Overwhelmed by your accounting and bookkeeping?
You've spent sleepless nights worrying that your financials are a mess. After all you are not a numbers person. We’re just what you need.
Here's how to become a client:
Step 1: Consultation
Schedule a free consultation call so we can get to know each other. Tell me all about your business and accounting or bookkeeping.
Step 2: Select a Package
I send a proposal with fixed-fee accounting or bookkeeping options customized for your business so you can choose the support you need most. Examples of options are described below.
Step 3: Celebrate!
You sign the contract. Then it's time to celebrate because your accounting will be easy from now on!
Our Services
Monthly Accounting and Bookkeeping
Accounting should not just be about coming up with a bottom line number so you can pay taxes on an annual basis (as required by law). It's about knowing what's really going on in your business right now… what will happen on the road ahead… so you can effectively manage your business and achieve maximum success and profits!
If that's what you want for your business, then we have a package to fit your needs now, and as you grow!
Bookkeeping Records Update and Clean-Up
Have your bookkeeping records been neglected and need updating? Did you have a checkup done on your bookkeeping records and there are some important issues that need to be fixed and/or cleaned up to produce accurate financial reports? Then you probably need the help of a professional. This service is not inexpensive, but it will save you from getting into even more trouble with the IRS or get blindsided by unexpected financial problems. You'll get the solutions you need to get back on track and a clear road map to follow, to build healthy financial habits going forward.
Bookkeeper Review Service
If you prefer to have your bookkeeping done in-house, but it's not being handled by a professional bookkeeper, this service helps you save money by assuring that your financial records are accurate and clean. We review your bookkeeping on a monthly or quarterly basis and make any corrections needed for accuracy. We will also advise and train you or your staff to improve on areas of weakness.
Software Conversion from Desktop to Online
Are you using QuickBooks Pro, Premier or Quicken desktop software, but want to get the convenience of QuickBooks Online? We can help you convert your existing bookkeeping records to QuickBooks Online for anytime, anywhere convenience to help streamline your financial records and workflow.
Bookkeeping Health Check-Up
This service is a complete health check-up to assess the accuracy of your bookkeeping records and identify any areas that need to be corrected for accurate reporting and management. If something doesn’t seem quite right with your existing bookkeeping records or systems, then you probably need this service.
QuickBooks Set Up
Have you been using spread-sheets to keep your books, but know an online bookkeeping system would be easier and more convenient? Or worse yet, are you not yet keeping a formal set of books for your new business, but know you need to do something about it soon? Then we can help you choose the best online bookkeeping program for your situation and budget, and get you set up. We'll work with you to get set up right, whether you decide to keep doing the books yourself, or hire us to take care of it for you.
Add On Packages
In addition to monthly bookkeeping, we offer several add-on packages to help you efficiently manage your business. Packages including:
Accounts Payable Management (bill payment services, Form 1099 preparation, vendor management)
Accounts Receivable Management (recording and tracking of customer payments, aging analysis)
Customer Invoicing
Sales Tax Management
App investigation and recommendation (coming soon!)
Budgeting and Forecasting (coming soon!)
Custom reports
QuickBooks Training (coming soon!)