SOME of the SERVICES I OFFER

Online Bookkeeping

Hurray! No more time wasted having to be physically at the office to view your books and records. With QuickBooks Online, everything is at your fingertips!

Quickbooks Online Setup and Training

Who has time for training, right? I do! Whether you need remote or in-person, I’ll get you up and running. And with my QBO account, you'll get Preferred Pricing when you open a QBO account. I’ll make sure the discount is applied when I set up your QBO account!

Record Financial Transactions

With QBO, the data entry for many of your transactions is automated. Receipts and invoices can be generated from your mobile device with a few clicks, saving you time and energy. I'll monitor this activity to ensure things are booking correctly.

Accounts Payable (A/P)

Processing Billing and Payments

Accounts Receivable (A/R)

Processing Invoicing and Collections

Bank and Credit Card Reconciliations

With bank connections, your bank and credit card accounts can be linked to your QBO account for faster, more accurate reconciliations.

Financial Reporting

With ongoing bookkeeping services, monthly financials are provided. Examples: Balance Sheet, Income Statement (P&L), Statement of Cash Flows, Accounts Receivable Aging Report, etc.

Historical

Clean-up

Months or even years behind? It happens. I can help!

Partner with Your Tax Preparer

I'll prepare your year end package to hand off to your tax preparer so that he/she has what they need.