Services
What I do
Bookkeeping
QuickBooks Online Subscription
Basic data entry of client records
Recording and classification of transactions
Monthly account reconciliation (bank & credit card)
Monthly financial statements (balance sheet, income statement, statement of cash flows)
Monthly video/Telephone conference consultation
Receipt management
General payroll assistance
Tax preparation & Audit
Establishing the business Opening Balance
Sorting, recording, and classification of transactions
Reconciliation of prior bank statements, categorizing and/ or recategorizing old transactions
Reviewing monthly financial statements (balance sheet, income statement, statement of cash flows)
Preparation of Audit Schedules
Preparation tax prep package sent to your tax preparer
Accounting Services
Monthly and quarterly accounting services to small/individual businesses
Profit and loss statements
Unaudited financial statements
Bank reconciliations
Calculation and remit of state & local sales, use, and excise taxes; US Census Bureau reports, Bureau of Labor & Stattic reporting, Virginia ABC Annual Reports; and etc.
Accounts payables & receivables services
Business Consulting & Financial Advisory
Routine meetings to provide in-depth analysis of financial statements
Briefing of business financials; past, present, and anticipated future
Understanding :
Strategic Business Planning
Business Structures
Cashflow Management
Financing
Accounting Sofware Consultancy (QuickBooks)
Selling or Buying
Startup Business Advisory Services (3-month check-in)
Free Consultation
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“My mission is to add value to your business and contribute to your success. Invest your time and efforts in running your business; leave the bookkeeping to me.”
