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Bookkeeping Services

Chart of Accounts Management

I will work with you to develop a customized chart of accounts tailored to your business needs. This will ensure that your financial data is organized efficiently and accurately tracked in QuickBooks Online.

Accounts Payable & Receivable

I will manage your accounts payable process, including recording vendor invoices, processing payments, and maintaining vendor records in QuickBooks Online. I will handle your accounts receivable, including invoicing customers, recording payments, and tracking outstanding balances to help you manage your cash flow effectively.

Categorizing Transactions

Using QuickBooks Online, I will categorize all your transactions accurately, ensuring that your financial records are up-to-date and compliant with accounting standards.

3rd Party Payroll Collaboration

I will collaborate with your third-party payroll provider to ensure that payroll transactions are accurately recorded in QuickBooks Online and reflected in your financial reports.

Reconciling Accounts

I will reconcile your bank, credit card, and other accounts monthly to ensure that your financial statements accurately reflect your business's financial position.

Financial Reporting & Year-End Reporting

I will generate customized financial reports, such as profit and loss statements to provide you with valuable insights into your business's financial performance. At the end of each fiscal year, I will prepare year-end financial reports and collaborate with your tax preparer to ensure accurate tax filings and compliance with regulatory requirements.


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