I provide clients with resources and solutions to manage their bookkeeping, accounting and financial reporting needs.  

Training & Support

I teach bookkeeping basics providing training, support and guidance to your office team. I am always available to answer any questions you or your team may have. Specifically how to use QuickBooks, how to record various transactions, best practices, help with payroll, resolving a reconciliation discrepancy, making adjusting journal entries, internal controls and administrative topics.

Accounting System & Chart of Accounts Setup

I can help you with setting up your accounting system and chart of accounts. This service includes setting up: customers, jobs, invoices, sales receipts, merchant accounts, electronic payments, vendors, credit cards, loans, inventory items, class list, locations, projects, assets, shareholders, employees, payroll, sales tax, multi-currency functionality, budgets, transaction downloads, bank rules, bank feeds and app integration.

I can record various processes and subprocesses in a way that is easy to consume using an HTML site that is well organized and user friendly. This service includes testing, updating and optimization of processes as well. Documentation of business processes can be beneficial for providing transparency for those in need of audit and regulatory reporting services.

I can also assist with implementation of new business processes, internal controls and accounting procedures. 

Consulting Services are provided at a billing rate of $100.00 per hour.

Introductory call and initial consultation provided at no charge.

Glad to help!