Services I Offer
Basic Bookkeeping
What it Includes
Income and expense tracking
Understandable explanation of reports
Monthly, Quarterly and yearly reports
Accounting software cleanup or catch-up
Why It Is Important
Know what is actually happening to your money as it comes in and out, from the less fun stuff (like how much you paid in interest) to the rewarding (the cash you get to keep). Use this knowledge to qualify for a mortgage, hire an assistant, or give yourself a vacation. The possibilities are…well, not endless but there’s definitely a lot!
Invoice & Bill Assistance
What It Includes
Entering/Tracking bills
Invoice sending/tracking
Overdue payment reminders
Overdue Invoice reports
Why It Is Important
Avoid overdue payment fees by having all bills paid on time and make sure you’re getting the money you worked hard for. Let me help you get that cash flowing in!
Budgeting Help
What it includes
Identifying spending patterns
Setting spending goals/limits
Compare actual spending with planned spending
Why It is important
Stop wasting or overspending money and put it where you want it. Use the budget to adjust your spending habits, reach your income goals, grow your business, and best of all, pay yourself more. I mean, that’s why you’re in business…right?
Payroll assistance
What It Includes
Gusto software setup assistance
Employee time tracking
Tracking and sending 1099s
Tax calculation, payment, and reports
Why It Is Important
Ensure your payroll taxes, your employees, and your contractors are paid correctly and on time. If you work with me, you will never again have to do the number crunching yourself or stress about making potential errors. I’ll do that part for you 😉
Document Organization
What it includes
Recordkeeping of receipts, bills, etc.
Saving statements for banks, loans, etc.
Categorizing/organizing scanned documents in a shared folder
Why It is important
Stop digging through boxes or folders stuffed with paper and easily find what you’re looking for. Make collecting financial records an effortless task and avoid wasting time transferring information, both for you and me.Â
Affordable bookkeeping, your way
Whether you only want a QuickBooks Online cleanup or you want everything from payroll to regular bookkeeping, I can help. Create a custom plan so you’ll only pay for the services you want!