Bookkeeping and reporting from a CPA you work with directly.
Remote bookkeeping and financial reporting for U.S. small businesses and self-employed professionals.
- Certified Public Accountant
- MBA in Finance
- 10+ years in accounting, audit, and financial reporting
Who I help
Owners and independent professionals who are behind on their books, or aren't sure their records are in good shape.
I also work with small businesses that need financial statements or clean records ready for a lender, an investor, or an outside reviewer.
Services
Bookkeeping and reconciliations
Transactions coded, bank and account reconciliations, payables and receivables.
Month-end close and general ledger
A consistent monthly close and a ledger that is organized and supported.
Financial statements
Prepared under U.S. GAAP from your records.
Management reports
Clear reports and basic analysis that show where the business stands.
Why work with me
Both sides of the books
I have worked in public accounting and in private industry, so I understand how records are kept and what reviewers ask about.
Direct access
You work with me, the CPA, from the first conversation.
Less manual work
I use QuickBooks, Sage, Excel, Python, and SQL to reduce repetitive work. I review everything myself.
How it works
- A short intro call to understand your business.
- Review of your records and agreement on scope.
- Secure setup of access, plus a catch-up plan if your books are behind.
- Regular bookkeeping and reports.
- Questions answered as they come up.
Pricing on request.
About me
I'm Erick Martinez, a CPA with an MBA in Finance and more than 10 years of experience in accounting, auditing, and financial reporting.
Tell me about your business
Send a short message and we can take it from there. Pricing on request.