Recording and organizing financial transactions into the appropriate accounts (e.g., income, expenses, assets). | Ensuring that every transaction is accurately entered, including journal entries for complex or unique activities. | Maintaining clean and consistent financial records for better clarity and decision-making.
Handling your Accounts Payable (A/P) and Accounts Receivable (A/R) to ensure smooth financial operations. | Creating and managing bills and invoices, tracking payments, and ensuring timely collections. | Maintaining accurate records, preventing overdue balances, and streamlining cash flow so your business stays financially healthy. | Taking care of vendor payments or customer invoicing, allowing you to focus on growth.
Cross-checking your financial records with bank and credit card statements to ensure they match. | Reconciling accounts payable and receivable to maintain accurate balances. | Identifying and resolving discrepancies such as missing or duplicate entries. | Providing accurate, up-to-date account balances for improved financial confidence.
Preparing key financial reports such as income statements, balance sheets, and cash flow statements. | Tracking and summarizing accounts receivable and payable for inclusion in financial statements. | Delivering insights into your business’s financial health and performance. | Providing actionable data to help you make informed business decisions.
Cleanup of Financial Records. Identifying and correcting errors in past transactions | Reorganizing financial data for accuracy and compliance | Bringing your books up to date for proper reporting. QuickBooks Online Setup. Customizing chart of accounts for your business needs | Connecting bank and credit accounts for seamless syncing | Creating and categorizing customers, vendors, and products. Ongoing Support & Troubleshooting. Offering quick solutions to technical issues | Ensuring QuickBooks Online is optimized for your business.
Assisting you in organizing and preparing financial records for accurate and efficient tax compliance. | Services include compiling essential financial documents, reconciling accounts, and preparing reports to support seamless tax filing. | While I do not file taxes directly, I collaborate with qualified tax professionals ensures returns are accurate, timely, and compliant with regulations. | Helping businesses stay prepared and avoid last-minute tax season stress.
Most business owners don’t ignore their finances on purpose—it’s just easy to put off bookkeeping when you’re juggling sales, service, and operations. But behind every unbalanced ledger or missing receipt, there’s something even bigger at stake: missed opportunities.Without proper bookkeeping, your business could be losing out in ways you may not even realize. Here’s how.
Read MoreTax season is a dreaded time for many business owners—and for good reason. If your books aren’t in order, what should be a straightforward process can quickly turn into a stressful scramble. But it doesn’t have to be that way. Bookkeeping, when done consistently and correctly, transforms the tax process from chaos to calm. Here’s how.
Read MoreBehind every successful business is a solid foundation—and finances play a huge role in that. But for many business owners, bookkeeping is either inconsistent, neglected, or misunderstood. The result? Bottlenecks, missed opportunities, and constant stress.As a solo bookkeeper, I’ve seen how smart, consistent bookkeeping can solve some of the biggest challenges business owners face—and help them move forward with clarity and control.
Read MoreRunning a business is rewarding—but it’s not without stress. Between managing clients, marketing, and day-to-day operations, financial management often falls to the bottom of the list. That’s where bookkeeping comes in. As a solo bookkeeper, I help business owners eliminate these common headaches for good.
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