Sunstone Bookkeeping, LLC
Sunstone Bookkeeping, LLC

Sunstone Bookkeeping, LLC

Offers remote services
Offers remote services
$100/hour
estimated cost


Zip code

Responds in about 4 hours

Introduction: PLEASE NOTE: WE DO NOT PREPARE TAXES FOR THE FOLLOWING STATES: CALIFORNIA, OREGON, MARYLAND, NEVADA. Bookkeeping is not on everyone's "love to do" list - but it's at the top of mine! I've been working with U.S. business owners since 2017 by taking bookkeeping off their list of chores. I've created their accounting files from scratch, updated and reconciled accounting files that had been set aside for months, and created workflows with them for document storage and data entry to help keep the bookkeeping current throughout the year. As a result, my clients can file their taxes on time with the revenue & expenses accurately calculated to maximize deductions, as well as regularly review their business performance to make sure they're meeting their goals. In addition, they had the financial information at their fingertips to not only apply for PPP funding when the program opened, but also to apply for forgiveness as soon as their banks' applications were ready. I work with cloud-based technology, so my clients and I can share documents and reports within minutes (especially useful since 2020!). In addition, my clients have full access to the accounting software, so they can run reports at their convenience, plus verify the work I've done for them at any time. I'm always thrilled and humbled when my clients tell me how much I help them by taking on this responsibility -- not just for the extra time and lower stress levels by not having to do it themselves, but also for the comfort in knowing their books are in good hands.
Overview

Hired 6 times

Serves Stratford, CT

Background checked

2 employees

5 years in business

Payment methods

Cash, Check, Credit card, PayPal

Social media

Facebook, Instagram

Featured Projects

1 photo

Reviews

Customers rated this pro highly for responsiveness, professionalism, and work quality.

Exceptional 5.0

7 reviews

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Read reviews that mention:


pro avatar
Julia S.
Mar 4, 2022
·

Hired on Thumbtack

Hired on Thumbtack

Anyone who doesn’t understand accounting, and that includes many people who own a business, will benefit financially from Jeri’s knowledge of accounting. She has many unique insights about accounting that will benefit every individual and/or corporate/business owners. You will be amazed at her one of a kind perspectives and so grateful that you chose Jeri at Sunstone Bookkeeping! I highly recommend that you give her a call.
Accounting
pro avatar
Skye M.
Jul 19, 2021
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Hired on Thumbtack

Hired on Thumbtack

I appreciate the help getting on the right track! Very responsive. Had a great conversation and excited to work with her!
Business Tax Preparation
pro avatar
Maria S.
May 12, 2021
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Hired on Thumbtack

Hired on Thumbtack

Sunstone Bookkeeping, LLC simplified what seemed a difficult, complicated task (tax preparation) for me. I'm so grateful to them for walking me through every step of the process. Their friendly professionalism made it a pleasure to work with them.
Individual Tax Preparation
pro avatar
Stuart B.
May 12, 2021
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Hired on Thumbtack

Hired on Thumbtack

Great people to work with. Felt like I've known them for a long time.
Individual Tax Preparation
pro avatar
Albano R.
Apr 18, 2021
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Hired on Thumbtack

Hired on Thumbtack

Very diligent and professional! Very responsive and saved me money!!
Individual Tax Preparation
Credentials
Background Check

Jeri Cook

FAQs

  • What should the customer know about your pricing (e.g., discounts, fees)?

    For tax preparation, the listed pricing includes a consultation meeting, plus preparation and filing for one federal and one state return. Additional schedules will incur extra fees to accommodate the necessary time for preparation. Full price will be stated up front in the engagement letter, based on client information.

  • What education and/or training do you have that relates to your work?

    Both partners earned their MBA degrees from Tulane University. Jason has over twenty years' experience in financial analysis of international distressed debt, and holds the CFA charter as well as the FRM certification from GARP. Jeri Ann has been serving the business community with bookkeeping and financial reporting since 2017, and is a member of the AIPB and ICBUSA.

  • What types of customers have you worked with?

    We work with individuals and small businesses around the country. PLEASE SEE ABOVE NOTE FOR STATES WHERE WE DO NOT PREPARE TAXES.

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