Bookkeeping & Payroll Services

I operate as your outsourced proactive financial partner, I focus on creating error-free, timely books, ensuring you receive clean, accurate, and insightful reports every month so you can confidently understand your cash flow and rely on your financial data to make informed decisions on strategic growth.

My preferred platform is QuickBooks Online, a top leader in accounting systems. The QuickBooks Online ecosystem enhances accuracy and streamlining in your financial reporting, with integrations for various apps to streamline your operations - saving you time and money. I am a certified QuickBooks ProAdvisor with Payroll certification, in QuickBooks Online.

Take bookkeeping off your plate with our expert support.

Core Bookkeeping & Financial Foundations

Everything you need to keep your books clean and tax-ready

• Bank & Credit Card Management: Capturing and properly coding all transactions.

• Monthly Reconciliations: Balancing accounts to ensure 100% accuracy.

• Accounts Receivable: Managing invoices and tracking incoming payments.

• Accounts Payable: Organizing bills and outgoing payments so nothing is missed.

• Financial Reporting: Delivering monthly Profit & Loss statements and Balance Sheets so you always know where you stand.

Advanced Bookkeeping & Tracking

Complex tracking and reporting for growing businesses.

• Job Costing: Tracking the expenses and income by project to see exactly where you are profitable. (Premium Service)

• Inventory & Fixed Asset Management: Tracking physical inventory, fixed assets, and depreciation. (Premium Service)

• Sales Tax Accounting: Calculating, tracking, and filing sales tax across multiple jurisdictions. (Available Add-on)

• Management Reporting: Custom deep-dive financial reports to help you make informed business decisions. (Premium Service)

As a Payroll ProAdvisor, I handle the essential tasks of paying your team and managing your tax filings.

• Payroll Processing: I manage your periodic pay runs for employees, ensuring accuracy and timeliness.

• Payroll Tax Compliance: I prepare and facilitate your quarterly 941 and annual 940/W-2 federal and state tax filings.

• 1099 Filings: Year-end compliance for your independent contractors. (Available Add-on)

• W-9 Collection: Tracking and maintaining tax information for your contractors throughout the year.

Payroll Management & Compliance

QuickBooks Online.

Catch-up Services

• Clean-up: I fix errors, streamline, and get your books up-to-date for accurate reporting. Varies by client, depending on situation of the books. (Purchase of Monthly Bookkeeping Service Required)

• Catch-up: Organize books, that have been neglected, and get them up to date for accurate reporting. (Purchase of Monthly Bookkeeping Service Required)

Clean-Up Services

QuickBooks Online.