Reasons you may need a bookkeeper
  • Saves you time and stress so you can focus more on your business and doing the work you love
  • Keeps your books updated and organized, giving you peace of mind and the clarity to make smart decisions
  • Delivers clear financial reports with key highlights called out, so you understand how your business is really performing
  • Tracks who owes you and what you owe, helping you manage cash flow with less guesswork
  • Works directly with your CPA or tax professional at year-end to make tax time smoother and less stressful for everyone
  • Handles state sales and business tax filings so you don’t have to constantly worry about deadlines or accuracy
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About Kally Ann’s Bookkeeping LLC

At Kally Ann’s Bookkeeping LLC, I offer bookkeeping services tailored for small to mid-size businesses, helping you stay organized, tax-ready, and growth-focused.  I specialize in bookkeeping for service-based industries, including management and marketing consulting, counseling, nonprofits, interior design, landscaping, travel agencies, and life coaching.  With decades of accounting experience — including Big 4 public accounting at Deloitte and corporate roles at T-Mobile — let me help me navigate your finances with proactive troubleshooting and reports that help you see where you stand with your business numbers. My experience spans multi-state tax returns, supporting financial reporting through mergers, developing advanced Excel models to consolidate US GAAP/IFRS statements, reviewing contracts for accurate revenue recording, and managing accounts receivable/payable and fixed assets.


This background, along with a bachelor's in accounting (cum laude) and my commitment to detail, approachable service, and perseverance, positions me as a trusted partner who will help you spot issues early, streamline your processes, and provide valuable business insights through reliable bookkeeping and reporting.


My mission is to empower small businesses with reliable bookkeeping that drives growth and peace of mind, serving as a dependable ally for proactive, proficient bookkeeping.

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Payroll
  • Process employee timesheets in a trusted payroll platform
  • Securely deliver payroll registers and paychecks for seamless payroll management
  • Full-Service payroll via Patriot Software ensures accurate tax calculations and timely federal/state payroll filings (low-cost third-party fees apply)
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Basic Monthly Package
  • Accurately enter and classify all financial transactions in QuickBooks
  • Track ingoing and outgoing payments so you aways know who you owe and what's owed to you
  • Reconcile bank, credit card, and loan accounts each month
  • Provide clear financial reports (income statement, balance sheet, and other as needed) with key highlights called out
  • Record adjusting as needed and walk through the numbers with you so you feel confident in your financials
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Other
  • File state sales, use, and business taxes (excluding state income taxes)
  • Turn your job receipts into clean, tax-accurate invoices ready to send to your customers — including proper handling of sales tax on materials and labor
  • Excel spreadsheet design including custom financial reporting
  • QuickBooks setup with guidance for bank/payment connections, invoice customization, recurring payments, vendor setup, and key feature training
  • Set up chart of accounts for small businesses
  • Prepare and e-file 1099-NEC and 1099-MISC forms

Basic monthly package starts at $200*

*Based on volume of transactions and complexity of business

Get Started

Ready to streamline your bookkeeping? Request a free consultation today! I'll provide a custom estimate for monthly or one-time services. Clients on QuickBooks Online Plus (or higher) can take advantage of my ProAdvisor pricing, which provides significant savings on the subscription.
 Let's make your finances stress-free!

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Certified QuickBooks ProAdvisor Level 1
QuickBooks Trained Bookkeeper
Intuit Gold ProAdvisor
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