Services

Bookkeeping

QuickBooks automates bookkeeping tasks like transaction tracking and categorization, payroll management, and financial reporting, while reducing the need for manual data entry which minimizes errors. The learning curve is steep. As a Certified Quickbooks ProAdvisor, let me save you the time and aggravation of doing your own books.

QuickBooks Cleanup

Bookkeeping may not be “fun” but a strong chart of accounts and correct categorization of your entries are critical to your business operations and reporting needs. I can help get your books “ship shape”.

Tax Readiness

Avoid the stress of tax filing deadlines by having your Quickbooks file ready to send to your CPA. Fully reconciled months give you confidence in your tax compliance.

Free Initial Consultation

This is your opportunity to help me understand your business and for us together to determine if my services are the right fit. I’ll ask what your pain points are, why are you looking for a bookkeeper or if you are currently working with one.

I have a proven approach and structure for our discussion to capture your bookkeeping volume which will include bank and credit card accounts and transactions, payroll, and accounts receivables and payable.

Moving Forward Together

When you decide to work with me, we will follow a more formal process to on-board you that will include the documents I will need from you to price your monthly fees and create a proposal. The final step is signing an engagement letter clearly identifying responsibilities of both parties.