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Prosperity Bookkeeping Solutions logo logo

Prosperity Bookkeeping Solutions



Hi! My name is Kate and I help small business owners achieve their goals, dreams and grow their business! I do this by providing excepional bookkeeping service in QBO and Xero. I love to clean up messy books and make them perfect. I also aim to have happy clients who I like as people and can encourage them in their business endeavors.

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My bread and butter. If you have been DIYing your books, confused by your financial statements or haven't touch your books in 6 months, trust me when I say you need a clean up. :)

I will set your books up in Quick Books online or in Xero.

-Categorizing all your bank,credit card, paypal, venmo (all the things) transactions
-Add as needed and keep track of any fixed assets
-Add and keep track of loans
-integrate any 3rd party software you use
-Reconcile all your bank accounts, credit cards, loans, paypal accounts, merchant accounts once a month
-Prepare your Balance sheet, P&L and Statement of cash flow monthly and send to you
-Assist with sales tax tracking
-Communicate with your tax preparer as needed
-Enter in any special transactions like depreciation on assets that your tax preparer provides.
-Facilitate payroll through 3rd party