Bookkeeping & Financial Systems Support

Clean books. Clear systems. No accounting chaos disguised as “busy.”

Bee Social Solutions helps professional service businesses get their books accurate, organized, and maintained with the level of care financial records actually require.

With 26 years of accounting experience, including financial operations support in a $17M federal contract environment, I know what it means to work inside systems where accuracy, documentation, and accountability are not optional. That same standard carries into the bookkeeping, cleanup, billing, and financial workflows I build for clients.

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Core Services

Bookkeeping support built around accuracy, accountability, and clean records.

Every engagement is built around what your business actually needs. Some clients need cleanup first. Some need monthly support. Some need billing and workflow support because “we just handle it as it comes in” is not a process. It is a future problem with better lighting.

Bookkeeping Cleanup & Catch-Up

For books that are behind, inconsistent, unreconciled, or no longer trusted.

  • Historical review and cleanup
  • Bank and credit card reconciliations
  • Chart of accounts review
  • Transaction corrections and reclassification
  • Tax-ready organization for your CPA
Custom proposal after review

Monthly Bookkeeping Support

Ongoing bookkeeping for businesses that want their numbers maintained consistently instead of resurrected once a year.

  • Monthly transaction review
  • Bank and credit card reconciliations
  • Monthly financial reports
  • General ledger organization
  • Clear questions and follow-up when needed
Monthly support quoted by scope

AR, AP & Billing Support

Billing, receivables, and payables need structure. Cash flow should not depend on memory, scattered emails, or someone “getting to it later.”

  • Invoice preparation and tracking
  • Accounts receivable follow-up
  • Accounts payable organization
  • Vendor and client payment tracking
  • Billing workflow support
Available with ongoing support

Financial Systems & Workflow Setup

If your bookkeeping process only works because one person keeps duct-taping it together, it is time for a better setup.

  • QuickBooks Online workflow setup
  • Documentation and process cleanup
  • File organization and naming systems
  • Approval and follow-up workflows
  • Reporting structure and monthly close support
Project-based support available
Best Fit

This is not once-a-year bookkeeping.

Your books should not be a mystery until tax time. They should be current, reconciled, organized, and useful throughout the year.

I work best with businesses that value accurate records, timely communication, and clean financial processes. If you need someone who can bring order to the numbers, ask the right questions, and document the work clearly, we will probably get along just fine.

You need reconciliations and reports handled consistently, not in a panic before tax time.
You manage detailed billing, client funds, retainers, or sensitive financial workflows.
You want financial records that can be explained clearly without a dramatic scavenger hunt.
Scope

Clear support. Clear boundaries. Everybody wins.

Bee Social Solutions focuses on bookkeeping, cleanup, financial systems, AR/AP support, and billing workflows. I do not try to be everything to everybody, because that is how messy service pages — and messy books — happen.

What I Handle

  • QuickBooks Online bookkeeping
  • Cleanup and catch-up projects
  • Monthly reconciliations
  • Billing, AR, and AP workflows
  • Financial process organization
  • Reports prepared for review and decision-making

What I Keep Cleanly Scoped

  • Payroll is handled through your payroll provider
  • Sales tax compliance stays with your tax professional
  • Inventory-heavy businesses are not the best fit
  • 1099 support is limited to clean QBO-based workflows
  • Tax filing remains with your CPA or tax preparer
Process

How we get your books under control.

Discovery

We look at where things stand, what needs support, and whether the engagement is the right fit.

Review

I review the current books, accounts, workflow, and reporting needs so the proposal is based on reality, not wishful thinking.

Stabilize

Cleanup, reconciliations, and systems come first when needed. We do not build monthly support on top of shaky numbers.

Maintain

Once the books are clean, monthly support keeps them organized, current, and useful.

Bee Social Solutions

Ready for bookkeeping that stays handled?

If you need accurate books, clear billing support, and financial systems that do not fall apart under pressure, let’s start with a discovery call.

Schedule a Discovery Call