Services
Each business is unique and I custom-design my packages to fit the exact needs of your business.
Bookkeeping
I understand that running a successful business means you have to know how to play to your strengths. Outsource your bookkeeping and focus on what you do best. I offer cloud-based bookkeeping services and will reconcile your books weekly, monthly, or quarterly.
Categorize Transactions
Account Reconciliation
Reporting
Payroll
Accounts Receivable
Accounts Payable
Sales Tax Returns
1099 Forms
Payroll Taxes
Catch Up Bookkeeping
You’re passionate about running your business, which means bookkeeping and accounting aren’t always at the top of the to-do list. Whether you're behind a few months or a few years, I will bring your financials up to date so you can worry less about the past and spend more time thinking about the future.
QuickBooks Online File Review & Training
What is your QuickBooks Online confidence level? I will review your data and improve how QuickBooks works for you. I may recommend different preferences or introduce you to features that streamline your processes. I have even identified when a client was paying for unused features and downgraded their subscription. I will teach you and your staff how to take control of QuickBooks, show you tips and tricks, and support you moving forward. Sessions are one-on-one and specific to your business.
QuickBooks Online Conversions
Are you ready for a switch to QuickBooks Online? Converting your accounting system can be daunting but it doesn't have to be. I will set up a new QuickBooks Online account, convert data from your old system, and provide training.
Software & Cloud-Based Integrations
Many of today's applications are designed to work together, streamlining time consuming and redundant data entry processes. With over 12 years of experience managing, implementing, and testing cloud-based business software, I'm in a unique position to help you integrate your QuickBooks Online account with outside services. Whether you need your CRM data to translate into sales data, or your timesheets transformed into payroll, I will help you identify and implement the best integrations for you.
