Get a clear picture of the health of your bookkeeping systems.
I will a provide a qualitative review of your Quickbooks data, diagnose problems, and recommend next steps.
Let's get real. You are not a Bookkeeper, you are an expert in your own field. That probably means your books are not a priority. That's okay!
Don't let the pile of receipts grow - I can clean up and catch up your books so they are tax ready and easier to manage moving forward.
Whether you are just starting your business or upgrading your accounting system, it's important to start this process on the right foot. We will work together to design a system that is unique and tailored for your business.
This includes setting up the chart of accounts, connecting to your bank/credit cards, and developing a process for recording/retention.
Save time and money by outsourcing your Bookkeeping! From Basic monthly reconciliation to Full Service Bookkeeping, there is a solution for everyone.
*See package options below
Maybe your bookkeeping system is already running like clockwork but you'd like a third party to review and close out your books at the end of each period. On either a monthly or quarterly basis, I will review your books to ensure they are accurate and provide you with financial statements.
- Categorize daily transactions
- Reconcile accounts
- Provide End of Month Financial Reports
- Basic Bookkeeping
- AP: track bills/due dates and payments made (bills approved & paid by you)
- AR: track invoices within QB, match payments received to appropriate customer (invoices generated and issued by you)
- Next Level Bookkeeping
- Project Management w/in Quickbooks (tracking estimates, PO's, job costs)
- AP: paid electronically, track W9's (bills approved & scheduled by you)
- AR Management: Invoice creation & collections (based on schedule and amounts from you)
- Document Retention w/in Quickbooks
- 3rd Party Payroll Reconciliation
*Payroll Administration available as a separate additional service.
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