Welcome to the heart of what makes businesses thrive!
Unlock the Full Potential of Your Business with Expert Bookkeeping, Accounting and Advisory
As a business owner, you may think that bookkeeping is simple. It’s just “Money in, Money out.” But, you might not always see the intricate workings behind successful financial management. That’s where I come in. My services outlined below offer more than just lists. They give a view into the vital world of professional bookkeeping. They also open a gateway to accounting and advisory services.
Dive in to discover not just what I do, but the significant value each task brings to your business. I ensure precise financial records. I craft strategic business advice. Every service I offer is geared towards enhancing your business’s efficiency, profitability, and personal satisfaction.
Understanding the nuances of professional bookkeeping and accounting can transform the way you view your business finances. It’s no just about balancing books; it’s about unlocking opportunities, mitigating risks, and steering your business towards long-term success. Let my skill be the bridge between your business today and the vision you hold for tomorrow.
Learn more about my Bookkeeping Services
All services are customized to your specific needs.
- Record Sales so that you can know exactly how much you’re making and where it’s coming from and avoid misreported income that can lead to unnecessary tax issues.
- Track Expenses so that you can easily manage costs and find opportunities to save money and avoid overstated expenses that might lower your profit, affecting your bottom line.
- Accounts Receivable Management so that you can Ensure you get paid for your work and easily track who owes you money and avoid Unpaid invoices that can cause confusion in your accounts, affecting your cash flow.
- Expense Categorization so that you can organize spending for better financial analysis and avoid misclassified expenses skew financial data, leading to inaccurate insights.
- Post Bills and Purchase Transactions so that you can receive effective cash flow management and avoid Inaccurate reporting and missed payments can strain relationships and disrupt your cash flow.
- Accounts Payable Management so that you can ensure timely payments and positive vendor relationships while avoiding late fees, as late payments can result in financial penalties, affecting your net income and disrupting cash flow.
- Manage Bank and Credit Card Accounts so that you can make better decisions, monitor cash flow, and identify fraudulent activities, to avoid Increased vulnerability to fraud, limited visibility to cash flow, and potential financial losses.
- Petty Cash Management so that you can keep track of small expenses and maintain transparency to avoid loss of cash which may not be properly accounted for, affecting your balance sheet.
- Profit/Loss and Balance Sheet Reports so that you can gain insights for informed decision-making and better financial planning and avoid lack of financial visibility can lead to poor financial planning and decision-making.
Learn more about my Accounting Services for Start-ups
All services are customized to your specific needs.
- Evaluation Of Best Cloud Accounting Plan so that together we can discover the perfect accounting software for your needs to avoid choosing the wrong plan can lead to inefficiencies and wasted money.
- Software Setup so that together we can set up user-friendly accounting software for streamlined processes, to avoid improper setup can results in errors and financial inefficiencies.
- Chart of Accounts Setup so that together we can customize a chart of accounts that suits your business perfectly. This helps to avoid inaccurate accounts, which can lead to distorted financial reporting and analysis.
- Customized Invoice Templates so you send out professional and branded invoices that leave a strong impression, as generic invoices may not leave a lasting impression on clients.
- Customer Setup so that your customer profiles allow for easy invoicing and tracking, as missing customer data can lead to payment delays and confusion.
- Vendor Setup so that your vendor profiles are accurate and allow for easy expense tracking, because missing vendor data can result in unrecorded expenses.
- Sales Tax Setup so that your sales tax settings are configured for compliance and peace of mind because incorrect sales tax setup can result in non-compliance and penalties.
- Bank And Credit Card Connections Setup so all your financial accounts are linked to the software for seamless transaction imports and monitoring. Missed connections can lead to manual data entry and errors.
- Payment Receipts Setup so that together we can establish a reliable system to track and record payments received. Untracked payments can disrupt cash flow and affect financial records.
- GUSTO Payroll Setup and Management so that you can effortlessly manage payroll with Gusto, keeping employees satisfied. Payroll mistakes can lead to compliance issues and unhappy staff.
Learn more about my Accounting Services for Established Businesses
All services are customized to your specific needs.
- Migration to QuickBooks Online or Xero Smooth transfer of financial date to new accounting software. Mishandled migration can lead to data loss and disruptions.
- QuickBooks Online and Xero Training Effective training for staff on the chosen accounting software. Lack of Training can result in underutilization and errors.
