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Accountant

Clean Books

Clear Insights

Confident Decisions

Know exactly how well your business is doing at any given time, stay on top of your tax liability and provide your accountant and tax professional clean reports, saving you time and money.

Transactional Accounting (Bookkeeping)

The foundation of financial clarity. Reconcile, and organize your daily transactions to keep your books accurate and tax-ready.

  • Historical Processing & Categorizing of all Income and Expense Transactions

  • Bank, Credit Card & Loan Account Reconciliations

  • Recording Sales & Revenue

  • Matching Invoices & Payments

  • Matching Bills & Vendor Payments

  • Integrations with 3rd Party Apps like, Square, PayPal, etc.

  • Payroll Transaction Entry

QBO or Xero Diagnostic Review

Start here if you already have a QuickBooks Online (QBO) or Xero account.

 

What’s Included:

  • In-depth review of your existing bookkeeping setup

  • Identification of errors, inconsistencies, or missing information

  • Evaluation of bank, credit card, and loan reconciliations

  • Review of chart of accounts and account categorizations

  • Summary report with findings

  • Clear recommendations and next steps for Clean Up

Bookkeeping Clean Up & Catch-Up 

Services Include:

  • Updating your chart of accounts

  • Categorizing all transactions accurately

  • Reconciling bank, credit card, and loan accounts

  • Cleaning up Accounts Payable and Accounts Receivable

  • Identifying and correcting prior bookkeeping errors

  • Delivering clean, tax-ready financials

Additional Services

  • QBO "How To" Mini Training Sessions 

  • A/R Invoice Management

  • A/P Bill Payment Management

  • Sales Tax Reporting

  • 1099 Filing 

  • Receipt Management

Back-Office Support & Compliance 

Taking care of the financial “busy work” so you can run your business.  Helping you get and stay in compliance. 

  • Receivables: Invoicing, payment processing, credit memos

  • Payroll: Processing, onboarding, tax compliance

  • Contractors: Payments, tracking, 1099 filing

  • Sales Tax: Preparing & filing state and local returns

Advisory Services

Turn clean books into business insights.
Once your records are accurate, I help you use them as a decision-making tool.​

  • Cash flow monitoring

  • Key performance indicators (KPIs)

  • What-If scenario planning (e.g., hiring staff, expansion)

  • Collaboration with CPAs & advisors for deeper strategy

Payroll Set-Up, Processing & Compliance

Support for small businesses managing employee or contractor payroll.

 

How We Help:

  • Payroll setup for employees and subcontractors

  • Ongoing payroll processing and tax filings

  • Compliance with federal and state payroll regulations

  • Integration with your bookkeeping system

  • Certified support for ADP, Gusto, and QuickBooks Payroll

  • Guidance on choosing the best payroll provider for your needs

QuickBooks Online or Xero Set-Up

  • Choose the right software: that fits your business type and budget. (QuickBooks Online, Xero, etc.)

  • Customized Chart of Accounts to reflect both your industry and your business entity

  • Bank Feed Connections Set-up and how to use them effectively 

  • Day-to-day workflows: Establish clear processes for invoicing, billing, receiving payments, and more.

  • One-on-one training: Personalized live sessions or step-by-step video tutorials for you and your staff.

ADP Certified, Gusto Certified, QuickBooks Payroll Certified
QuickBooks Online ProAdvisor and Xero Advisor
Certified Military Spouse Owned Enterprise
Better Business Bureau BBB Accredited
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