Services

You know you need to get your books in order, but with everything else involved in running a small business, where can you find the time? My affordably priced services are designed to simplify your financial processes through streamlining, training, consulting, and whatever else you might need.

Check out my services below, and message me for quotes and questions.

Monthly Bookkeeping:

Basic: Monthly transaction check-ups (ensuring what’s entered is done correctly), credit card reconciliation, and bank account reconciliation.

Full-Service: All of the above, plus: entering expenses, A/P and A/R (accounts payable and receivable), monthly reporting (Profit & Loss, Balance Sheet, and Cash Flow).

Add-On Services: Expense reimbursement forms/documentation, bill collection, quarterly financial reporting, Chart of Accounts creation/customization (a CoA is a list of all of your assets, equities, and liabilities; bank accounts, credit cards, loans, and expense categories. A customized CoA allows you to create detailed reports so you know exactly what your money is doing).

QuickBooks Online Training:

Basic Training: Review of the new QuickBooks Online, explanation of Chart of Accounts, how to enter and send invoices, how to record payments, how to enter expenses and/or match them from downloaded bank and credit card transactions, how to record when you pay yourself (owner’s draw), and bank account/credit card reconciliation overview.

  • Basic trainings typically last between 2 and 3 hours. You’ll walk away with a clearer, deeper understanding of the accounting process, tools, and a step-by-step how-to guide.

Advanced/Customized Training: Can include any/all of the above, tailored to suit your specific business needs and status of your bookkeeping processes.

  • Ideal for those already familiar with QBO, but wanting to improve; or for those with a spouse or family member helping with bookkeeping seeking assurance that your record keeping is accurate and performed efficiently.  

Financial Processes and Systems Organization:

Receipt/Expense Recording and Maintenance: From the moment you get a receipt until you file it away for your accountant, do you know what you’re supposed to do with it? Do you often get overwhelmed with the pile up of endless receipts and aren’t sure what to keep, what to toss? I will help you go over what needs to stay and what can be tossed, and create an effective process to allow you effortless control over your bookkeeping.

Customized Processes/Systems: Small business owners understand the importance of using their time wisely. I work directly with you to design a simple, streamlined accounting system that you can easily delegate as your business grows.

If you have questions about any of the above services—or if you have a question about something you don’t see here—message me. Let’s get started.