Services

What I do

Virtual Bookkeeping Services

From simple transaction organization to more complex clean-up work, from monthly services to short and long-term projects – whatever your needs may be – I have a customizable bookkeeping solution for you.

Services Offered:

  • Recording and Classifying transactions
  • Bank Account and Credit Card Reconciliation
  • Sales Tax Tracking
    • Submission of monthly, quarterly and yearly tax reports
  • Accounts Payable (Bills and Payments)
    • Setup and management of integration software such as Hubdoc or Bill.com
    • Scheduling approved monthly vendor payments
    • Reconciling vendor statements
    • Detailed Reporting
  • Accounts Receivable (Invoicing)
    • Setup and management of integration software, such as Square or Shopify
    • Issuing customer invoices and statements
    • Recording customer payments
    • Detailed Reporting
  • Payroll
    • Processing and depositing all payroll liabilities correctly and on time
    • Setup of direct deposit, insurance and PTO
  • Tax Preparation

Need a service not listed? No worries! Contact me today to discuss additional bookkeeping services available.  

As a side note, this firm is not a CPA firm. So, if you need attestation or audit services, you will need to contact a CPA…these are services we are not able to provide at this time. 

Advisory Services

Financial Reporting

Do you ever take a look at your financial statements and feel like you’re swimming in a sea of meaningless numbers? Don’t worry you are not alone. Many small business owners struggle to understand what their books are telling them about the health of their business. Whatever bookkeeping service you select for your business, we will provide up-to-date financial reports and virtually meet with you to discuss what they mean for your business. 

Software Training

Tired of spending hours trying to figure out your bookkeeping software? Maybe you are switching software and don’t have time to waste figuring out the new software on your own? No worries! As a certified Quickbooks Online ProAdvisor, I can get you up and running in no time!

Bookkeeping 101

Want to do your own books, but not quite sure where to start? Let me help you out! I can break bookkeeping down for you with easy to understand explanations, as well as help you learn efficient work flows that will save you time and money. 


Next Steps…

Ready to Get Started?

Contact me now for your free consultation! During your consultation, we will discuss the good, the bad and the ugly of your business, as well as what your goals are for the future. Based on this discussion, we will collaborate to determine which services best will meet your needs. At this time, I may ask for read-only access to your books, or other documentation, to determine the full scope of the work necessary. I will then provide you with a written pricing proposal.