Services

How I Can Serve You

Bookkeeping Services

Virtual Bookkeeping

  • Maintain Chart of Accounts and Transactions
    • Identify errors/discrepancies
  • Bank Reconciliations
    • Identify lost, duplicate, and unauthorized transactions
    • Keep an eye on fraudulent activities

Historical Bookkeeping

  • Fallen behind by months and years?
    • No problem, I can catch up and/or clean up your books

Invoicing & Billing Services

Accounts Receivable & Accounts Payable

  • Process bill and vendor payments
  • Send invoices and customer management to get paid faster
  • Employee Expense Reports & document management
  • Sales/Use Tax Reporting
  • Track and categorize expenses to lower your tax liability

Payroll Assistance

  • Process Payroll
  • Submit Payroll Taxes
  • W-2 and Paystub Preparation
  • Prepare Payroll Tax Returns

Financial Advisory

Financial Statement Preparation

  • Custom Financial Reports (BS, IS, SOCF)
    • Monthly & Annual
  • Annual Reports for Tax Preparation

Reporting & Advising

  • Monthly Video Meetings
    • ┬áReview standard financial reports
  • Budgeting, Forecasting, and Benchmarking
    • Based on your business goals

Certifications: