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Attention Small Business Owners:

Are you spending too much time on bookkeeping and not enough time growing your business? Let me help you take the headache out of your bookkeeping.  

What we offer our Clients:
        Cloud-Based Bookkeeping

     We offer bank-level security for your monthly bookkeeping services which include a subscription to the leading software of your choice,  QuickBooksOnline or Xero. We'll give you accurate, complete, and seamless records and reconciliations.  Not only will you be able to access your books anytime/anyplace, you will understand them.  

    Tax Reporting and CPA Contact 

     With sales tax remittance preparation and clear annual reports sent to your CPA or Tax Professional, we'll ensure a stress-free tax season, for you and for them! We maintain a working relationship with your CPA/Tax Professional and are on hand to clarify any possible question.

          Prosperity & Profit Planning

     At Cornerstone Financial, we come alongside you to champion your business, provide you with financial reports and explanations that bring clarity, perspective, and insight. The financial health of your company deserves expertise and attention.  No opportunity is missed while you focus on doing what you love. 


Initial Setup - set your business up in either QBO or Xero with 256-bit encryption for keeping your financial information secure. Software subscription, included.  Additionally, if you would benefit from some apps to make your life easier and/or save money then getting those setup also falls under this standard package.

Weekly and Monthly Bank Reconciliation - compare records with bank statements in order to locate and correct any discrepancies up to 100 transactions and up to 3 accounts.

Monthly Financial Statements  -   produce 3 financial reports vital to understanding your cash flow and businesses health.

Financial Statement Review -

  a 1 hour monthly meeting to provide important information about how your cash is flowing in language you understand​​.

Support - unlimited email support.  Contact with your CPA/Tax Accountant during setup and tax time.

End of year processes - get your financial year closed out quickly and cleanly...without stress.


Initial Setup - set your business up in either QBO or Xero with 256-bit encryption for keeping your financial information secure. QBO Plus or Xero Standard subscription included. Cloud repository subscription included.

Financial Statements - provided quarterly with a Quarterly Financial Statement Overview 

Reconciliation - 2 Bank Accounts (checking, savings, or credit card) with a total of 50 transactions per month

Support - Email, text and phone and assistance with your CPA at tax time


       Add-On Services

Cleanup - hourly rate or by the size of the job

Accounts Receivable (Invoicing) 

Accounts Payable (Bill pay) 

Payroll Coordination with a payroll provider

Financial Apps Implementation

For more information, please contact me for a free consultation

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