Bookkeeping Services

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As an outsourced bookkeeping solution for small businesses, I take this key function off your plate. It is essential that your books have accurate information so you can make sound financial decisions. Errors in the books can be costly, resulting in poor decision making, overpaying in taxes, and being rejected for a commercial business loan.

 

I use QuickBooks Online as my bookkeeping platform. It is by far the industry leader and can handle 100% of the bookkeeping needs of virtually every small business. It has the ability to integrate with a multitude of apps (expense reporting, online bill pay, payroll, etc.) that streamlines the bookkeeping process, which improves efficiency and saves time and money.

 

My bookkeeping services include:

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• Categorizing All Bank and Credit Card Transactions

• 1099 Filings

• Financial Reporting

• Payroll Processing

• Bank and Credit Card Reconciliation

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​CFO Services

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Outsourced CFO (Chief Financial Officer) services provide businesses with high-level financial expertise at a fraction of the cost of a full-time executive. 

 

My CFO services include:

 

• Budgeting & Forecasting

• Financial Analysis including KPI's (Key Performance Indicators)

• Risk Management

• Cash Flow Management

• Financial Strategy Development

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