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Books & Works offers a variety of professional bookkeeping services, including sales tax services, customer invoicing, bookkeeping clean-up, new business bookkeeping setup, and bill paying for small businesses.

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New Business Bookkeeping Set Up

Starting a new business comes with a lot of moving pieces—your bookkeeping shouldn’t be one of the headaches. Our New Business Bookkeeping Setup service lays the foundation for accurate, organized, and stress-free financial management from day one. We establish a customized chart of accounts, set up accounting software, connect bank and credit card feeds, and implement best-practice workflows tailored to your operations. You’ll receive clear guidance on how to maintain records, track expenses, and understand your financial reports. With everything set up correctly from the start, you gain confidence, clarity, and a solid financial structure that supports long-term growth.

Bookkeeping Clean-Up 

With the bookkeeping clean-up service is designed to bring clarity, accuracy, and order to your financial records. Whether your books are months behind, inconsistent, or simply overwhelming, we carefully review every transaction, correct errors, reconcile accounts, and organize your financial data. By the end of the process, you’ll have clean, reliable books that give you full confidence in your financial picture and set you up for smooth ongoing bookkeeping.

Sales & Use Tax

Sales Tax Services provides complete support to keep your business compliant and stress-free. Everything from tracking taxable transactions and preparing returns to filing on time and managing notices. With accurate reporting and up-to-date knowledge of state and local regulations, we ensure your sales tax responsibilities are taken care of—so you can focus on running your business.

Customer Invoicing

Stay organized and get paid faster with our streamlined customer invoicing solutions. We manage the entire invoicing process on your behalf—from creating accurate, professional invoices to tracking payment status and sending timely reminders. Our service ensures every invoice is delivered promptly, recorded properly, and followed through to completion, giving you clearer cash-flow visibility and freeing up valuable time. With reliable support and attention to detail, you can focus on running your business while we handle the billing.

Bill Paying

The bill-paying service provides secure, reliable management of all your monthly expenses so you never miss a due date again. I will handle everything from scheduling payments to tracking confirmations, giving you peace of mind and protection from late fees. Whether you’re managing personal finances or supporting a loved one, our service ensures your bills are organized, accurate, and always paid on time.

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