Transaction Management: Accurate categorization of income and expenses, recording transactions, and cleaning up uncategorized activity to keep your books organized and current.

Bank & Credit Card Reconciliations: Monthly reconciliation of your accounts to ensure your books match your bank and credit card statements—catching errors, duplicates, and miscategorizations along the way.

Financial Reporting: Clear, easy-to-understand financial reports—including Profit & Loss and Balance Sheets—delivered monthly so you always know where your business stands (with no surprises at tax time).

Accounts Payable (Bills): Entering and tracking bills, monitoring due dates, and helping you stay on top of what your business owes.

Accounts Receivable (Invoices): Creating and sending invoices, tracking outstanding balances, and following up on overdue payments to keep your cash flow moving.

Job Costing: Tracking income and expenses by job or project so you can clearly see profitability and make smarter pricing and business decisions.

Receipt Management: Collecting, organizing, and securely storing your expense documentation in a digital system—keeping everything accurate, accessible, and audit-ready.

Bookkeeping Clean Up: If your books are messy, inaccurate, or haven’t been reviewed in a while, I’ll step in, clean things up, and bring everything back into order.

Bookkeeping Catch Up: Behind on your books? I’ll bring everything up to date—whether it’s a few months or even years—so you have a clear and accurate picture of your business.

Do you work with businesses outside of Concord, NC? Yes. Santina Bookkeeping is based in Concord, NC and works with small businesses and solopreneurs in the Concord and metro Charlotte area. Because bookkeeping is handled securely online, working with clients throughout North Carolina and across the United States isn't a problem.

What bookkeeping services do you provide? Services can include transaction categorization, bank and credit card reconciliations, monthly financial reports, cleanup or catchup of past bookkeeping, and ongoing monthly bookkeeping support so your records stay organized and tax-ready.

My books are a mess. Can you still help? Absolutely. I will bring your records current, fix any inconsistencies, and set up systems to keep you on track going forward. No judgment — it happens more often than you might think.

Who will be doing my bookkeeping? You will work directly with me, the owner of Santina Bookkeeping. I personally handle the bookkeeping for my clients, so you always have a consistent point of contact who understands your business. It’s similar to having an in-house bookkeeper, but without the costs of hiring, training, and payroll.

How much do bookkeeping services cost? Pricing depends on the size and complexity of your business. After a short consultation, I can provide agreed-upon services for a fixed monthly rate — no contracts, just transparent pricing and no surprises.

Do I still need a CPA if I hire a bookkeeper? Yes. Bookkeepers and CPAs play different but complementary roles. I keep your books accurate and organized throughout the year, while a CPA focuses on tax preparation/strategy. If you don’t currently have a CPA, I’m happy to connect you with a trusted CPA I work with.

Do you work with QuickBooks? Yes. I am a Certified QuickBooks ProAdvisor and specialize in QuickBooks Online. If you're already using it, I can help clean up or maintain your books. If you’re new to it, I can help get everything set up correctly.