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?
Your books should give you clarity, not more questions.
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
For books that are behind, inconsistent, or no longer reliable.
- Bring overdue, messy, or unreliable books fully up to date
- Identify and correct bookkeeping errors, weak processes, and recurring issues
- Reconcile key accounts and confirm that the ending balances are accurate and supported
- Provide a clear handoff with documented corrections, an SOP, and any remaining items that need attention
Monthly Bookkeeping
A dependable month-end process that keeps the books current and ready to use.
- Keep transactions reviewed, categorized, and accounts reconciled each month
- Complete the month-end close and prepare reliable financial statements
- Streamline current processes and use available tools to automate repetitive work without sacrificing accuracy
- Keep the books handled each month so you can stay focused on running and growing the business
Performance Reports & Dashboards
Clear reporting that turns bookkeeping data into a practical view of business performance.
- Turn bookkeeping data into clear reports and dashboards that are actually useful for business decisions
- Track revenue, expenses, cash flow, profit, and the numbers that matter most
- Identify what is driving revenue and expenses across the business
- Show what changed, what it means, and where your attention may be needed next
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 approach is straightforward: get the books right, improve the process, and make the financial information easier to understand.
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, maintained monthly, or turned into clearer reports based on 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, reporting, or a combination of services is the right next step.
Book a Discovery Call
Prefer email? samir@bookswithclarity.com