Comprehensive solutions to manage your books entirely or provide support for in-house management. With accurate and timely records, you can focus on what matters most—growing your business.
Stay organized and in control of your finances with a smooth monthly process that ensures your books are accurate and at year end, ready for tax season. Through a streamlined approach, you'll have peace of mind knowing that your financial records are up-to-date so you have financial clarity to make informed decisions for your business.
Includes:
Monthly bookkeeping
Bank and credit card reconciliations
Automated transaction categorization using Smart Rules
Timely financial statements
Clean Up & Catch Up
Looking to get back on track with your bookkeeping? I provide efficient solutions to organize your financial records, using modern applications to streamline the process and ensure you are set up to stay on track, whether I take on your monthly bookkeeping or you manage it yourself.
May include:
Reconstructing and reconciling months or years of financial history
Reviewing and correcting transactions
Providing up-to-date reports, as requested
Preparing books to be ready to hand off to CPA for tax filing
In-House Support
Expert setup and training to help you maintain control of your bookkeeping in-house. I ensure your team is well-equipped with the knowledge and skills needed for accurate financial management. Periodic reviews will provide ongoing support, boosting your team's confidence and precision in handling your bookkeeping.
Includes:
Customized Quickbooks setup and training
Scheduled reviews to check for accuracy (monthly/quarterly)
Cycled billing option for priority email or phone support
Coming Soon!
Train the Treasurer
A service tailored for non-profit organizations to help volunteers in the Treasurer
position to be able to perform the duties effectively and efficiently
