LET'S GET YOUR FINANCES IN ORDER!

Accurate record-keeping is a fundamental requirement for running a profitable business, but it can also be complicated and time-intensive. 

Allow me to be your external accounting department, offering complete relief from the never-ending flow of bookkeeping tasks, including:

• Financial statement preparation
• Bank statement and credit card reconciliations
• Bill payments and accounts payable
• Invoicing and accounts receivable
• Payroll processing

 With your trusted partners on the job, there is never any concern about the reliability of the data. Your worries are eliminated. 

I understand that tax planning and preparation can be intimidating and that minimizing your tax liability can be complex. Allow me to handle it for you, and I’ll even review your prior years’ returns for any missed deductions.
 

I'm diligent about remaining current on the changing tax laws and will examine all tax-saving opportunities available to you. I committed to minimizing your tax liabilities and maximizing your future opportunities while fully complying with IRS and State statutes.
 

With our comprehensive tax planning, I work with you throughout the year to develop a customized plan with tax-saving strategies tailored to your unique situation. 

My personal, one-on-one service and expert tax return preparation and advice will give you peace of mind, knowing that your tax return is in capable hands.
 

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 Ready to get your finances in order! 

 Whether you’re new to QuickBooks or upgrading your file, I can customize an implementation plan specifically for your business. 

My QuickBooks Setup and implementation services are far more extensive than your basic free QuickBooks support. 

• Subscription
• QBO settings
• Chart of Accounts
• Bank account/credit card connection
• Invoice Customization

I have several years of real-world experience implementing and using QuickBooks within many types of business scenarios, industries, and end-user roles from bookkeeper to CFO. 

 My in depth QuickBooks clean up service provides you with a healthy, fully optimized QuickBooks file. 

We review the data file, balance sheet, income statements and look for best workflows and feature usage. 

• Reclassifying transactions
• Resolving error messages
• Correcting unapplied customer and vendor payments
• Cleaning out undeposited funds account
• Correcting payroll liability balances
• Writing off old invoices
• Reorganizing Income Statement
• Cleaning up Balance Sheet

Upon completion, I will schedule a one hour call with you to go over the results and put together a project plan that will take you from where you are now to where you should be.