I'm experienced, competent, conscientious, responsible, and trustworthy. Upon request I will supply you with personal and professional references. I am insured and bondable.
Yes I can. We would customize a plan, which would factor in how how many features in QB that you use, and how many months are behind and unreconciled. I offer a $100 two hour consultation to look at details with you and I am available for clean up projects beginning in late May.
I'm experienced and proficient with both QuickBooks Desktop and QuickBooks Online and I can help you choose which product would best suit your business habits and the nuances of your particular business.
I recommend a bookkeeper as soon as your cash flow supports the expense. A good bookkeeper can help you set your books up properly from the start and manage the growth of your books with the growth of your business. Your bookkeeper will manage the recording of your income and expenses as the year goes by so you can be ready for your tax return filing on time and audit ready after your return is filed.
• Daily Money Management is for individuals, and those who are Trustees, Conservators, and Rep Payees.
• Business bookkeeping is for the self-employed and those with a formal business.
I'd be happy to offer training as an additional customized charge to your Core package plan. It's all right with me that that you'd want to learn to do this yourself.
I work from my fully equipped and internet connected home office. No need for me to occupy valuable space in your home or office. I customize pick up and delivery of essential paperwork to your individual situation.
I offer a socially distanced in person consultation. We would meet to look at your existing books and financial records, and chat about your needs. If we will be working together via online only we can chat by telephone.
I do whatever I can to accommodate elderly, disabled, or special needs persons, so please contact me so we can discuss how I can customize our initial consultation to meet your need. FYI, I am fully vaccinated.