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Services & Plans
I am proficient in Quickbooks Online, Quickbooks Desktop, Mint, and Excel financial reporting, and pride myself on being detail-oriented and reliable. I am excited to work with you and help you reach your financial goals.
Services I Offer
Bookkeeping
Bookkeeping services include maintaining accurate financial records through tasks such as recording and organizing transactions, reconciling accounts, and completing month-end and year-end procedures. I can also sync your accounting software with most major banks and payment platforms to import financial data automatically. By using my bookkeeping services, you can trust that your financial records will be accurate and up-to-date.
Set-up or Clean-up
Need help getting your financial records in order? Whether you need a complete overhaul, or just need to catch up on some overdue tasks. I am confident I have the skills and experience to handle a wide variety of bookkeeping challenges and get your books organized and up-to-date. Contact me to learn more about how I can help.
Payroll
Payroll services include handling federal, state, and local filings and tax payments, setting up direct deposit and paid time off tracking, and preparing W-2s and 1099s. I also offer the option to add on health benefits administration and workers' compensation insurance. Let me take care of the details so you can focus on running your business.
Bill Pay
Streamline your accounts payable process and keep your financial records organized. Bill pay services include the ability to track and manage your unpaid bills, as well as the option to issue payments on your behalf. I will follow your instructions for when and how to pay your bills, including the option to add an authorization step to approve each payment before it is made. You can choose to authorize payments either through a user-friendly online dashboard or via SMS text message.
Invoicing
Need help streamline your accounts receivable process? My bookkeeping firm offers assistance with preparing invoices and following up on late payments to ensure payments are made on time. I use templates and call scripts to efficiently handle payment reminders to customers.
Reporting
I provide financial reporting services, including preparing income statements, balance sheets, and cash flow statements, as well as custom reports and KPI metrics. These reports can provide valuable insights into a business's financial performance and help stakeholders make informed decisions. Under certain circumstances, we can also assist with preparing reports for tax purposes and meeting regulatory reporting requirements.
Service Plans
No matter what size your business is or where you are in your growth, I'm here to assist you with all of your bookkeeping needs.
Complete
Your comprehensive outsourced accounting department.
Need more than basic bookkeeping? We'll design a personalized service plan just for you to cover all your needs. If you have complex revenue recognition needs or if you need full-service AP/AR management, this is the plan for you. More details below.