Lana Bookkeeping

Reliable bookkeeping. Clear financials. More time for your business.

Whatever made you start your business, it probably wasn't the bookkeeping. That's fine — I enjoy it. Hand that part to me and get back accurate books, dependable support, and a clear picture of where your business actually stands.

Ongoing

Bookkeeping on the schedule that fits — monthly, quarterly, semi-annual, or annual. Accounts reconciled, reviewed, and reported on each cycle.

Months or years behind

Cleanup and catch-up work that corrects prior periods and gives you a reliable starting point.

Ready for your CPA

Books that arrive at your CPA or tax preparer already reconciled, reviewed, and organized — with the questions answered.

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QuickBooks Online Certified ProAdvisor Bookkeeping for U.S. Small Businesses
Lana, owner and bookkeeper at Lana Bookkeeping
Photo 1Main professional portraitphotos/lana-portrait.jpg
Monthly & quarterly bookkeeping Cleanup & catch-up QuickBooks Online Reconciliations Month-end review CPA-ready books
How it works

A straightforward start, in four steps.

No long onboarding process and no runaround. We start with a conversation, I look at what you actually have, and we go from there.

Lana talking a client through their financial reports
PhotoClient consultationphotos/lana-consult.jpg
Step 1

Let's talk

We'll discuss your business, your current bookkeeping setup, and the type of support you need.

Step 2

Review your books

I'll review your existing setup and identify any missing information, discrepancies, or cleanup needed.

Step 3

Get everything organized

If cleanup or catch-up work is needed, we'll bring the books up to date and establish a clean starting point.

Step 4

Keep your books up to date

We settle on a schedule that suits you — monthly, quarterly, or annual — and accounts are reconciled and reviewed each cycle.

CPA-ready books

However far behind you are, your books can still be made ready.

Months behind is common. Years behind is more common than most business owners think. It usually isn't carelessness — it's a busy season that never ended, a software switch that went sideways, or a bookkeeper who left mid-year.

Whatever the reason, the way forward is the same: go back through the prior periods, reconcile them properly, correct what's wrong, and investigate the balances that don't make sense.

The result is a set of financial records your CPA or tax preparer can actually work from — organized, reconciled, and reviewed, with the questions already answered instead of landing in their inbox at the deadline.

My approach

Reconciled does not always mean correct.

I don't just reconcile accounts. I review the underlying activity and Balance Sheet accounts, investigate anything that doesn't look right, and make sure your books are clean, accurate, and ready for review.

A bank balance can match perfectly while duplicate transactions, misclassified expenses, unusual balances, or unreconciled credit cards sit quietly underneath. Those issues don't fix themselves — they carry forward, month after month.

When something doesn't make sense, I investigate it. If I need more information, I ask you rather than making an assumption.

Services

Bookkeeping support built around where your books are today.

Some businesses need a steady bookkeeping cycle — monthly, quarterly, or annual. Others have fallen behind, or aren't sure their existing records are accurate. Lana Bookkeeping handles both.

Ongoing

Ongoing Bookkeeping

MonthlyQuarterlySemi-annualAnnual

Keep your financial records accurate, organized, and up to date — without managing the bookkeeping yourself. Some businesses need a monthly cycle; others are well served quarterly or once a year. Whatever the schedule, accounts are reviewed each cycle, so potential issues get caught and addressed instead of carried forward.

  • Transaction review and categorization
  • Bank reconciliations
  • Credit card reconciliations
  • Loan and liability reconciliation
  • Payroll bookkeeping — Gusto, ADP, Paychex and similar
  • Accounts Payable and Receivable support
  • Month-end review
  • Profit & Loss and Balance Sheet reporting
Months or years behind

Cleanup & Catch-Up

If you're months behind, or you suspect your QuickBooks records aren't quite right, that's a normal place for a small business to be. No judgment — just a clear plan to get the books current and correct.

  • Catching up prior months of bookkeeping
  • Reconciling prior periods
  • Correcting bookkeeping errors
  • Identifying duplicate or missing transactions
  • Reviewing Accounts Receivable and Payable
  • Reconciling loans and credit cards
  • Reviewing payroll and liability accounts
  • Investigating unexplained balances
Certified ProAdvisor

QuickBooks Online

QuickBooks Online is a primary area of expertise at Lana Bookkeeping. Whether you're setting it up for the first time or your existing file needs untangling, I work in QuickBooks Online every day.

  • QuickBooks Online setup
  • Chart of Accounts review
  • Bank and credit card connections
  • Cleanup of existing QuickBooks files
  • Recording and reconciling payroll activity
  • Troubleshooting bookkeeping discrepancies
  • Customer and project tracking
  • Ongoing QuickBooks bookkeeping and review
Reporting

Financial Review & Reporting

Good bookkeeping is more than entering transactions. I review the financial activity behind the reports and look for balances or transactions that don't make sense — so the numbers you're reading actually reflect your business.

Profit & Loss Balance Sheet P&L by month Account reviews Transaction reviews

The goal: clear, organized financial information you can actually use to understand your business.

Why Lana Bookkeeping

Professional bookkeeping with personal, one-on-one service.

The difference

Direct, one-on-one service

When you hire Lana Bookkeeping, you work directly with me. Your bookkeeping isn't passed from one person to another, and you're not assigned to whoever is available this month. One experienced bookkeeper, who knows your business and remembers last quarter's questions.

01

Firm-trained experience

Bookkeeping support for U.S. small businesses, including time inside an accounting firm environment managing books for multiple clients at once.

02

QuickBooks Online Certified ProAdvisor

Professional QuickBooks Online knowledge backed by hands-on, daily experience in real client files.

03

Detail-oriented

When something doesn't make sense, I investigate it or ask you for clarification — rather than making an assumption and moving on.

Client feedback

What business owners say about working with me.

Svetlana was amazing to work with! She responded promptly and completed the project within the stated timeline. She was responsive, helpful, and a joy to work with. I would recommend her services to anyone.
Christy C.
Airwaves Art
Lana is everything you want in a bookkeeper: excellent communication and prompt completion.
Cody E.
Female Foodie
Svetlana was a great addition to our team. She is knowledgeable and communicates both regularly and effectively. She is also proactive, professional and has a positive attitude.
Heather P.
Summit Blue Investments
Let's begin

Ready to spend less time worrying about your books?

Tell me about your bookkeeping needs and we'll see whether Lana Bookkeeping is the right fit for your business.

Contact Me About Your Books
Get in touch

Start with a conversation.

Send me a note about your business and where your books stand today — behind, current, or somewhere in between. No cost, no obligation, and I'll reply personally.

  • Email contact@lanabookkeeping.com
  • Phone (925) 208-5163
  • Mailing address 15985 Preserve Marketplace #1083
    Odessa, FL 33556
  • Serving Small businesses across the United States — remotely
  • Credentials QuickBooks Online Certified ProAdvisor
Send Me a Message