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!