Your Financial

Back Office

Partner

Milena Zapateiro, Founder

Certified Quickbooks Proadvisor

Not sure where your money is going?

My monthly Bookkeeping service gives you the insight to make confident decisions and stay in control of your business.

✔ Accurate, up-to-date books | Know where your business stands

✔ Bank & credit card reconciliations | Know your balances are reliable

✔ Monthly financial reports | Capture the real story behind your numbers

✔ Income & expense tracking | Know where your money is going

✔ A/P & A/R management | Stay on top of what you owe and what you’re owed

✔ QuickBooks maintenance | Keeps your accounting system organized

✔ Ongoing bookkeeping support | You’re not left figuring it out alone

✔ Year-end tax preparation support | Books are ready for your tax professional

Books behind or full of errors?

My Cleanup & Catch-Up Service gets your books back on track: organized, accurate, and up to date.

✔ Review of your existing books | Identify missing periods, errors, and problem areas

✔ Catch-up of overdue bookkeeping | Bring missing months up to date

✔ Transaction categorization | review and correctly categorize income and expenses

✔ Bank & credit card reconciliations | Make sure your accounts match your statements

✔ Duplicate & incorrect transaction review | Identify and correct common bookkeeping errors

✔ Uncategorized transaction cleanup | Clear out transactions that were never properly assigned

✔ QuickBooks cleanup | Correct issues affecting the accuracy of your books

✔ Financial report review | Ensure your Profit & Loss and Balance Sheet reflect your business accurately

✔ Clean starting point | Get your books ready for ongoing monthly bookkeeping

QuickBooks feels confusing?

Get the Setup, guidance & Support your business needs.

✔ Your QuickBooks system organized properly from the start, or get help fixing the way it's currently set up.

Don't know what your reports are telling you?

Financial Reporting turns your numbers into actionable insights.

✔ Clear, easy-to-understand reports that help you see what's happening in your business.

Meet Your Business Pal

Hi, I'm Milena.

I know that running a business means wearing a lot of hats, and bookkeeping is often the one that gets pushed to the bottom of the list.

My job is to take that responsibility off your plate, keep your books organized and accurate, and help you understand what your numbers are telling you.

You need someone you can trust, communicate with, and count on.

That's why I created Your Business Pal.

[Learn more about me]