
Categorize expenses
Reconcile accounts
Email and Voxer support
45 minute zoom
Report of my findings
1 week Voxer support
4-6 weeks turnaround depending on complexity
Typically required for new monthly clients
For tax preparation
Monthly Reports
Budget management
CSC Reimbursement
45 minute zoom


With accountant access through your bookkeeping software I get my own profile with read only access. There is no money movement and any work I do is recorded. Same goes for your bank and credit card accounts! You'll provide me with read-only access so I can view your transaction details and statements.
Service, trade, and non-profit
Xero is my preferred software. I work and am certified in Quickbooks in addition to Xero, and am familiar with most bookkeeping softwares. I understand that businesses have different needs that different softwares can accommodate.
During onboarding more constant communication is required as we set everything up. For bookkeeping cleanups, the timeline of work depends on how rapid the communication is. After the set up or clean up, we will transfer to monthly communication through email and Voxer as the work becomes more routine. It’s easiest to communicate on Voxer, a free walkie talkie app where we can send voice messages—because accounting isn't always so easy to understand via email. We will also utilize a portal for monthly reports and files.

Plus my accountant loves the breakdown I provide to them that she has organized! That way I can focus on my swim lessons and talking with clients.

I can't thank Busy G Books enough for the amazing service. Grisell helps businesses see the BIG PICTURE.

