Looking to hire a bookkeeper to simplify your business?
I am a detail & tech -oriented bookkeeper. I will organize, systemize, and bring your books up to date with the sync, automations, and/or programming required to link POS, multiple locations, and multi-revenue streams into one place --- so you can have the most up-to-date overview of your business.
Save yourself stress, keep sensitive information offsite, and guarantee efficiency & accuracy.
I'll handle your books with care & integrity.
The process starts with a consultation so we can see if I'm a good fit for your business. No pressure!
Avoid Frustration, Let me handle your books
So you can focus on what you do best - running your business.
Reports give you a real-time overview of your business
Real time reports help you make decisions for your business
5 Years Experience
I am most familiar with service industry - personal trainers, gyms, and restaurant business.
QBO ProAdvisor Certified
Passed QBO Level 1 Certification @ 90% - working on Advanced & Payroll
Services Handled
- Linking of Point-of-Sale and online systems to your books
- Monthly categorization of all income and expenses
- Monthly Reconciliation of accounts
- Tax coding of transactions
- Monthly Income, Expense, and Balance sheet reports
- Coordination with Accountant for Books-to Tax Year end and finalization of year-end financials
- Getting mobile - let me help you get connected, to your books, reports, and submitting of receipts, or tracking your vehicle mileage.
Simple On-Boarding
Commitment and expectations letter
Set of online systems and drives, connecting accounts
Weekly or Monthly retrieval of paper receipts (depending on volume)
Monthly reconciliation - I'll only contact you for information if its missing or doesn't make sense!
Advanced Reporting
- Advanced knowledge of Financial Reporting including:
- Profit Loss Sheet
- Balance Sheet
- Cash Flow
- Monthly, Quarterly , and Year -end
Additional Services
- I can handle your Accounts Payable, ensuring all your vendors are paid on time
- I can handle your Accounts Receivable, creating invoices, sending them to clients, and collecting & applying those payments
- I can handle your (small-business) scheduling, tips-payout calculation, or Payroll
