Services I provide

When you work with me you not only get a great bookkeeper,
you get someone that truly cares about the Financial health of your business.

I understand that each and every business has unique bookkeeping needs.
So,
I provide different tiers of base services with a variety of add-on services.

During our initial consultation and evaluation we will build a package that is tailored to your business’s individualized needs.

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I’m a firm believer that with any problem there is a solution. 

Base Services

  • Subscription to bookkeeping software. Your pick of Quickbooks Online or Xero. (Certified in both Quickbooks and Zero)
  • Subscription to receipt management if needed
  • Ongoing recording of transactions during the month
  • Reconciling with bank and/or credit card feeds
  • Preparation and review of financial statements
  • Fraudulent activity monitoring
  • Closing of books at month end
  • Video conference, phone call or in person meeting
  • Communication with tax advisor

Add-on services

  • Historical clean-up and restoration of company books
  • Accounts receivable ( invoicing)
  • Accounts payable (billing)
  • Human resource management
  • Custom financial statements
  • Payroll services
  • Assistance with setting up and maintaining internal controls

Financial Coaching Services

  • Financial Coaching
  • Cash Flow Management
  • Debt Reduction and Restructuring
  • Budgeting and Projections

How’s it done

I use cloud-based accounting software, the latest and greatest. With it, I can organize and store your financial documents and information so you can access it anytime, anywhere.

During the course of the month, I will record and reconcile transactions that are pulled directly into the accounting software via bank feeds and credit card feeds. If you buy something, simply use the mobile app associated with your accounting software of choice to snap a photo, upload it, and I will do the rest.

Each month, you will receive three financial statements that we can discuss and analyze during our monthly meeting. Have other questions throughout the month?

I provide Unlimited Email support.

(To learn more about the security for QBO and Xero go here: QBOor Xero).

I am working with clients through out the
United States and Canada, and with U.S. Citizens
living and conducting business in foreign countries as well.

Regardless of your location or type of business, I can assist you!

Questions…Comments