Our Services

  • Are you finding your monthly bookkeeping time consuming? Details weighing you down? Let’s chat about your needs and how we can help. I can capture and properly classify all of your transactions for bank and credit card accounts, reconcile all accounts, share a review of your Profit & Loss, Balance Sheet, Statement of Cash Flows, and management reports, integrate apps (point of sales systems) to streamline accounting workflows, assist in creation of budgets and analyze variances and prepare, file, and send 1099s to contractors at year-end.

  • My focus is to help your business so you can do what you do best, and I’d love to get to know you and your business, your goals, your struggles and if possible we could talk about how I could be part of your team and help you along with some of that.

  • Quickbooks Online has their own payroll service but we can also discuss integrating third party options if you’d prefer! Paychex, for example. Additional to other bookkeeping services I can enter your payroll for you.

  • Whether it was because things just got out of hand, maybe you lost a great bookkeeper, or maybe someone didn’t know how to correctly fill out and reconcile your accounts, we can discuss cleaning this up for you.

I use QuickBooks Online software for bookkeeping and accounting, which is accessible anywhere, anytime and is stored on the cloud so there is no need for downloading a program to your computer or transferring data via jump drive. I do not currently have availability for Desktop users but we could discuss switching over to Online if you have a Desktop version. QBO offers many of their own products but also supports the use of integrating third party software (so these are options, but not requirements).

Some examples which may be of interest to see how you can streamline this service:

  • QuickBooks Payments (helps clients get paid)

  • QuickBooks Payroll (paying employees, or e-filing 1099s for contractors)

  • QuickBooks Bill Pay (streamlines paying bills)

  • QuickBooks Checking (bank account)

But third party Point of Sales systems are also supported! Such as:

  • Amazon Business

  • Ebay

  • Shopify

  • PayPal

  • Squarespace

  • Square