General Bookkeeping Services
Every small or home-based business is unique, and your back office needs are unique as well.
During our initial consultation meeting, we will work together to identify your financial record-keeping pain points.
After a diagnostic assessment of your current accounting system, I will provide you with a written report outlining exactly what remedial steps are needed to bring your accounting system up-to-date and current, and a proposed bookkeeping package for services to be provided going forward.
Accounts Receivable
Invoicing | Tracking revenue | Posting sales figures
Accounts Payable
Posting vendor bills | Processing vendor payments
Month-End Transactions & Financial Statements
Reconcile bank statement | Monthly journal entries | Monthly reports
Payroll
Employee paychecks | Government remittances | W-2 & 1099 preparation / reconciliation
Year-End Documentation
Year-end tax prep | W-2 preparation and reconciliation | Fiscal year closing
Initial Consultation
One-hour consultation, either by phone or in person.
Focus on what YOU do best, let us take care of the rest!
Written Diagnostic Assessment
A written review of your current bookkeeping system, remedial steps if necessary to bring it up to date, and a plan for going forward, giving you confidence and security, allowing you to focus on your passion, worry-free.
A back office plan that is uniquely tailored to your business's needs, which may include some or all of the following elements:
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