our services
QuickBooks Mastery:
I bring my proficiency in QuickBooks Online to the table. Whether you require a complete bookkeeping overhaul, new account setup, or strategic advice, count on me to handle it all seamlessly.
Efficient Accounts Receivable:
Picture this: your business is booming, and you’re too busy to keep track of who owes you money. Let me handle your accounts receivable behind the scenes. While you continue being the rock star business owner, I’ll ensure invoices are sent, payments are tracked, and comprehensive reports keep you in the know.
Streamlined Accounts Payable:
Expenses come from all directions – paper mail, emails, auto-payments, you name it. I simplify your life by meticulously tracking all company expenses, maintaining bills, and providing clear expense breakdowns.
Effortless Payroll:
Payroll processing can be time-consuming and tricky. I’m here to free up your time and manage the complex task of calculating and processing payroll. From payroll preparation to tax reporting, I handle it all, so you can focus on your business.
Precise SEC Financial Reporting:
Timeliness and accuracy in financial reporting to the SEC are paramount. I ensure your books align with GAAP accounting procedures and work closely with your team of SEC auditors and lawyers to deliver timely public reports.
Bank & Financial Reconciliation:
I understand that staying on top of cash flow is vital. I help you maintain accurate credit card and bank records while flagging any errors or unauthorized transactions, ensuring your company’s financial security.
Detailed Financial Reports:
Your numbers matter, and I ensure they’re accurately categorized in your financial reports. This simplifies producing Profit & Loss and Balance Sheet reports, empowering you to make informed decisions.
Client-Centric Approach:
I connect you with trusted affiliates and partners to expand your business network and enhance your client experience. I’m here to guide you every step of the way.
Embracing Best Practices:
I’m all about efficiency, technology, and automation. I dive deep into best practices to streamline your financial operations. How does this sound as a simplified way of talking about my bookkeeping services.
Bookkeeping
Keeping track of all your daily spending, so you know where your money is going.
Taking care of paying your business bills, so you don’t have to worry about missing due dates.
Comparing your financial records with your bank statements to make sure everything matches up.
Managing the paperwork for any contractors you pay, ensuring all tax-related forms are accurate and ready.
Writing and sending out checks for any business expenses you have.
Keeping an eye on money that others owe to your business and ensuring it’s paid to you.
Handling the money your business owes to others, like suppliers or vendors, and paying them on time.
Calculating how much to pay your employees, including deductions, and then making sure they’re paid on time. All done through ADP.
Monitoring any money your business owes and keeping track of repayments.
Watching the money flowing in and out of your business to make sure you always have enough on hand.
CFO Accounting
Looking over your financial reports to provide insights and advice on your business’s financial health.
Helping you plan your financial future and making sure you’re staying on track.
Recording your earnings correctly to reflect your business’s actual financial performance.
Keeping track of financial aspects of lease agreements in your business’s records.
Providing important metrics to help you understand how well your business is doing.
Overseeing how much stock you have and its value, ensuring you’re not over or understocked.
Predicting future financial scenarios based on your past business data.
Making sure your business is following financial laws and regulations correctly.
Organizing your financial records so they’re ready for tax time and everything is in order.
Keeping track of larger purchases (like equipment) over time, including how much they’re worth as they get older.