ATJ Bookkeeping
Online
(1)
Online
(1)
My “why” is helping people, which translates into a passion and commitment for helping small business owners have peace of mind that their books are in perfect order so they can focus on running their business.
Dedicated bookkeeping professional with over 20 years of accounting/bookkeeping experience.
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1 customer review
Shannon N.
Vicki at ATJ Bookkeeping is a dream to work with! She is honest, meticulous and shows a genuine concern for the success of my business. There is never a single penny out of place! Customer service at ATJ is one of a kind. Vicki is reliable, quick to respond to any questions I have, and always makes me feel like a VIP client! I highly recommend using ATJs services! More...
Reply from ATJ Bookkeeping
Thank you for taking the time to post such a nice review! It is very much appreciated!
What kind of accounting services do you provide?
Full cycle accounting, financial statement preparation, cash forecasting, bank and other account reconcilliations, historical clean-up, current year catch-up, support, quick response times and more.
Why is it so important for businesses to hire a great accountant?
Financial integrity is the backbone of any business. Business owners need accurate books/financials so they can see how their business is doing, where they can make improvements and be able to make informed decisions for the future. They must have the utmost confidence when presenting their financials to financial institutions if/when they need access to capital, to provide reports for bank covenants and to their CPA so they can file their taxes.
What do you love most about your job?
I love serving/helping people and I love accounting!
What inspired you to start your own business?
To have the ability to be my own boss and create something of value for myself and others. My “why” is helping people, which translates into a commitment of helping small business owners maintain financial integrity while they execute and grow their businesses.
Why should our clients choose you?
I have years of great accounting experience and I have a very strong work ethic and moral compass which is something that has always been a part of who I am and it has served me well for the last 20+ years in the accounting arena.
Can you provide your services online or remotely? If so, please add details.
Yes, I provide only online/remote services. I can meet in person on an occassional basis if the client is in the San Diego area.
ATJ Bookkeeping Remote Bookkeeping Service Offering
Monthly Bookkeeping Services:
Depending on price, monthly services could include:
Reconcile bank and/or credit card accounts.
Record adjusting journal entries.
Month- end close.
Standard financial reports- Income Statement,
Balance Sheet, Cash Flows.
Monthly video meeting (60 min) to discuss
financial results.
Support via email or phone.
Quarterly estimated tax reminders.
Loan account maintenance and amortization
schedule (s).
Fixed Asset set-up, maintenance, and depreciation
schedule(s).
Accounts Payable management (vendor and bill
set-up and payment processing)
Accounts Receivable management (customer set-
up, invoicing, payment receipts, and follow-up)
Cash Forecasting
QuickBooks Online Plus subscription.
One Time Services:
QuickBooks Online set-up:
o Includes set-up of Chart of Accounts.
Catch-Up
o Price TBD based upon number of months/transactions to be caught-up.
Historical Clean-Up
o Price TBD based upon number of months that need to be cleaned-up.
Annual Services:
Provide year-end reports to CPA/Tax Preparer
o Includes communication with CPA/Tax
Preparer to answer questions.
1099 and 1096 filing
10% Discount for Veteran Owned Businesses
