What I Can do For You
Virtual Bookkeeping
- Setup your books in accounting software (QuickBooks, Xero, etc.)
- Catchup/cleanup of your books (as far back as most recent tax return)
- Post and classify transactions (sales, expenses, checks)
- Balance and reconcile accounts – monthly (bank, credit cards, loans)
- Accounts Payable – weekly, bi-monthly or monthly
- Record vendor invoices, reconcile vendor statements
- Issue/record payments using online bill payment systems
- A/P aging reports
- Accounts Receivable – monthly only
- Issue/record customer invoices & statements
- Record customer payments
- A/R aging reports
- Record/report inventory activity
- Record payroll wages and payroll tax transactions
- New employee setup & reporting
- Sales tax tracking & payment
- Financial report preparation and consultation
- Balance Sheet
- Income Statement (month, YTD, and previous year comparison)
- Statement of Cash Flow
- Other customized reports
- Budgeting and forecasting
- Year-end preparation for annual tax filing
- Other services offered:
- Document scanning
- Facebook Page or LinkedIn management
- Proofread/correct website and other documents
Are you ready to get started?
Contact me today to learn how I can help free up your time so you can grow your business!