Introduction: Being in business and having extensive bookkeeping, accounting, and personal assistance knowledge for over 14 years gives me the advantage I need to get your company books on the right path and stay like that! Creat financial reports for loans, audits, or tax time!
Also, be your personal assistant and creating personal budgets, scheduling appointments all on your behalf!
I’m trustworthy. I know having a stranger overlook your most sensitive, personal documents can be scary. So I let you know what I’m doing at all times and review everything with you! To make sure you know what’s going on with your business at all times!
I offer all the benefits of a veteran financial firm, but give you a personalized experience one-on-one with everything I do! I help create, build, and manage your books plus run and create any financial report you need! Reports can be customized or basic, each with all the detail you or your accountant may need!
Some of the services I offer:
Quickbooks Desktop & Online Setup
Quickbooks Desktop to Online conversion
Quickbooks Online to Desktop conversion
Quickbooks Merchant account conversion
Xero to Quickbooks conversion
Quickbooks to Xero conversion
3rd Party Apps Integration
Quickbooks Desktop & Online Training
Bank and CCrd reconciliations
A/R and A/P
Construction AIA Billing
Construction AR and AP
Construction progress invoicing
Customer Billing and Progress Invoicing
Estimates and Proposals
HR and New Hires
Monthly, Quarterly, and Annual Sales tax
Ask me how I can answer phones for your office remotely!!
If you don’t see the service you need listed above, please contact me!