Online
Supporting business owners with over 25 Years bookkeeping experience and Quick Books online Pro Advisor certification. My services will utilize best practices and report analysis to get and keep your books organized and administrative tasks on-track.
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What kind of accounting services do you provide?
Bookkeeping services tailored to the needs of small business customers. Partnering with business owners so they can focus on what they do best. Offering affordable monthly or quarterly services to keep you up do date and on top of your finances.
Why is it so important for businesses to hire a great accountant?
Bookkeeping is the foundation for knowing your company's financial strength. Keeping accurate records and analyzing reports lead to greater collections and less waste! Utilizing bank feeds and monthly reconciliations catches errors early so you stay up to date. Year end tasks are ready for your CPA early to maximize workflows and deductions.
What do you love most about your job?
I love working with clients and helping them succeed! A combination of learning from clients to understand their business and teaching them best practices for ideal workflows make me a valuable member of their financial team.
What inspired you to start your own business?
25 years of bookkeeping for small business part time, then full time with a large construction firm. I realized I wanted to be an independent small business helping other small businesses succeed.
Why should our clients choose you?
I know how to work hard and succeed at helping you succeed!
Can you provide your services online or remotely? If so, please add details.
Quickbooks Online allows for real time access for both customer and bookkeeper.
What changes have you made to keep your customers safe from Covid-19?
Online remote tools with secure cloud based technology.
Payroll
Processing payroll and associated tax returns and payments
Monthly Reconciling
Reconciliation of Bank, Credit and AP accounts
Reporting
Aging AR and AP reports
Balance sheets
Profit and loss
Report analysis
Job costing
Inventory tracing
Sales tax liability
Bank feeds
updating bank feeds to keep books current and accurate
Quickbooks Online
Set up Quickbooks online
Conversion from desktop
Importing lists and transactions
Monthly subscription discounts with contracted services
Books Cleanup
Books cleanup and reporting
Client Education
Training in QuickBooks best practices and workflows
Keep Accounting accurate
Generating and reviewing reports