My “why” is helping people, which translates into a passion and commitment for helping small business owners have peace of mind that their books are in perfect order so they can focus on running their business.
I am a dedicated bookkeeping professional with over 20 years of accounting/bookkeeping experience.
Monthly Bookkeeping could include:
Reconcile bank and/or credit card accounts.
Record adjusting journal entries.
Month-end close.
Standard financial reports- Income Statement, Balance Sheet, Cash
Flows.
Monthly video meeting (60 min) to discuss financial results.
Support via email or phone.
Quarterly estimated tax reminders.
Loan account maintenance and amortization schedule (s).
Fixed Asset set-up, maintenance, and depreciation schedule(s).
Accounts Payable management (vendor and bill set-up and payment
processing)
Accounts Receivable management (customer set-up, invoicing, payment
receipts, and follow-up)
Cash Forecasting
QuickBooks Online Plus subscription.
One Time Fees:
QuickBooks set-up
o Includes set-up of Chart of Accounts.
Catch-Up
o Price TBD based upon the number of months/transactions to be
caught up.
Historical Clean-Up
o Price TBD based upon the number of months that need to be
cleaned up.
Annual Fees:
Provide year-end reports to CPA/Tax Preparer
o Includes communication with CPA/Tax Preparer to answer questions.
1099 and 1096 filing
o Price TBD based upon the number of 1099 vendors.
10% Discount for Veteran-Owned Businesses
