclarity.com