Services

Business, Nonprofit, and Individual Bookkeeping with QuickBooks

  • Online and remote bookkeeping services

    Member of American Institute of Professional Bookkeepers

    Member of American Institute of Professional Bookkeepers

  • Instant access to your financial data
  • Complete confidentiality
  • Accurate data entry
  • Professional financial reports

QuickBooks ProAdvisor Consulting

  • QuickBooks questions answered
  • Setup assistance for new QuickBooks users
  • Troubleshooting problems and issues with QuickBooks
  • Assistance with automating tasks and creating templates
  • QuickBooks instruction and mentoring

Bookkeeping for Businesses

I can create budgets and projections so that you can forecast and plan properly.  I can help with Sales Tax, Payroll Setup and Integration of your existing systems or help you streamline your bookkeeping systems with the correct checks and balances for best practices.  I can help your business:

  • Set up accounts for new businesses
  • Clean up and organize existing accounts
  • Perform data entry and record keeping
  • Track inventory and sales
  • Complete payroll duties
  • Reconcile bank statements
  • Generate financial reports
  • Provide financial details for tax reports

Bookkeeping for Nonprofits

I understand the special needs of nonprofit bookkeeping and 990 reporting. In addition to performing the tasks for businesses, I can help your organization:

  • Track individual programs and services
  • Track revenue and expenses for different locations
  • Track difference souces of revenue
  • Generate financial reports for Board meetings
  • Extrude financial data needed to complete the annual 990

Bookkeeping for Individuals

I can generate household budgets and organize personal finances to help you stay on track with bill-paying, savings, investments, and spending. I can work with you to create personal financial goals and track progress toward those goals. I can help you:

  • Create household budgets
  • Streamline bill-paying
  • Reconcile bank accounts
  • Track income sources and expenses
  • Prepare financial data for tax season

Bookkeeping Training and Consulting

If outsourcing your bookkeeping is not for you, I can also provide training and consulting services to help you perform your own financial record keeping. I can work with you and your staff to get your accounts set up and provide training in the best practice for your business, nonprofit, or personal finances. I can:

  • Analyze existing bookkeeping methods and make recommendations
  • Create new accounts for best practices
  • Provide staff training for QuickBooks and Microsoft Office
  • Consult with you and your staff as needed