Services

Don’t Worry… I Have You Covered!

Accurate Financials Every Month

Bookkeeping is the last thing you want to be worrying about. I make it easy for you to count on your books being up-to-date and finished on time, every time, utiliizing your choice of either QuickBooks Online or Xero accounting software.

I Track The Details

Never worry about missing another critical tax payment or other small detail again!  I will keep track of when payments are due and will assist you in making certain the funds are available.

Professionally Organized Year End Financials

I will package up all your monthly financial statements and send them off to your CPA or other tax preparer at year end, so you don’t have to rush around at the last minute.

Tax Filing Support

You don’t want to worry about filing your taxes, so I will work directly with your CPA to ensure that tax season passes smoothly.

Certified Advisor

Basic services are billed either monthly or quarterly, as a package price which is established based upon your individual needs.  No contract is required; services are provided on a month-to-month basis, and may be discontinued any time with 30 days notice, if you really want to.  But I intend to persuade you to make this a long-term relationship!

Other available services include:

  • Payroll
  • Historical clean-up
  • Accounts Receivable/ Accounts Payable management
  • Assistance with budgeting
  • Benchmarking your business
  • Custom financial reporting

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