Services

Small Business Services

Getting Started : System Set-Up and Training

You've decided to start a new business or to graduate from the shoe box system you have today. Now what? I can help you with customized system set-up and training.

SET-UP: Quickbooks set-up and customization of settings and chart of accounts
INTEGRATION: Help in setting up bank, credit card and other system feeds
TRAINING: One-on-one virtual training customized to your business

Staying on Track : Review and Accountability

You are comfortable doing the bookkeeping, but you want an expert set of eyes to look at the financials. I can help you establish financial goals and meet with you on a regular basis to talk about your progress towards those milestones.

RECONCILIATIONS: Performance or review your bank and credit card reconciliations for accuracy and issues
REVIEW: Review of financial statements and variances to budget for accuracy and discussion points
ACCOUNTABILITY: Virtual meetings to discuss review findings and tracking to financial goals

Managing Growth: Full Bookkeeping Services

You didn't go into business to become a bookkeeper, but you know the value of reliable financial information. I take care of the day-today bookkeeping and make sure you have the information to support your business decisions.

TRANSACTIONS: Input / categorization of transactions from all of your bank / credit accounts including monthly reconciliations
REPORTING: Monthly reporting that keys in on the important financial information specifically for your business
SUPPORT: Monthly virtual meetings to discuss your financials

One-Time Services

Not every accounting need fits neatly into a box. I am also available for other ad-hoc services based on your business needs such as:

Catch-Up / Clean-Up Bookkeeping
Budgeting / Forecasting
Proformas
Cash Flow Analysis
Job Costing System Set-Up

Debits or Credits Accounting

Helping Small Business Owners Achieve their Financial Goals

Small Business Services

Getting Started : System Set-Up and Training

Staying on Track : Review and Accountability

Managing Growth: Full Bookkeeping Services

One-Time Services