Services

Financial papers on the table

 

My services can be tailored to your needs.  I offer daily, weekly, or monthly engagements.  Many of the services I offer can be completed remotely, but I am also available to work onsite.  A typical engagement may include any of the following:

Small Business Accounting

  • Accounts Payable
  • Accounts Receivable
  • Bank Reconciliations
  • Journal Entries
  • Month-End Closing procedures
  • Daily transactions, including credit card purchases
  • Clean-Up books
  • QuickBooks Setup
  • Income Statements & Balance Sheets
  • Custom Reports and schedules
  • Budget creation and monitoring

Personal Money Management

  • Day to day accounting for busy individuals
  • Bill pay
  • Account reconciliations
  • Account monitoring
  • Online banking

Office Management Consulting

  • Streamlining processes for optimum efficiency
  • Collaborate with CPA
  • Ensuring proper internal controls and separation of duties
  • Organizing