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Services

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.

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!

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.

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.

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.

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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