Bookkeeping

Services Offered:

• Download and categorize monthly transactions into QuickBooks Online
  Monthly transactions will be downloaded and categorized into QuickBooks Online, ensuring that the client's financial records are accurate, up-to-date, and organized. This service helps track expenses and revenue effectively, providing clarity for financial reporting and decision-making.

• Optional add-ons
  Additional services include invoicing, bill payments, and income categorization. Assistance is available for creating and sending invoices to clients, managing bill payments to vendors, and ensuring that income streams are properly categorized for tax reporting purposes.

• Email monthly financial statements to the client
  At the end of each month, detailed financial statements, including profit and loss reports, balance sheets, and cash flow statements, will be emailed to the client to keep them informed about their financial situation.

• Monthly correspondence regarding financial status
  Regular communication will be maintained with the client to discuss their financial health, address any questions or concerns, and provide strategic advice to help them stay on track with their financial goals.

• Liaison between client and accountant throughout the year
  Throughout the year, a liaison will be provided between the client and their accountant, ensuring seamless communication and that all necessary financial documentation is prepared for tax filings.

Note:
All work is completed from my home office, providing flexibility, efficiency, and confidentiality while delivering personalized service tailored to the client’s needs.