Fresno, CA 93720, USA
I have multiple decades of accounting and bookkeeping experience and while keeping your books accurate is vital to the health and profitability of your business, it's not a necessary task for the business owner. Most business need the following services:
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What kind of accounting services do you provide?
We provide monthly or quarterly services for transaction entry, credit card and bank reconciliations, receipt management, online banking feeds, payroll management. We can tailor our services to meet your needs.
Why is it so important for businesses to hire a great accountant?
Your bookkeeping should not keep you up at night. By keeping your books accurate and organized, you can help your business thrive by being prepared with financials for a bank loan, quickly and easily see the health and performance of your business for decision making, save costly, last-minute fix-up expenses to a CPA and gain peace of mind come tax time as it won't be a stressful time.
What do you love most about your job?
I love helping people get back to what they love doing with their businesses. Too much time and energy is spent keeping 'half-hearted' records, attempting to find missing receipts that they didn't realize were important or just 'thinking' about what they don't even understand about their business records. When they can place this need into the hands of a professional who understands their needs, it frees them to focus on why they got into business in the first place (and it wasn't to keep track of their advertising or meal expenses).
What inspired you to start your own business?
My love for bookkeeping, accounting and balancing to zero is my happy place. For over 20+ years I've worked for CPA firms and accounting departments and have enhanced my skills along the way. While I love what I do, I have always longed to do what I love while having time with my own family. I decided to take the leap and use my bookkeeping experience to my advantage and begin what I envision to be a life changing business.
Why should our clients choose you?
I won't judge you. I get it, organizing your business transactions is not your superpower. Luckily it's mine! (that and cake cutting) Sometimes businesses get far behind in their bookkeeping (which spills into getting behind in their tax returns) because they are embarrassed of their lack of understanding in accounting or they just don't want to or don't have the time to do it anymore. These is very common issues but shouldn't hold you back from working with someone you can trust whose only mission is to help you succeed. I have over 20 years of bookkeeping and accounting experience in a range of service based industries; restaurants, dental practices, Dr.'s offices to name a few. Every business is unique so whatever your need, let's work together to find the best solution for you!
Can you provide your services online or remotely? If so, please add details.
I work virtually, but for local folk, arrangements can be made.
What changes have you made to keep your customers safe from Covid-19?
We can work completely virtual for a no-contact working relationship.
Monthly Transaction Entry
Monthly bank and credit card reconciliations
Financial Statements
I can help you understand and interpret what your financial statements are saying.
Payroll Management
Communication with your CPA or Tax Preparer
Bookkeeping Catch-up or Historical Clean-up
Tax season is soon approaching. I'll help you get your books in tip-top shape for your CPA or tax preparer.