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Bookkeeping Services
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Bookkeeping Services
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Services

What I do

Bookkeeping

(Monthly or Weekly Bookkeeping)

  • Evaluate Accounting System – 1+hrs
  • Present detailed assessment of the system, with suggestions.
  • Initiate contract and price based on your business’s needs.
  • Monthly Bookkeeping may include:
    1. Accounts Receivable – Review for inaccuracies.
    2. Accounts Payable – Review for inaccuracies.
    3. Transaction Entry – Bank and Credit Cards.
    4. Payroll – Monthly entry only into system through your payroll co.
    5. Self Service Payroll 
    6. Full Service Payroll 
    7. Sales Tax
    8. All communications will be through email or a scheduled call or meeting
  • Produce Finance reports by the 15th of the following month.

Real Time Bookkeeping

  • Evaluate Accounting System – 1+hrs
  • Present detailed assessment of the system, with suggestions.
  • Initiate contract and price based on your business’s needs.
  • Bookkeeping may include:
    1. Accounts Receivable
    2. Accounts Payable
    3. Transaction Entry – Bank and Credit Cards
    4. Self Service Payroll 
    5. Payroll Full Service 
    6. Escrow Management
    7. Sales Tax
    8. Job Costing
    9. Inventory Tracking
    10. Inter Company Bookkeeping
    11. I am available by anytime text, email or a scheduled call or meeting.
  • Financials produced by the 5th of the following month, depending on your industry.

Payroll Service

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System Cleanups

  • Evaluate Accounting System – 1+hrs
  • Present detailed assessment of the system with its issues or nonissues.
  • Initiate contract with specific issues, timeline to complete, and price based on your business’s needs.  May Include:
    1. In-office file purge/cleanup
    2. Coordinating with your inhouse bookkeeper
    3. Remote access to your accounting system
    4. Answering specific questions regarding your business.
    5. Coordinating with your accountant.
    6. Access to:
      • Company bank accounts
      • CC Statements
      • Payroll records
      • Point Of Sale Reports
      • Access to Sales Tax Records/State Tax Portal
      • 3rd party CC statements – PayPal, Square, etc.
  • Summation Meeting – Produce final Income Statement (Profit & Loss) and Balance Sheet.

I am a Certified QuickBooks ProAdvisor

If you would like to take QuickBooks Online for a test drive.
Click the link below.
QuickBooks (intuit.com)
When you decide you would like to transition your bookkeeping to QuickBooks Online, I will work with you to select the appropriate version for your company’s needs. We can set up your company and you will receive a 30% discount on monthly pricing.
Also, QuickBooks runs promotions on subscriptions, so either way it’s a win, win!

Consulting

  • Evaluate Accounting System/Procedures – 1+hrs
  • Initiate contract and price based on an hourly rate.
  • Consulting may include evaluation of:
    1. Procedure and/or system changes to create efficiency.
    2. Suggestion of New Apps that work in conjunction with your current software based on your company’s specific needs.
    3. Troubleshooting Financial Reports (Balance Sheet or Profit & Loss) irregularities.
    4. QuickBooks Desktop or QuickBooks Online Training.
  • I will email a detailed assessment/findings of the system/usage with suggestions and/or issues resolved.

Volunteer for Nonprofit Organization’s Client

  • If you feel there is a need in your non-profit organization that would assist your clients to learn how to manage their finances better, I would like to help.
    This may include:
    1. Small instructional classes on budgeting.
    2. How to write a check properly.
    3. How to balance a checkbook.
  • Please contact me with a specific need and I may be able to accommodate.
Looking for some help?

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