Services
What I do
Bookkeeping & Payroll Services
As an outsourced accounting solution for small businesses, I pride myself in taking the accounting function completely off an owner’s plate. That process starts with a foundation of sound financials. It is essential that bookkeeping is performed accurately and in a timely manner as it is the driver for actionable financial information. Errors in the books can be very costly, from poor decision making based on faulty data to overpayment of taxes. There lies the benefit of having an experienced accountant handle your bookkeeping.
QuickBooks is my accounting platform of choice as it is the clear cut industry leader and is robust enough to handle 100% of the accounting needs of virtually every small business. It allows for integration with multiple apps that provide for a more efficient accounting system, which increases accuracy and features. I am an advanced certified QuickBooks ProAdvisor in both the online and desktop versions.
Bookkeeping
My bookkeeping services include:
- Capturing and coding all bank and credit card transactions
- Bank and credit card reconciliation
- Accounts payable
- Accounts receivable
- Job/project costing
- Inventory tracking
- Fixed asset management
- Sales tax accounting and filing
- Financial reporting
- Management reporting
Payroll
My payroll services include:
- Payroll processing
- Payroll tax filing
- Job costing
- Paying contractors
- W-2 filings
- 1099 filings
- Payroll reporting
Financial Advisory
Whether you are not making the profit margins you expect or you are ready to grow your company, I can help.
Here are the financial advisory services I offer:
- Interpreting financial statements
- Developing budgets
- Creating cash flow management strategies
- Financial forecasting
- Risk management
- Succession planning
