As an entrepreneur and small business owner myself, I truly understand what is involved in the day-to-day tasks of running a business. Working as an office manager and bookkeeper for over 15 years in small businesses across multiple industries has given me valuable hands-on experience that I can bring to my clients today. Most small business owners try to wear too many hats and end up exhausted and overwhelmed. I can help you to reduce some of that stress! If you choose to work with me, you will gain a real partner in your business. I believe that communication is key, and we will work together as a team. I thrive on helping small business owners succeed and grow.
By outsourcing your bookkeeping to an expert, you can eliminate the stress of the record keeping and free up valuable time each month that you can then invest in your business and your customers. By taking advantage of my services, you will have up-to-date books and transactions that are properly classified. You will have clean financials and be able to maximize your deductions at tax time. Source documents will be attached to corresponding transactions to maintain a clean paper trail and protect you in case of an audit. Your bank and credit card accounts will be reconciled each month so you know your numbers are right. You will have accurate monthly reports providing the insight you need to always know where your business stands and where your money is going.
Feeling confident that your business books are handled correctly by an expert bookkeeper each month will provide you with peace of mind. Always knowing where your business stands financially and exactly where your money is going will allow you to cut back where necessary, invest as needed, and grow your business with confidence. The time you will regain each month by outsourcing your bookkeeping can be redirected where it’s needed most…on your customers and your business.
Before we hop on the phone, I’d like to learn a little bit about you and your business and what your goals are for working with me.
At the scheduled time of your discovery call, we will consult. We’ll use this opportunity to make sure we’re the perfect fit.
If you decide to work with me, I’ll reach out to you for an invitation to your QuickBooks Online account. Then you can send over any bank, credit card, PayPal, or loan statements. You get to sit back and relax while I take a look at everything and complete my review.
I will send you a customized proposal for monthly bookkeeping services based on the results of my review and the needs discussed in your discovery call. Pricing packages start as low as $150.00 per month and up.
Full Cycle Accounting
Cloud-based Software & Apps
Accounts Payable
Accounts Receivable
General Ledger Maintenance
Expense Classification
Receipt Management
Bank Account Reconciliation
Credit Card Account Reconciliation
QuickBooks® Online New Account Set-up
QuickBooks® Online Diagnostic Review
Clean-up or Catch-up Work
Sales and Use Tax Filing
Balance Sheet
Profit and Loss Statement
Statement of Cash Flows
Coordinating with your CPA or Tax Advisor