Any or all of the following services are available based on your business or personal needs.

  • Bookkeeping services included but not limited to maintaining daily transactions, accounts receivable, accounts payable and credit card and bank account reconciliation.
  • Maintaining all accounts cohesively within QuickBooks or your preferred financial software.
  • QuickBooks file setup.
  • QuickBooks (or other software) catch up or clean up services (bringing your financial files up to date).
  • Prepare any needed reports or statements.
  • Direct communication with your Accountant. Prepare the bookkeeping in a way that is thorough and in good up-to-date condition to hand over to your Accountant for tax preparation.
  • Work in direct communication with your payroll company for payroll submissions on a weekly, bi-weekly or monthly basis. Handle new employee paperwork, updating employee paperwork and any other applicable communication.
  • Personal (individiual/family) monthly/weekly financial tracking, mail sorting, credit card and bank account reconciliation, medical bill management, monthly expense tracking and reports, end of year communication with your CPA.
  • Notary services.

Please note that I am not an Accountant, CPA or Financial Advisor although I can work closely with these professionals in order to create a customized and seamless bookkeeping system suited to your needs.

Next Steps…

Let me take care of your bookkeeping tasks so that you can focus on running your business!