Services Offered

As a small business owner, you have a lot on your plate. Let me take care of your bookkeeping needs so you can focus on growing your business. With my passion and expertise in financial organization, you can trust that your records are in good hands. Contact me today to learn more about how I can help you succeed.

Monthly Bookkeeping Maintenance

Ideal for businesses who already have a bookkeeping system in place and need their books maintained on a monthly basis.

Downloading and matching transactions via bank feeds
Bank, credit card and balance sheet accounts reconciliation
Preparing reports (P & L, Balance Sheet, Statement of Cash Flows)
Tracking sales and expenses (using proper workflows)
Tracking contractor payments and issuing 1099s
Receipt capture & scanning
A/R and A/P (creating invoices & bills)
Setting up new QuickBooks Online and Payroll accounts
Sales tax tracking and reporting

QuickBooks Online Set-Up

Ideal for small businesses just starting out and need to set-up their books:

Set Up Company File
Create Chart of Accounts
Import Lists (Vendors, Products & Services, Customers)
Enter opening balances
Set-up Bank Feeds
Set-up Users

Payroll QuickBooks Online

Ideal for businesses who would like to run their payroll through QuickBooks online. As a standalone solution or as an add-on to existing QuickBooks Online Subscription

Choosing online payroll subscription to best fit your business needs
Set-up of payroll bank account
Set-up each employee and pay details (wage type, deductions, contributions, garnishments, direct deposit set-up etc)
Processing payroll liability tax payments and forms, W-2 forms and other end of year activities
Reconciling payroll & running reports
Managing tax filings and penalties