Small Business Accounting & Bookkeeping - Monthly/Quarterly:
I will generate a balance sheet and income statement for your business
with the information received from you on a monthly or quarterly basis and
teach you how to read your reports so you know how your business is doing.
I can also take care of your catch-up bookkeeping, when you have
bookkeeping that hasn't been done for awhile.
QuickBooks Hosting Solutions:
Offering technology giving you the freedom to access your files anytime
and anywhere. Utilize real time numbers, faster turn around and ensure
you have a safe and secure place for your files. No more worring about
losing data or re-entering lost data - all backups are done for you.
Contact me for more information about this option.
Payroll - Onsite, Offsite, Remote & Training:
I offer payroll solutions that fit your needs. I can do payroll onsite, offsite
or even train you how to do it yourself. I am also available to process all
your payroll tax reports so you don't have to worry about deadlines
(Including setup and maintaining payroll records, tax withholdings and
benefit contributions, federal & state tax filings and issuance of checks and
preparation of all W2's and 1099 forms.)
QuickBooks Services - Setup, Training, Consulting & Troubleshooting:
As a Certified QuickBooks ProAdvisor I am able to help small businesses
in any way they need help:
QuickBooks group training
QuickBooks one on one training
QuickBooks company data file setup
QuickBooks onsite consulting
QuickBooks remote consulting
Bill.com Accounts Payable Solution:
I help set up, train and maintain your Bill.com account for you. This system
keeps all your bills in one place, it is paperless, keeps track of your due dates,
helps with the approval process and makes the payments easily.
Tax Return Filing - Income, Payroll & Sales Tax:
I am focused on providing bookkeeping, payroll and QuickBooks consulting
and do not prepare income taxes. Instead, I work with my client's existing
tax preparer to get them the information they need. If you do not have a tax
preparer or are looking for a change, I have several excellent tax preparers
that I can recommend. I find that when clients work with me they are able
to get their information back in a timely manner since I don't have the
income tax deadlines. I do however prepare and file the payroll and sales
I am able to help seniors, nursing home & assisted-living facility residents, newly widowed or divorced individuals, busy professionals, frequent travelers and individuals and families who have difficulty with,or lack the time needed for the proper administation of their daily money management activities.
DAILY MONEY MANAGEMENT ACTIVITIES include, but are not limited to:
Bill Paying, sorting & processing of incoming mail, balancing checkbooks, bank & credit card reconciliation, organizing bank records, preparing & delivering bank deposits, reviewing investment & brokerage statements, organizing tax documents for tax preparers, budgeting, negotiating with creditors, deciphering medical insurance papers & verifying proper processing of claims, setting up & maintaining financial files, provide detailed month end reports, create a comprehensive portfolio of your life affairs, provide referrals & act as an intermediary with legal, tax and investment professionals.
* Spend more time generating
SALES for your business.
* Eliminates the frustration of
trying to learn yourself.
* Eliminates over/under paying.
* Stay on top of who owes you
* Eliminate overdraft fees.
* Saves you time when looking
* Helps lower your tax prep fees
and increases accuracy of tax
* Use financial statements to
make good decisions about
* Delegating tasks starts you
on the way to growing your
* No bookkeeping employee
* Save money - outsourcing is
less expensive than paying
another employee especially
when you consider taxes,
PTO, health insurance,
and pension plans.
* Focus on what you do best.
* Bookkeeping is the key to
* Less Stress, More Knowledge
& Smart Decisions.