Clean Up

 

We all lose track of time, and occasionally it results in us being behind on our business finances. This is your first step if you have months or perhaps years worth of company transactions that have not been properly categorized! 

 

  • Organize bank & credit card, receipts, invoices, etc.
  • Reconcile accounts
  • Correct errors and review transaction categories
  • ​Produce financial reports
  • Prior year tax review

Bookkeeping

 

By letting me handle your monthly bookkeeping requirements.  This gives you the insight you need to choose the best course of action for your company going forward.  

 

  • Income and expense tracking 
  • Account reconciliations 
  • Month end reports 
  • Bank account and credit card management
  • Invoice and collections
  • Sales taxes

Add-On Services

 

Occasionally, a company needs a little additional assistance in particular areas.  The list of extra services that I can tailor to meet your needs is provided below. 

 

  • Accrual reports 
  • Vendor bill payment
  • Payroll processing
  • Add-on tasks
  • Client invoicing
  • Tax planning
  • Advisory services
  • And more!

Schedule a free consultation so I can get to know your company better and evaluate your business's unique needs.