Bookkeeping and Accounting Services

  • Bookkeeping: daily, weekly, monthly, and annual
  • Bank reconciliations
  • Accounts payable
  • Accounts receivable
  • Collection of accounts receivable
  • Financial statements 
  • Cash-flow reports, as often as needed
  • Budget reports: weekly, monthly, annual; budget vs. actual
  • Form 1099-MISC (Miscellaneous) preparation at year-end
  • Period-end close, including adjusting journal entries
  • Clean Up and make sense of piles of receipts and documents

Tax, Accounting Software and Payroll Services

  • Acting as liaison between you, your CPA or other tax preparers and auditors
  • Tax help
  • Payroll services using payroll through QuickBooks, or other third party providers

I am familiar with most accounting/bookkeeping software packages,
and specialize in:

  • QuickBooks Desktop
  • QuickBooks Online

I can work with any of them to create and maintain your books.

New Business Formation

I also offer new-business set-up services, including things you don’t want to hassle with:

  • Establishing sales tax accounts, payroll tax accounts, workers’ compensation insurance, and professional liability insurance
  • Filing with the Secretary of State: your Articles of Organization, periodic reports, and other necessary documents
  • Obtaining an EIN (employer identification number) from the IRS