Your Trusted Partner
in Simplified Bookkeeping
Welcome to your bookkeeping haven, where numbers find their home and smiles are always welcome. Let me help you make sense of your finances with personalized service tailored just for you.
Meticulous Services
For those tired of wondering what the cash balance is, especially when the major home bills are coming due - STOP. I have mastered my own personal bookkeeping and budgeting to a point where all of my monthly bills are perfectly timed, on autopay and ready to meet the expected inflow of cash from payroll to retirement and social security payments. Never worry about your bank balance or paying late fees again. You will know WEEKS to months in advance if you’re going to have excess, or not enough. With my bookkeeping, the excess will cover the not enough, eliminating the fear of waiting days before you decided to log into your bank to check your balance, hoping that some miracle put some extra cash in there for you - bookkeeping, is the miracle. :)
Basic monthly bookkeeping services includes:
Opening and sorting mail, Entering vendor invoices & expense receipts, Process customer payments, Reconcile bank accounts, Monthly financial reports and maintaining an accurate filing system.
All start-up bookkeeping plus: Schedule and pay vendors, Process Customer payments, Process customer statement & collections, Growth projections, Income statements with Budget vs. Actual.
All Growing Business Bookkeeping, plus: Purchase order reconciliations, Customer invoicing and collections, Monthly financials, including Cost to Complete / % Complete, Job cost analysis, Income statements with Budgeted vs. Actual by job, Cash flow projections, Growth projections and Overhead costs per job.
Inside
our world
At the core, I’m here to take the stress out of managing your books, allowing you to focus on what truly matters: growing your business. Join me for a cup of coffee, and let's chat about how I can help simplify your financial world.
