Services

  • Monthly Bookkeeping

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    I offer monthly bookkeeping services that can help you keep your financials organized and up-to-date. My services include bank reconciliation, accounts receivable and payable management, and financial reporting.

    My monthly bookkeeping services can help you stay on top of your finances and ensure that your business is running smoothly.

  • Historical Cleanup

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    Are you struggling to keep your financial records organized and up to date? I offer specialized historical clean-up services that can help.

    My services are designed to identify and correct errors in financial records, reconcile bank and credit card statements, and ensure compliance with relevant accounting standards. With my help, you can quickly and accurately clean up your financial records, so you have peace of mind that your books are accurate and up to date prior to tax filing.

  • Year-End Financials Prep

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    Year-end financials preparation can be a daunting task for many business owners. To clarify, this process involves compiling your financial statements for the entire fiscal year, rather than monthly bookkeeping. This means that all of your financial transactions and records will be reviewed and organized to ensure accurate reporting for tax filing.

    During this process, we will carefully examine your income and expenses, review your balance sheets, and ensure that all relevant financial documents are in order. By doing so, we can identify any potential discrepancies or issues, and make sure that your financial statements are accurate and compliant with all applicable regulations.

  • Payroll Processing

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    Ensuring timely and accurate processing of payroll can be a major challenge, especially for businesses with complex payroll requirements. That's where I come in.

    I provide comprehensive payroll processing services, handling everything from calculating employee wages and salaries to making sure all tax filings and payments are submitted on time.

  • QBO Setup & Training

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    My QuickBooks Online setup services include customizing your account settings and chart of accounts to meet the unique needs of your business. Whether you need help with invoicing, payment processing, or inventory management, I can help you get set up quickly and efficiently.

    In addition to setup, I offer comprehensive training services to ensure that you and your team are comfortable using QuickBooks Online. From basic navigation to advanced reporting, I will provide you with the knowledge and skills you need to make the most of this powerful accounting tool. With my help, you can gain a deeper understanding of your business finances and make informed decisions about your future.

  • 1099 Filings

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    I understand the importance of complying with tax regulations, such as the filing of 1099 forms. If you are a business owner who pays independent contractors, freelancers, or other non-employees, then you are required to issue a 1099-MISC form to each individual or company that you paid more than $600 to in a given tax year.

    The process of 1099 filing can be complex and time-consuming, especially if you have many contractors to file for. That's where my 1099 filing services can help.

    I can help you gather the necessary information, fill out the forms, and submit them to the IRS and contractors before the deadline. This will ensure that you are compliant with tax regulations and avoid any penalties or fines.

Let’s work together