Following is a description of just some of my general services. Once I get to know what your business needs, we can build a customized plan with the flexibility to grow and change over time, just like your business.

Credit Card

Transaction Management

Categorization ensures you always know the status of your cash flow. It also helps you reduce tax liability and take advantage of tax write-offs.

Account Reconciliation

Monthly account reconciliation ensures that your records are accurate and up to date.

Accounts Receivable/Payable

A/R: Invoicing and following up for payment.

A/P: Ensuring your bills are paid accurately and on time.

Market Analysis
Work Desk
Image by Cytonn Photography

Financial Reporting

Monthly/ Quarterly/ Annually

Get the reports you need to stay on top of your budget or to plan for growth.

In-Office or Cloud-Based

If you are in the Knoxville area, I am happy to come to your place of business.

Tax Prep

I work closely with your CPA to ensure your records are ready for tax time.



Pricing is done on a case-by-case basis. I offer a free initial consultation to see what your books look like and how much work needs to be done. From there I will recommend what services I think would be beneficial to you and your business and collaborate with you to affordably set you up for success.

*QuickBooks is my software of choice.

I was getting way too busy to do my own bookkeeping any more, but not busy enough to hire a part time or full time employee to do it. I had heard about outsourcing it, but it didn’t seem right to give all of my information to a voice on the other end of the phone. Finding someone local, who could actually come to my office on a schedule that suited my needs was just what I was looking for. Crystal’s been such a great asset to my business! Now I can spend my time out in the field building my business knowing that I don’t have a pile of paperwork to do when I get home.

Sam * Lewis Construction

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