Bookkeeping Services

  • Consistent bookkeeping is the most effective way for small and large businesses to stay compliant and regain control of your finances. Recommended monthly bookkeeping package options include:

    ✔️ Capturing and classifying bank and credit card accounts
    ✔️ Reconciling all accounts
    ✔️ Entering payroll into QuickBooks
    ✔️ Integrating and inputting documentation from third-party providers into QuickBooks for accurate reporting
    ✔️ Creating a customized monthly reporting package that includes Profit & Loss, Balance Sheet, Statement of Cash Flows, and management reports with KPI-tracking
    ✔️ Preparing, filing, and sending 1099s to contractors

    I can also work with your current CPA and/or tax preparer as requested.

  • Have you spent days or weeks worrying about whether you entered everything into QuickBooks correctly? Want to be organized for tax season but have months of transactions to account for?

    A thorough book cleanup puts you back in the driver’s seat. With my book cleanup service, I will:

    ✔️ Review, correct, enter, and reconcile past income and expense transactions
    ✔️ Ensure your balances match what is actually happening in your business
    ✔️ Overhaul the chart of accounts as needed for easier compliance
    ✔️ Correct any account setup to align with your business type
    ✔️ Report findings and changes to put you back in charge of your books

  • Do you spend hours on payroll each week dealing with contractors or hourly employee payroll and compensation?

    As a QuickBooks Payroll Specialist, I’m happy to help:

    ✔️ Collect, track, and issue W-9s, W-4s, 1099s, etc.
    ✔️ Onboard new recruits for payroll
    ✔️ Enter, review, and run payroll weekly, bi-weekly, monthly, or seasonally
    ✔️ Assure tax liabilities and withholdings are accurate and executed

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