Founded with a vision to provide business owners a stress free way to manage their finances. I take the day to day tasks of keeping your books organized and make them my top priority to ensure accuracy.
Categorize up to 50 transactions
Reconcile up to 2 accounts
Provide quarterly financial statements
Send QBO file to Accountant / CPA quarterly
Categorize 50-100 transactions
Reconcile up to 3 accounts
Provide bi-monthly financial statements
Send QBO file to Accountant / CPA quarterly
Categorize 100-150 transactions
Reconcile up to 5 accounts
Provide monthly financial statements
Send QBO file to Accountant / CPA quarterly
Create and send invoices
Monitor accounts receivable
Send payment reminders
Provide weekly A/R detail report
Send customer statement
Bill/invoice entry
Monitor accounts payable
Send payment when due
Provide weekly A/P detail report
Send vendor statement
Payroll service selection and set up
Data coordination and accuracy
Communication with payroll provider
Contracted Bookkeepers help business owners in several ways. Virtual bookkeeping services don’t take place in a physical office, so you won’t waste time or resources on hiring new personnel. No wasting time and money on accounting and administrative expenses as well, so you’ll save considerably. Additionally, virtual Bookkeepers are contracted workers, so you won’t need to worry about paying vacation time, payroll taxes, and other benefits. You’ll also notice savings because a virtual bookkeeper will typically offer affordable costs. Knowing that a trusted service is taking care of your bookkeeping will give you the needed peace of mind, which will permit you to focus on your business 100%. You’ll also have access to updated financial reports whenever you need them. Updated and precise financial statements are important because they’ll help you make vital business decisions.
We strive to stay in communication with our clients. Have a question about our business, or want to see if we match your specific needs? Send us a message, or give us a call. We're always happy to meet new customers!
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