Services

Bookkeeping Services Available

  • QuickBooks ProAdvisor Certified and Xero Certified
    • Discounts and expert experience available
  • Full Charge Bookkeeping
    • This service can include bill payments, invoicing customers, recording deposits, payroll service reconciliation and entry, sales tax calculation and filing, and other needed bookkeeping tasks.  Plus, you will receive Management Reports on a monthly or quarterly basis
  • Accounting File Clean Up & Catch Up
    • Behind on your financial books – I can help catch you up.  Is your bookkeeping a mess – I can clean up the information so you can know where you stand financially and are ready for tax filing.
  • QuickBooks/QuickBooks Online Set Up
    • For new companies or established companies who want to switch software
    • Discounts for Quickbooks Online may be available
  • Bank and Credit Card Reconciliations
    • Create a separation of duties for fraud prevention.  I can reconcile your accounts to verify entries are correct and all recorded.
  • Management Reports
    • Monthly or Quarterly Reports
    • Balance Sheet, Profit and Loss Statement, and General Ledgers, plus information on prior period comparison.
    • I can even help you make sense of these different reports.
  • Accounts Receivable/Accounts Payable
    • Invoice customers for you
    • Use bank bill pay to take care of your invoices in
    • Match Accounts Receivable and Accounts Payable to payments in and out, while clean up old outstanding entries.
  • Sales/Use Tax
    • Calculate Sales Tax due and file the Sales Tax Return online for you
  • Quickbooks/Quickbooks Online Training
    • Want to learn how to do the data entry yourself, I can train you for the basics and beyond
  • Working directly with your CPA/Tax Preparer
    • Having experience with tax professionals, I can work directly with them to create a smooth process from the bookkeeping to the tax returns