How I Can Help
Monthly or Quarterly Bookkeeping
You’re a unique person with a unique business, and that’s why I tailor all bookkeeping packages to the individual client. However, here are list of some of the services most if not all of my clients choose to include.
Classifying & Recoding Transactions
Reconciling Transactions
Reviewing & Producing Financial Reports
The Balance Sheet, Income Statement, and Statement of Cash Flows are helpful for all businesses, but there are many others that may be included based on your business’s unique needs.
Monthly Face-to-Face Meetings
Add- on Services
- Accounts Payable
- Accounts Receivable
- Budget Management
Clean up & Catch Up
Gotten a little (or a lot!) behind with your books? I can go back and add what you’ve missed. Likewise, if things are are a bit of a mess, I’m happy to sort through your records and make sure everything is accurate and in place. When I’m through, you’ll know where your business stands financially and feel confident that your records are orderly & ready for tax time!
Software Set Up
Don’t have any bookkeeping software yet, or want to move to something new? I can help you figure out which company and plan are the best choice for your business and get it all set up so you’re ready to go! Then I can take it from there with monthly services or help you out with some training so you can learn the basics yourself.
Additional Services
- Budgeting
- Personal Budgeting
- Payroll
- Training