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Bookkeeping Services

  • General Ledger Maintenance

  • Accounts Payable & Receivable Management

  • Bank Reconciliations

  • Payroll Processing

  • Financial Statement Preparation

  • QuickBooks Setup & Training

  • Certified Advanced QuickBooks Online ProAdvisor

Quickbooks Online
Certified Quickbooks ProAdvisor
Certified Advanced Quickbooks ProAdvisor
Certified Quickbooks Payroll
Quickbooks Gold Tier

Catch-Up/Clean-Up

It's not unusual for a small business owner to do his or her own accounting for routine transactions but realize that there are areas that have somehow gotten out of control.  I can help you identify these problem areas and come up with a solution.  

 

You may need help with a number of situations, such as:

  • Bringing bank reconciliations up-to-date​

  • Catching up on posting transactions that you just haven't had the time to process

  • Cleaning up old accounts receivable or payable transactions and reconciling these to the general ledger

  • Setting up fixed assets and calculating and booking depreciation

  • Making adjustments to payroll records to prepare for year-end reporting

  • Identifying vendors that need 1099's prepared

  • Developing standardized financial statements

Consultation and Support

I believe that communication is key to providing exceptional service. That's why I offer individual consultation and support to answer any questions you may have about your financials. I'm always here to help you make informed decisions about your business.

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Individual "one-time" consulting services may include the following:

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  • Set up Quickbooks for the first time.  This may involve converting you from your current system, or you may be setting up your accounting if you are a new business owner for the first time.

  • Convert your current Quickbooks desktop system to Quickbooks Online

  • Train your staff on basic "best practices" and workflows

  • Design personalized Quickbooks forms for your business

  • Set up online banking

  • Set up costs for your inventory items

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If you're not using Quickbooks for it's full capabilities I can help you tackle those next steps.  

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