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Bookkeeping Services
Getting started
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Discuss type of business and accounting system
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Start or take over QuickBooks file
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Organize & input existing transactions to current date
Ongoing support
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Download & categorize monthly transactions into QuickBooks
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Optional add-ons: invoicing, bill pay, income categorization, etc.
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Email monthly financial statements to client
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Monthly correspondence regarding financial status
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Serve as liaison between client & accountant throughout year
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Note: Work is completed from my home office
Services not offered
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Legal business advice
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Tax preparation
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Manual payroll (I work with your payroll company: (ADP, Dayforce (Ceridian), Deel ...)
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On-site bookkeeping
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