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Accountant

BOOKKEEPING

A dedicated bookkeeper for your business.

As a 21-Century Bookkeeper, I do much more than just data entry.  I act as your partner who offers you insights into your business.  You'll know where your money comes from and where it is going.  And when you have questions, I’m only a phone call or email away.


Professional software.  Professional results.

Monthly bookkeeping services with me include a subscription to QuickBooks Online.  Benefit from GAAP-compliant accounting software with features like payment processing, receipt capture, and hundreds of time-saving apps.


Tax season, without the stress.

Accurate and up to date records will make tax time a breeze.  I’ll work with your CPA to make sure you get every deduction and credit you deserve.  Or, save time and money and let me prepare your tax return.

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I CAN HELP YOU WITH...

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  • Setup and Historical Clean Up.  Get your business up and running in QuickBooks Online.  Import your data and bring your books up to date.

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  • Maintaining the General Ledger.  Create a custom Chart of Accounts.  Record and categorize transactions.  Make adjusting journal entries each month.

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  • Bank Reconciliation.  Bank and credit card accounts are matched to monthly statements.  Outstanding checks are reviewed.

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  • Asset and Loan Amortization/Depreciation.  Fixed assets and liabilities are depreciated and recorded on a monthly basis.  Know exactly what you own and what you owe.

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  • Invoicing and Receiving Payments.  Create and send custom invoices with your company's logo on them.  Allow customers to pay you directly from the invoice.

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  • Sales Tax.  Let me help you calculate and pay your state sales tax.

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  • Payroll Management.  I can take the stress out of running your existing payroll or help setup a new payroll system for your employees.

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  • Financial Statements and Advising.  Keep your finger on the pulse of your business with monthly financial statements including: Balance Sheet, Profit and Loss and Statement of Cash Flows.

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  • Tax Preparation.  Expert individual and small business tax preparation.  Enjoy the lowest tax liability allowed whether you file a 1040, 1065 or 1120.

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