Ongoing Monthly Bookkeeping
Stay on top of your finances with reliable, accurate monthly bookkeeping.
- Transaction categorization & recording
- Bank & credit card reconciliations
- Monthly financial statements (P&L, Balance Sheet, Cash Flow)
- Expense tracking and invome monitoring
- Compliance checks to keep your books audit-ready
👉 Perfect for small businesses and nonprofits who want stress-free, consistent bookkeeping, month after month.
Catch-Up & Clean-Up Bookkeeping
Behind on your books? No problem. We specialize in cleaning up messy or incomplete records so you can start fresh. Whether it’s one month or several years of backlog, we’ll organize and update your books with accuracy.
- Reconcile months or years of missing data
- Fix errors in your current books
- Organize accounts for tax filing
- Transition to clean, updated bookkeeping system
👉 Businesses that are behind, preparing for tax season or need a fresh financial start.
Nonprofit Bookkeeping
Nonprofit accounting requires special care—and experience. With over 8 years of nonprofit financial management, Luna Books understands the unique needs of fund accounting, donor tracking, functional expenses and compliance.
- Fund accounting & restricted funds tracking
- Donor contribution management
- Financial statements for boards & funders
- Compliance support for audits & grant reporting
👉 Designed for nonprofits that need accurate, transparent books to serve their mission.
Creative Business Bookkeeping
Your business is unique — and your bookkeeping should reflect that. At Luna Books, we understand the workflow and cash cycles of photographers, designers, artists, event planners, and other creative professionals.
- Track project-based income & expenses
- Handle deposits, retainers, and milestone billing
- Organize receipts for travel, gear, and supplies
- Provide insights on profitability by client or project
👉 Ideal for: Creatives who want to spend more time creating and less time crunching numbers.
QuickBooks Consulting & Training
Need help setting up QuickBooks, solving a problem, or learning the system? As a QuickBooks ProAdvisor, Heather provides hands-on consulting and training to help you make the most of your bookkeeping software.
- QuickBooks Online setup & customization
- Troubleshooting & problem resolution
- One-on-one or team training sessions
- Tips to streamline daily bookkeeping tasks
👉 Great for business owners who want to take control of their books with expert support.
Accounts Payable & Accounts Receivable
Managing bills and invoices can be time-consuming. We’ll keep your cash flow organized and stress-free.
- Track project-based income & expenses
- Handle deposits, retainers, and milestone billing
- Organize receipts for travel, gear, and supplies
- Provide insights on profitability by client or project
- Track and pay vendor bills on time
- Record and manage client invoices
- Monitor outstanding balances
- Provide clear reports on who owes you and what you owe
👉 Ideal for: Businesses that want better control of cash flow and vendor/client relationships.