The services described below will help you determine the level of bookkeeping services you require.
Basic Bookkeeping Services
• Input Transactions: I enter all your transactions into a QuickBooks file on a monthly basis.
• Assign Items to Appropriate Accounts: I assign all transactions to appropriate income and expense accounts.
• Reconciliation of Bank Statements: I reconcile all of your business bank accounts.
Essential Bookkeeping Services
• Accounts Payable: I prepare your checks for signature and mailing.
• Accounts Receivable: I invoice your customers and manage collections as necessary.
• Payroll: I manage your payroll and maintain your payroll records.
• Cash Management: We will make sure your bills are paid on-time, but no earlier than necessary.
• Vendor and Customer Files: I help you maintain vendor and customer files for all those you do business with.
• Taxes: I help identify potential tax deductions and track expenditures accordingly.
Enhanced Bookkeeping Services
• I will work with you to determine what reports would be useful in helping you achieve your goals.
• I will set up and maintain budget, income and expense tracking that is specific to your needs.
• I will generate reports that enable you to better analyze your revenue, expenses and budget.
• We can modify reports as your needs and goals change.
Contact me to discuss which services best fit your needs.
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