BasicGL
Online
Online
Virtual Bookkeeping for small to medium size businesses. I am here to help you define processes and workflows to automate your financials by leveraging technology and know how. Using this combination allows for automation and controllable cost including my services.
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What kind of accounting services do you provide?
Remote Bookkeeping. I work with my clients using QuickBooks Online. I am able to do perform full charge bookkeeping focusing in service based businesses.
Why is it so important for businesses to hire a great accountant?
*Tax Accounting both at the state and federal level by providing numbers need to tax authorities
* Track Business Progress. How is the business doing as a whole. Is the business on track? Does the business need to make any changes?
* Position for growth- qualify for investments for financing based on financials
What do you love most about your job?
Working with clients to help them understand the meaning behind the numbers. As a Professional Bookkeeper I understand how to translate the numbers to what impact is has on the business
What inspired you to start your own business?
I have been a information technology consultant for years working with financials in the healthcare industry and decided to branch out. It has always been my goal to have my own business
Why should our clients choose you?
As a independent consultant and business owner, I understand the importance of finances. I believe with my technology and bookkeeping background I am good asset to a businesses as more and more of business is based on technology.
Can you provide your services online or remotely? If so, please add details.
My business if fully remote.
* I use QuickBooks Online
* I use Google Drive for file share
* I use other apps to have with conversion, storage and analysis for my clients
What changes have you made to keep your customers safe from Covid-19?
I have been vaccinated with both COVID-19 shots and working to get my boosters. I also operate fully remote.
QuickBooks Online Monthly Bookkeeping
o Categorizing of Bank and Credit Card Feeds
o Management of Chart of Accounts
o Management of Customer and Vendor List
o Bank Reconciliation
o Credit Card Reconciliation
o Fixed Asset and Notes Payable Tracking
o Standard Financial Reports
o Management Reports
o Provide Cloud Storage with Google Drive
o Provide QuickBooks Online Business Software
o Communicate with CPA and Tax Preparer
QuickBooks Online Cleanup
o Analyze Current Financial Transactions
o Analyze Chart of Accounts
o Analyze List (Customer and Vendor)
o Analyze Standard Financial Reports
o Update Erred Transactions
o Post Adjusting Entries
o Provide Cleanup Notes for CPA and Tax Preparer
QuickBooks Online Setup
o Setup Company in QBO
o Create Chart of Accounts
o Import & Create List (Customers and Vendors)
o Setup Standard Financial Reports
o Enter in Beginning Totals
