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Services

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Set Up

Do you have a new business or want to establish a good system for bookkeeping? Your Quickbooks Desktop file can be set up and customized to the needs

of your business. Prices vary depending on customer needs.

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Your Needs

Services can be provided on a weekly or monthly schedule depending on the needs of your

business. Services can include accounts payable (bill entry, bill payment); accounts receivable (invoicing and depositing payments); bank, credit card and loan reconciliation monthly; monthly sales/use tax reports; monthly profit

and loss reports; annual 1099’s; coordinating with your accountant at tax time; and more!

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Catch Up / Clean Up

Do you need your books caught up or cleaned up? Transactions and

balances can be brought up to date or cleaned up. Catch-up services bring the books current and clean-up services reorganize inefficient processes or accounts. 

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Payroll

Payroll processing on

your schedule. Payroll services can include processing payroll, preparing and paying the payroll tax payments, and preparing the monthly, quarterly, and annual payroll tax reports including issuing the W2s. Contractor services including processing certified payroll forms can also be provided. Payroll services are an additional fee based on the number of employees and payroll schedule.

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Training / Support

Does your company

have a bookkeeper that needs a bit of guidance?

In-house training can  show your bookkeeper  how to manage daily

and monthly transactions. Ongoing support throughout the year

can be provided.

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Outsource

Outsource will provide clear and concise upkeep of your books. We will establish a business relationship based on communication and trust.

I consider myself a “specialist”, not a “generalist” and will be honest about my knowledge and the services I can offer your company. Browse through the site to learn more about how I can serve

you. Get in touch to request a no-cost consultation!

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