top of page

Give Your Bookkeeping Worries A Permanent Vacation!

  • No surprises with our flat monthly rate

  • No commitment - service is month-to-month

  • Know your books are accurate and up-to-date

Tropical beach background as summer land

Services

My top priority is the financial health of your business.  Contact me today to put my 20 years of expertise to work for you!

  • Monthly Reporting - Get an accurate picture of your business' financial performance.  Reports delivered the 10th of each month.

    • Balance Sheet - Gives you a snapshot of the value of your assets, liabilities and equity at a given time.

    • Profit & Loss - Also known as the Income Statement, the P & L shows you a summary of your income and expenses for a specific time period.

    • Statement of Cash Flows - Provides you with detailed information about cash inflows and outflows.

    • AR & AP Aging - know who owes you, and who your business owes, at a glance.

  • General Bookkeeping - Stay on top of your bank and credit card accounts, as well as internal adjustments to account for your business' activities.

    • Transaction Coding - Know exactly where every penny comes from and where it goes.

    • Account Reconciliations - Rest assured knowing that your books match the bank's, with no surprises.

  • Accounts Payable

    • Vendor Maintenance & Payments - Your vendors are a critical component of your successful business.  I'll pay bills as you're ready to pay them, while ensuring that you receive all discounts and credits you're entitled to.

  • Accounts Receivable - I'll handle invoicing and communicate with your customers to keep your AR current.

  • Consulting - I want you to always understand exactly how I'm taking care of your books.  I'm happy to answer any questions, and will make sure you get the most from your monthly reports.

  • Onboarding - I'll adapt your current bookkeeping solution to Quickbooks, and handle any clean-up necessary.  After setup, you'll see the unique fingerprint of your business in your accounts and reports.

bottom of page