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Full-Charge Accounting & Reporting
Stay on top of what's happening and get a clear
picture to make the best decisions. Select your needs from the following: - Full-Charge Bookkeeping Services Available: Weekly, Biweekly, Monthly, Quarterly, & Annually
- Operational Accounting including: Accounts Payable, Accounts Receivable, Bank Reconciliations, & General Ledger Balancing
- Reports: P&L, Management, Analysis, & Custom
- Tax Payments & Reports including Payroll & Sales Taxes
- Cash Flow
- New Business Set-Up
- Clean Up, Catch Up, & Correction of Past Problems
- 1099's
Trust your books with an accountant who is very detail-oriented. I love the challenge of reconciling and tying things in. Reports are essential to top quality management. I love to provide useful information so that you can maximize your resources.
Very experienced with QuickBooks & Quicken for both Mac and PC.
I have several years of experience in managing the full books for multi-million dollar properties with complicated ownership calculations to simple personal accounts.
Virtual Accounting Options. I am willing to do what it takes for your system to work for you. These are the most popular set ups that I use with my clients: Step 1- Send the Documents:
- Scan invoices and necessary documents and send in via email
- Overnight a package or send via regular mail
- Arrange the exchange of a box containing the documents
- Have an admin prepare a simple Excel list with necessary info and send via email
Step 2- Accounting Entry:
- On My Machine: I perform bookkeeping services on my computer. I copy the updated file to your server, save to disk, or email a copy to you. I have both a new PC and new Mac.
- Remote Log On: I connect to your computer over the internet via a remote desktop service such as GoToMyPC. I update the books on your computer, backup your system, and log out.
- Online Based: I login to your books using QuickBooks or Quicken online. I update the books and log out.
Step 3- Checks and Final Reports:- I store the check stock at my office. Send you printed checks via overnight package. You approve them, sign them, and send them out! Easy to read reports reflect cash flow balances, account allocations, and spending.
- Send in the checks each week in Step 1 and I will return them to you completed and ready to sign the same way they were sent in.
Security Statement: I place the highest priority on the security of your data and sensitive information. I understand the great significance of privacy and security. I use only the best of technology to make sure there are no breaches of your private information.
Please include a description of the project and requested services, if applicable.
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