- Gusto Payroll Setup, Management, and Training Streamlined and managed payroll with Gusto for satisfied employees. Payroll mistakes can lead to compliance issues and unhappy staff.
- Bank and Credit Card reconciliation Ensured accuracy between bank and books, preventing errors. Discrepancies may result in incorrect cash balances.
- Custom financial reports Provides clear financial insights for decision-making. Lack of reporting can lead to confusion and poor choices.
- Debt management Efficient handling of loans and interest payments. Mishandling debt can affect the debt-to-equity ratio.
- Loan reconciliation Alignment of loan statement with books Discrepancies may result in incorrect liability balances.
- Review inventory data if appropriate Efficient stock management and waste reduction. Miscounted inventory can affect the balance sheet and profit margins.
- Journal Entries Resolution of errors and inaccuracies in financial records. Unresolved errors can lead to inaccurate financial statements.
- Pay sales taxes, excise taxes and other state taxes (not payroll related) Accurate reports submitted to authorities. Non-compliance can result in penalties and audits.
- Talk with tax authorities on your behalf Clarifies tax-related queries and concerns; saves Client time. Misunderstandings with tax authorities; delayed issue resolution; potential legal consequences.
- Estimate and pay quarterly federal taxes Timely fulfillment of tax obligation. IRS penalties and interest charges may be assessed, leading to financial strain.
- Manage 1099s Accurate and timely processing o 1099 forms, ensuring compliance with IRS requirements. Penalties for late or inaccurate filings, IRS audit risks, and a negative impact on vendor relationships.
- Document organization Efficient and accessible document management, ensuring compliance with record-keeping requirements. Difficulty in locating crucial documents, non-compliance issues, and inefficient use of resources.
- Review Fixed Assets Proper tracking of changes in asset values over time. Incorrect depreciation can affect asset values on the balance sheet.
- Create Accrual/Deferral adjusting entries and reversals Accurate recording of accrued income or deferred expenses accurately. Omission can distort financial statements and profitability.
- Prepare year-end close Organized and accurate financial data for annual reporting, ensuring compliance with accounting standards. Incomplete financial statements, regulatory non-compliances, and delayed financial reporting.
- Audit preparation Smoother and less stressful audit process. Poor record-keeping can lead to lengthy and costly audits.
- Record Retention Compliance with legal requirements for financial record-keeping. Lack of retention may lead to legal issues.
- Reimbursement tracking Ensured reimbursement for business expenses. Untracked expenses may not be reimbursed.
- Equity transactions Accurate recording of investments or owner withdrawals. Missing equity transactions can lead to inaccurate equity values.
- Clean-up prior period books Corrects errors and discrepancies in historical financial records, enabling accurate historical financial reporting. Inaccurate historical financial statements, misinformed decision-making, and regulatory non-compliance.
Learn more about my Advisory and Coaching Services
All services are customized to your specific needs.
- Periodic review of internal bookkeeper’s work ensures accuracy and quality of financial data with regular reviews Risk of inaccurate and unreliable financial data, missed errors, and non-compliance penalties.
- Customer Service training enhances customer satisfaction, loyalty, and retention through specialized training. Possible decreased customer satisfaction and loyalty, leading to higher turnover and decreased revenue.
- Operations Manuals streamline business processes and ensure consistent service quality and customer experience and employee onboarding. Potential inefficiencies, inconsistencies, and time-consuming onboarding and training for employees.
- Ongoing software user training improves software utilization, efficiency, and employee productivity through regular training. Underutilized software, increased errors, and decreased employee satisfaction.
- Regular meetings to review financial statements enhance financial understanding and decision-making for improved planning and forecasting. Limited financial understanding, missed opportunities, and ineffective financial planning and forecasting.
- Meetings to discuss Sales and Marketing align sales and marketing strategies with business goals for improved performance and customer engagement. Misaligned strategies, poor performance and decreased customer engagement and brand awareness.
- Personal coaching sessions to track goals enhance goal setting, self-awareness, and accountability for personal growth and motivation. Lack of direction and progress, limited growth, and decreased motivation and accountability.
- Business Balance Coaching improves stress management and overall well-being for increased focus, productivity, and better health. Increased stress and burnout, decreased focus and productivity, leading to poor health and increased absenteeism.
“Bookkeeping is the art of transforming the tangled web of your financial activities. It turns them into a powerful, clear reflection of your business success.”