When keeping books, I'll do the following:
-Enter & classify transactions
-Reconcile your bank account & other accounts
-Generate a profit & loss report, balance sheet, any other reports (sales, payroll, etc)
-Clean up your general ledger
-AP/AR: Review, verify, classify and record vendor bills, customer payments, regularly monitoring AP/AR ba
When keeping books, I'll do the following:
-Enter & classify transactions
-Reconcile your bank account & other accounts
-Generate a profit & loss report, balance sheet, any other reports (sales, payroll, etc)
-Clean up your general ledger
-AP/AR: Review, verify, classify and record vendor bills, customer payments, regularly monitoring AP/AR balances.
-Provide consultations.
...For a fraction of the price that big accounting firms charge.
I understand that each client has unique needs, and I work closely with clients to provide customized solutions that meet their specific needs. My approach is to provide proactive and personalized service to my clients, whether they need daily cash flow management, or a one time QuickBooks cleanup.
Meaningful, well-organized financial records are the foundation of successful businesses. I can handle all tasks associated with bookkeeping, so that you can spend more time focused on your business. I can set up and keep your books, or, set up your books and provide extra support to you & your in-house bookkeeper.
Will you take over as my CPA?
No. I work with your existing CPA. Your CPA is typically someone you see once a year for tax filings. I work with clients daily or weekly to handle all tasks associated with bookkeeping. I will work with your CPA to provide financials for your tax return.
QuickBooks Desktop to Online Conversion
I also have experience with Desktop to Online migration, if you want to transfer your QuickBooks Desktop data directly to QuickBooks Online. I understand this process can be stressful! and I'm here to help with this transition.
Will I lose control of my QuickBooks file if I outsource my bookkeeping?
Absolutely not. You will be able to log in as per usual.