If you hire this pro, you’re covered by a money-back guarantee. Learn more
If you hire this pro, you’re covered by a money-back guarantee. Learn more
About
Virtual Accountant with many years
experience and main focus on improving your bookkeeping with efficiency and
technology.
I can also provide insight to what
the numbers mean, improve your
financial position and cash flow
and forecast how your business
will do so that you are
able to make those strategic
decisions for your business.
My services are mainly provided virtually and remote.
Contact me today to learn more
and provide you with
a customized package for your needs!
Many of my services provided are:
💥 Small Business Acquisition Risk Advisor & Financial Review Analysis
⚡️Tax Return Preparation and Filing for Individuals and Businesses
💥Monthly Basic or Advanced Bookkeeping/Accounting
⚡️Clean-Up and Catch-Up
💥Payroll & HR Management
⚡️Financial Reporting & Analysis
💥Cash Flow, Budgeting, Forecasting
⚡️Process Improvement and
Automation
💥Audit Planning and Assistance
⚡️Business Plans
💥Quickbooks Online Training & Discounts for New Subscribers
Recently added another business,
The Daisy 🌼 Project, which is
Web Design. I love designing and
being creative and can help with
any budget in mind! I can create a
new modern and fresh website
or take an old outdated one and
overhaul it to a new platform
with a much better system to
update for you automatically.
Let’s use technology
to our advantage!
My education and skills:
✨ Bachelors Degree in Accounting
✨ 25 years experience in this industry
✨ 20 years of corporate accounting
✨ 3 years experience in Web Design
and Marketing
Overview
Hired 1 time
Serves Mount Juliet, TN
Background checked
1 employee
5 years in business
Business hours
This pro hasn't listed their business hours.
Payment methods
This pro accepts payments via Credit card, PayPal, Venmo, and Zelle.
Customers rated this pro highly for work quality, professionalism, and value.
5.0
1 review
5
100%
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Your trust means everything to us. Learn about our review guidelines.
Daisy M.
Jun 26, 2022
Daisy is very knowledgeable in Accounting and provides quality work and insights on how my business is doing. Her price reflects the experience and knowledge she obtained over time and she is worth the money to hire her as my permanent bookkeeper. In the end you get what you pay for so hire someone that knows her stuff!
Credentials
Background Check
Daisy Marrero
FAQs
What should the customer know about your pricing (e.g., discounts, fees)?
My pricing is customized to my customers needs and can be changed overtime as their needs change. Therefore, you will not pay for a high price if your business does not require it and additional services you don't need currently but might need later.
What is your typical process for working with a new customer?
For bookkeeping services Initially I provide a quote with an agreement. Once agreed and signed I then have an onboarding process which includes a kickoff meeting, review in detail your business transactions together and might request some documentation especially with catch-up and clean up as in bank statements and your business formation documents. The first month or two might be a little more interaction until I get acclimated to your business industry and what are your usual spending habits and invoicing process to your customers. I will have some questions as we work together but by the 3-4 month, I will have established a system so that I eliminate majority of the calls and/or questions. I also have a secure system that I will request documentation as in bank statements on a monthly basis and sensitive information will flow thru that system. Financial reports will be provided to you within 5 business days of the following month for previous month.
For web design it is a similar start up process except with the agreement sent after our first call so I know your expectations and needs. An upfront deposit is needed for initial work on website and is based on my hourly rate, nothing crazy!
For any tax preparation service, I will send you a link to join my tax portal and sign up. From there you will upload some basic info, copy of drivers license and forms for tax filing purposes. A copy of your social security is needed to verify that you are who you say you are based on IRS requirements. We as tax preparers need this verification done to weed out scammers that might of stole someone else’s personal info. Don’t worry this info is securely saved on the tax portal only and nowhere else. Next step is I prepare your tax return. I might need some additional info from you or get on a call to go over some things just so I understand your personal situation & make sure I account for anything that will benefit you on your return. Before I release the documents for you to review & sign I will ask for payment beforehand. Once paid I will send it over and if you have any questions we can go over it together before I submit return electronically.
What education and/or training do you have that relates to your work?
I have completed my Bachelors degree in Accountancy. Completed many courses on sales and marketing and other business related courses.
