My services are specialized to individuals, small to medium-sized businesses, sole proprietorships and partnerships.
Choose from two convenient service options
- At your place of business while using your resources, I will process your financial information and provide the reports and staements you require.
- Deliver you information to my office, and I will do all the data entries and return you information with the reports you’ve selected. I will also provide a backup file of your data.
- My office hours and availability are tailored to suit your needs.
- Chart of account set up.
- Input of beginning balances
- Office organization
This is the monitoring, verifying, and general handling of the bills you owe to your vendors and others. Keeping thee payments under control maximizes your cash flow and good credit and enables you to utilize discounts. Accounts Payable includes tasks such as…..
- Computerized posting and payment of accounts payable.
- Enter monthly totoal of manually paid invoices.
- Bank statement, credit card reconciliation.
This is essentially the key function in ensuring your company receives its monies as quickly as possible. Billing & Accounts Receivable includes tasks such as….
- Originate invoices for you to send to your customers.
- Posting from your detailed sales invoices.
- Aging and bad debts
- Quickbooks Training and Support.
- Collection calls to your customers/overdue notices.
- Account overdue notices/letters of demand
- Preparation of monthly, quarterly and annual financial statements.
- Help clients interpret their tax preparer’s instructions.
- Show clients how to save tax preparation fees through organization
- Quarterly Reports
- Annual reports