- Preparing and sending invoices, credit memos, and statements to customers, - Recording payments you’ve made, - Tracking all expenses that you bill to customers, - Managing the collection of open Accounts Receivable, and - Create a monthly/annually A/R aging report. Never miss another payment you are owed or fail to accurately bill customers again!

We make the process of paying your vendors painless and streamlined. You can have the option to capture or scan your bills through an app and then I will enter the bills and link them to QuickBooks, making it easy for you to approve the bills for online payment with just a click. Plus, your scanned bills are always accessible to you and your tax professional, making tax time a breeze. In addition to paying bills, will we perform following duties: - Create a monthly/ annually A/P aging report, - Issue and track vendor purchase orders, - Manage contractor paperwork and 1099′s, and - Track credit card expenses and receipts. Never forget to pay a bill or wonder what you owe a particular vendor again!

Cash flow is often the biggest challenge that small business owners face on a day-to-day basis. With the help of a Cash flow Statement, you will be able see how much profit your business has generated, and whether it will cover your important upcoming expenses. Having a statement allows you to easily visualize this information will give you the peace of mind you need to make financial decisions confidently.

We all understand how important it is to be able to know quickly how your business is performing. One of the main benefits of sound bookkeeping is that it allows you to seamlessly analyze your expenses and, if necessary, adjust your budget. By examining financial statements, you can see which products, services or industries are helping you generate the most revenue. It is crucial to know where your profits are coming from! Financial statements can offer valuable help as you gauge your business’s performance and make informed decisions about the future. Before finalizing next year’s budget, take a look at how things went this year.

Bank and Credit Card Reconciliations are an important part of bookkeeping. You should be balancing your books with bank records once a month. A reconciliation assists with cash flow by maintaining a proper record of money coming in and out of your company. If there are undeposited funds, you need to determine if they should be cleared before or after the bank reconciliations. I also collect your bank statements each month using an automated software, so you never have to send anything. You can leave the reconciliation of bank and credit card accounts to me while you take care of your customers and clients!

Whether it's a shoebox full of receipts, a folder full of bank statements, or an incomplete QuickBooks file, we can play catch up with the bookkeeping for your business and get you back on track. The purpose of this 'Cleanup Service' is to assist QuickBooks Online users with reconciling historical accounts up to the point of the previous year's tax filing, and categorizing historical transactions back to the user's most recent tax year filing.

Your employees are the heart and soul of your company. You want to treat them well and make sure they are always paid accurately and on time. I offer payroll services that make tracking employee hours, withholding taxes, and issuing paychecks and W2’s simple. No need to sweat setting up payroll for a new hire or taking care of removing someone from the payroll. I will help you keep it all organized and keep your employees paid and happy. To learn more about how I can help with your small business’s bookkeeping and accounting services I provide, get in touch with me today!

- Capturing and properly coding all bank and credit card transactions - Inventory tracking - Sales tax filing - 1099 filing - Montthly Bookkeeping - Class & Location Tracking & more