07/09/2026
When people hear "bookkeeping," they often think about recording transactions and reconciling bank accounts.
While those are certainly important pieces, I enjoy helping organizations with much more than maintaining their books.
Some of the projects I've worked on recently include:
✓ Cleaning up historical financial records
✓ Training staff in QuickBooks Online
✓ Organizing electronic records in SharePoint
✓ Developing repeatable processes and procedures
✓ Building reports to improve visibility into financial performance
✓ Providing insight to help leadership make informed decisions
My goal is to help organizations build confidence in their financial information so they can spend less time worrying about their numbers and more time focusing on their mission, customers, and future growth.
If your organization could benefit from better systems, improved organization, or simply a fresh perspective on its financial processes, I'd be happy to connect.
Send a message to this page or call/text Jacob at (724) 613-3105.