Offering FREE consultations, click below to schedule.
Offering FREE consultations, click below to schedule.
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Our partnership begins with a FREE consultation to determine your business’s unique needs. I’ll review your accounts and current book health. I’ll tailor fit my services to suit your needs, so you’re only pay for the services you’ll use.
Once you agree to proposed services, I’ll connect remotely to your accounts via Quickbooks Online, Intuit's secure software. Each month, I’ll monitor your bank and credit card feeds: categorizing, matching and recording all of your transactions. I’ll complete Accounts Receivables and Accounts Payable tasks, process Payroll (if needed), file and pay sales tax, and reconcile all accounts. At month end, I’ll close the books and send you a complete set of financial reports: Balance Sheet, Profit and Loss, and those showing past due Bills and Invoices. Annually I offer tax prep to get your numbers to your CPA and post any asset depreciation.
In addition to monthly tasks, I am also available to meet as needed, any time you need to review, strategize, or prepare to bring in additional business investors.
I offer the benefits of a hired full-time bookkeeping at a fraction of the costs since I work with you business-to-business, reducing payroll and overhead.
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