Services
What I do
Bookkeeping Services
Accurate Record Keeping Is a Key Component to the Success of Your Business
Quickbooks Set Up Online
Are you a new business just setting up your books? I can set up your company in Quickbooks Online so you can access your books anywhere, anytime. I’ll help you organize your chart of accounts, set up payments so you can pay your bills and get paid quickly and easily, setup payroll and taxes, and provide training to quickly familiarize you and your employees with the QBO platform and the parts of it you’ll need to know.
Conversion to Quickbooks Online from Desktop
Why have your books on one computer when you can have them based online so they are accessible from anywhere on any computer? Also, QB apps provide time saving features so you spend far less time on the tedium of recording transactions, and more time building your business.
Post-conversion and post-company setup consultations
I can help you set up and organize your books better once they are converted online. I’ll get your books connected to instant payments and apps, set up payroll and tax payments, and help you organize and plan bookkeeping workflows.
Transaction categorization
When you hire me to keep your books you just have to enter or upload your expenses and bills and I’ll do the rest, from categorizing transactions to providing useful financial statements.
Reconciliation of accounts
This can be a hassle for any business, but we make it easy for you. Bank, credit card, and online payment platforms are easily reconciled in a timely way so you can get up to the minute financial information.
Financial Reporting and Analysis
Get cash flow statements, profit and loss, and balance sheets on a monthly basis along with helpful analysis and interpretation you can use to make better business decisions.
Intuit Quickbooks Online
deep discount on Quickbooks Online subscriptions
Because I’m a certified Quickbooks Pro Advisor, when you hire me to do your bookkeeping you will be given 15% off the regular monthly subscription rate for most subscription levels. Also get a 15% discount on Quickbooks Payroll subscriptions.
Connect from anywhere over the Internet
When you set up your books in Quickbooks Online you can get access to your financial information from any device. With the Quickbooks App you can scan receipts and bills from your smartphone and they will be automatically entered into the program as new transactions. Connect QBO to your bank and get up to the day bankfeed transactions.
Get connected to useful apps, set up instant payments to pay bills online and allow your customers to pay you online, set up payroll, and automate payroll tax payments.
Adaptable to most small businesses, no matter what size
With different subscription levels, Quickbooks online is adaptable to most small business sizes, from self-employed through up to 25 different Quickbooks users on your account.
Services Offered
- Meet to develop a bookkeeping plan for your business
- Start or take over QuickBooks file
- Organize & input existing transactions to current date
- Download & categorize monthly transactions into QuickBooks
- Optional add-ons: invoicing, bill pay, income categorization, etc.
- Email monthly financial statements to client
- Monthly correspondence regarding financial status
- Serve as liaison between client & accountant throughout year
Note: Work is completed from my home office
What I don't do
- Legal business advice
- Tax preparation
- Manual payroll (I work with your payroll company: Quickbooks, ADP, Gusto, etc.)
- On-site bookkeeping
Free Consultation
Set Up An Appointment
Connect with us today to set up a free consultation and we’ll walk you through how we can help you organize your books better and more efficiently with Quickbooks Online.