What professional services do we provide?
As your bookkeeper, we will do the basic duties of a bookkeeper plus manage payroll, handle deposits, create and maintain financial reports, manage the ever-changing world of sales taxes as well as quarterly taxes and withholding. Have an audit coming up? We will be there to help organize your data to make it go smoothly.
Excel is a valuable tool in bookkeeping. I can train you on MS Office 365, if needed, as well as guiding you through TurboTax Home and Business for your LLC.
As mentioned on the first page, my goals are:
- To free up time: On average, we can reclaim 1-2 hours per week: Efficient bookkeeping saves time by automating tasks, streamlining processes, and enabling better financial insights, allowing business owners to focus on core activities rather than spending hours on administrative tasks.
- To increase your profit: We will work together to enhance profitablity by 20% to 35%: Save money by finding ways to control expenses and maximize job's profitability. Then you can determine future action and decide what types of projects to undertake that are more profitable . The key is always in the financial details, and I enjoy uncovering hidden answers through analysis with the business owner.
Key services include (Using QuickBooks and will soon be adding Xero):
- Transaction recording: Entering all financial transactions into accounting software, including income, expenses, and payments. This includes Point Of Sale (POS) transactions.
- Financial statement preparation: Generating reports like Profit and Loss statements, Cash Flow statements, Balance Sheets, and creating customized reports to focus on your goals in your niche.
- Bank reconciliation: Matching bank statements to recorded transactions to ensure accuracy.
- Invoice creation: Generating invoices for customers and tracking outstanding payments (accounts receivable).
- Accounts payable management: Processing bills and recording payments to vendors
- Cash flow monitoring: Tracking the movement of money in and out of the business
- Data entry: Inputting financial information into the accounting system
- Financial record keeping: Maintaining accurate financial records and documentation
- Reporting: Providing regular financial reports to the business owner
- Compliance focus: Ensuring adherence to relevant financial regulations and tax laws
- Processing Payroll: For your full-time employees and 1099 contractors.
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