Bookkeeper
I offer bookkeeping services via Quickbooks Online by categorizing transactions, reconciling accounts, and providing end-of-month reports and breakdown of key financial metrics.
- Monthly and Quarterly Bookkeeping
- QuickBooks Clean Up and QuickBooks Set Up Services
- 1-on-1 Financial Review Calls/Strategy Sessions
- Consulting Services
- Cashflow and Budgeting Projections
- Estimated Quarterly Tax Planning
- Financial Goal Setting and Tracking
Full HoneyBook Setup
File & Template Design
HoneyBook Optimization
HoneyBook Strategy Call
HoneyBook Courses
Configure Company Settings
Configure Scheduling
Email Templates
Integrations
Post Setup Support
Contact Form Setup & Integration
Template Setup
Training Resources
Template Design
Branding
Brand Collateral
Business Coaching
Design
Client Journey Strategy
Brand Strategy
OBM
SEO
Facebook Ads
Blog Management
Social Media Management
General Business Management
Technology / Systems Management
Legal
Bookkeeper
I offer bookkeeping services via Quickbooks Online by categorizing transactions, reconciling accounts, and providing end-of-month reports and breakdown of key financial metrics.
- Monthly and Quarterly Bookkeeping
- QuickBooks Clean Up and QuickBooks Set Up Services
- 1-on-1 Financial Review Calls/Strategy Sessions
- Consulting Services
- Cashflow and Budgeting Projections
- Estimated Quarterly Tax Planning
- Financial Goal Setting and Tracking
Accountant
Portfolio
Reviews
"Geily has been such an amazing addition to both of my businesses! Not only has she cleaned up my books, and helped get me on track financially, she really cares about the success of my businesses beyond the numbers. Geily’s approach to bookkeeping is non-judgmental but really strategic. She helps develop strategies to hit both personal and business goals. I feel like I hired a boss to keep me accountable to my businesses and it’s the best thing I have done!"
"I reached out to Geily because of her expertise in HoneyBook and QuickBooks. I attended a free session she had on connecting the two, and I was impressed by her clarity in explaining the thing I hate most about being a business owner: BOOKKEEPING! She made it make sense. I knew I had to hire her.
In a short period of time, Geily became my bookkeeper, cheerleader, tough-love support system, and strategic partner. I signed on for her Advanced Package, which was the best money I spent on my business. She was able to reconcile my books, but her monthly calls and her Voxer support was incredibly beneficial and worth every penny. Geily coached me through my goals and made sure I felt confident about the path in front of me. My favorite thing about working with Geily was that she's realistic. I got so tired of the you can do this and you can do that ploys that so many financial experts use. Geily respected my situation and my focus on steady, long-term growth.
I highly recommend Geily Romero for all of your business bookkeeping needs!"
“Geily was a lifesaver for me. She found MAJOR errors in my Quickbooks that I had no idea were there and worked so hard (and so quickly) to fix them in time for taxes. I will be using Geily monthly as my bookkeeper moving forward and feel 1000 times better knowing my business is back on track. My only regret is not finding Geily sooner! She is the absolute best.”
"Working with Geily has been one of the best investments for my business. She has helped me overcome my money blocks through clear communication and insightful reports. If you are ready to take your business to the next level, I highly recommend working with Geily."
"Geily is such a gem! I desperately needed someone to help me clean up and better understand my QuickBooks account. I had a bad experience with a previous bookkeeper, so I was hesitant, but knew I needed help! She was so patient with all of my questions, and reassured me that we would find a solution. She was very clear and communicative throughout the clean up, and had an organized way to collect information that she needed from me. I was amazed at how quickly she was able to get everything back in order!! She walked me through and explained everything that she had done, as well as taught me so many important features that I didn't know how to use before. I am so, so grateful I found her! Highly recommend Geily!"
Services Booked: QuickBooks Cleanup
"As a new business owner overwhelmed with how to set up my books, I needed someone who not only knew Quickbooks, but HoneyBook too. Geily is a pro at both, AND is super friendly, knowledgeable and fast!"
Services Booked: Bookkeeping
"Bringing Geily on as my bookkeeper has been a huge blessing. She makes the numbers and figures easier to understand and is helping me implement the Profit First model, which I'm super excited about. She's passionate about what she does and is truly invested in your business success. I'd be absolutely lost without her help and strategic guidance!"
“Before I started working with Geily, I had a lot of anxiety around handling my finances. We had enough to be saving - but everything felt very haphazard and without a solid & clear system beyond “these are the bills this month”. I was constantly worrying that we were forgetting something. Geily helped me look at our finances from a calm perspective, rather than a fearful one, and worked with me to put together a system that doesn’t require me to micro-manage every penny. Her system has given me so much more freedom & clarity in my finances. If you’re struggling with the best way to manage your finances - bring Geily in, you’ll be glad you did!”
“Geily has been wonderful for my business. She is quick to respond, professional, and personable. Geily has been able to take care of all my "numbers" with easy to understand P&L deliverables at the end of each month.”