BKPR Entry
I have been in the accounting business for over 20 years. I offer virtual bookkeeping, payroll and accounting services for individuals, non-profits and for-profit businesses in a variety of industries. I am not an EA or CPA so I do not perform certified auditing or income tax preparation services.
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What kind of accounting services do you provide?
I provide virtual bookkeeping, payroll, and accounting services to support and encourage financially fit business practices. Maximizing your profitability time, minimizing time you spend on tedious administrative tasks at a reasonable cost is my goal.
Why is it so important for businesses to hire a great accountant?
Great accountancy is important because your financial data is the life source of your business. Having your books in order allows you to plan ahead, optimize annual deductions, improve your opportunities for grant, loans, and even investor applications.
What do you love most about your job?
Building financial data and providing releif to clients from having to sort through information themselves. The excitment clients have when they have consolidated information to plan ahead with gives me joy. Creating processes where there aren't any is my pleasure.
What inspired you to start your own business?
Entrepreneurialship is a trait that has run in my family for generations. After 20+ years of work experience in the accounting field, I still enjoy providing those services!!
Why should our clients choose you?
Based on my years of experience and education, I am confident I can strengthen financial data and processes for effective decision making purposes.
Bookkeeping Services
● Maintain Vendor and Customer Files (Physical and Soft Docs)
● Enter and Pay Bills
● Enter and Process Cash Receipts
● Collect Vendor W9’s
● Review Transactions (Entry, Coding)
● Payroll Processing/ Reconciliation (Paychex, ADP, QuickBooks)
● Issue Employee W2’s
● Collect, Review, and Process Timesheets
● Track Paid Time Off
● Cash Flow Report
● Document Organization (Hard and Soft)
Accounting Services
● Develop a Chart of Accounts
● Budget Development
● Inventory Ordering, Processing and Tracking
● AR Invoicing
● Bank Reconciliations
● Review consultant contracts
● Audit Revenue/ Sales (Researching Bank Chargebacks)
● Collections/ Emails, Mailings
● General Ledger Review
● Manage Schedules
o Restricted Revenue
o Trust Accounting Reports
● Prepare 1099’s
● Month/ Year End Close (Journal Entries)
● Generate Financial Reports
● Audit Preparation Support
● Tax Preparation Support
● Controls Planning
Accounting System Set Up
• Suggest an Accounting Process/ Software Suitable for Your Business
• Set Up Books in Software
• Set Up of POS System
• Brief Training on Software
o Provide Information on Where To Find Additional Software Assistance
• Establishing Appropriate Software Access for Additional Users
