Embedded Files
About Me
About Me
As a detail-oriented and tech-savvy bookkeeping professional, I'm passionate about helping small businesses thrive. My strong work ethic and organizational skills ensure accurate financial records, freeing you to focus on what you do best.
Why Work With Me?
Why Work With Me?
Flat Monthly Rates: No hourly surprises or "hidden fee" headaches.
Tax-Ready Books: Hand over your year-end data to your CPA with total confidence.
Secure & Virtual: Fully paperless workflows using industry-leading encryption.
Bookkeeping Services
Bookkeeping Services
Monthly Bookkeeping Services
Monthly Bookkeeping Services
Transaction Categorization: Sorting income and expenses into the correct accounts.
Bank & Credit Card Reconciliation: Ensuring your books match your bank balances exactly.
Financial Reporting: Monthly Profit & Loss, Balance Sheets, and Cash Flow statements.
Accounts Payable: Managing bills and ensuring vendors are paid on time.
Accounts Receivable: Creating invoices and tracking down unpaid customer balances.
Specialized Support
Specialized Support
Payroll Management: Accurate pay runs and payroll tax compliance.
1099 Filings: Year-end reporting for your contractors and freelancers.
Receipt Organization: Digital storage and linking of receipts for audit protection.
One-Time Projects
One-Time Projects
Catch-Up & Clean-Up: Bringing messy or outdated books up to date.
Software Setup: Getting you started on QuickBooks Online or Quicken the right way.
Diagnostic Review: A deep-dive health check of your current bookkeeping file.
Softwares
QuickBooks - Best for Growing businesses, LLCs and Corporations.
Quicken - Best for Individuals, Freelancers and Landlords.
Excluded Services
Excluded Services
Income Tax Preparation: Filing of annual 1040, 1120, or 1065 tax returns.
Tax Advice: Strategic tax planning or legal tax positioning.
Business Valuations: Formal appraisals of your company’s market value.
Legal Advice: Drafting contracts or providing legal representation.
Audit Representation: Representing your business in front of the IRS.
Terms of Service
Terms of Service
All bookkeeping services are provided on a fixed-fee, monthly basis unless. Our role is to record and reconcile your financial data based on the information you provide; we do not perform audits or provide legal or tax advice. Please note that Income Tax Filing (State and Federal) and Business Valuations are outside our scope of work. By using our services, you agree to provide timely access to necessary financial records to ensure the accuracy and delivery of your monthly reports.
Page updated
Report abuse