Whether you’re looking for a comprehensive start-to-finish approach to your bookkeeping or just need a little help getting on your feet, I can help. My goal is to help you keep your books up to date using the tools that work best for you.
Below is a scenario based listing of the bookkeeping services I can provide to you.
Below is a scenario based listing of the bookkeeping services I can provide to you.
Basic Bookkeeping-
-You are just starting out and have a small bookkeeping budget
-You have tried to maintain your own books but it keeps falling through the cracks or to the bottom of your list.
-You generate your own invoices, pay your own bills, and chase your clients for past due accounts.
-You understand the importance of keeping your books up to date and the information it can provide you.
Services I can provide:
-You are just starting out and have a small bookkeeping budget
-You have tried to maintain your own books but it keeps falling through the cracks or to the bottom of your list.
-You generate your own invoices, pay your own bills, and chase your clients for past due accounts.
-You understand the importance of keeping your books up to date and the information it can provide you.
Services I can provide:
- A dedicated Bookkeeper who wants to understand your business and goals.
- Bank account and credit card reconciliation every month and all transactions posted correctly to QuickBooks.
- Monthly profit and loss reports to show you where your money came from and where it was spent.
- Other financial analysis as requested.
Full Charge Bookkeeping
-You need a weekly/bi-weekly bookkeeper to help you with the accounting operations.
-Want to establish a long term relationship with a professional.
-Want to outsource Accounts Receivable
- Generating and sending out invoices.
- Recording payments from customers/clients.
- Accounts receivable reports showing you how much is owed to you and from whom.
-Want to outsource your accounts payable.
-Posting all bills received from vendors to QuickBooks.
- Paying Vendor bills.
-Collecting w9’s and issuing 1099’s.
-Accounts payable reports showing what you owe and to whom.
Services I can provide.
-A dedicated and enthusiastic bookkeeper that will stay on top of your accounting needs.
-All of your transaction data (journal entries, deposits received, payments made, etc) posted in QuickBooks.
-All of your accounts reconciled to the general ledger.
-Monthly financial reports such as Profit and loss and balance sheet.
-As much financial analyses as you feel is needed.
-A team member to help you navigate through tax time and assist with providing the necessary information for your tax preparer.
-You need a weekly/bi-weekly bookkeeper to help you with the accounting operations.
-Want to establish a long term relationship with a professional.
-Want to outsource Accounts Receivable
- Generating and sending out invoices.
- Recording payments from customers/clients.
- Accounts receivable reports showing you how much is owed to you and from whom.
-Want to outsource your accounts payable.
-Posting all bills received from vendors to QuickBooks.
- Paying Vendor bills.
-Collecting w9’s and issuing 1099’s.
-Accounts payable reports showing what you owe and to whom.
Services I can provide.
-A dedicated and enthusiastic bookkeeper that will stay on top of your accounting needs.
-All of your transaction data (journal entries, deposits received, payments made, etc) posted in QuickBooks.
-All of your accounts reconciled to the general ledger.
-Monthly financial reports such as Profit and loss and balance sheet.
-As much financial analyses as you feel is needed.
-A team member to help you navigate through tax time and assist with providing the necessary information for your tax preparer.
If you fall somewhere in between the two scenarios, I can customize the services to meet your needs and offer personalized quality service. Please feel free to inquire about a service if you do not see it specified above.