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Feeling frustrated with your Books?
For many people, keeping their bookkeeping up to date or simply getting started with the process can be daunting. There is a seemingly endless amount of options and information out there, making it quite easy to become confused and overwhelmed. My mission is to cultivate a simple, understanding, yet professional environment where small business owners can have peace of mind with their finances.
What is bookkeeping?
According to Investopedia, bookkeeping is apart of the accounting process of recording your financial transactions in order to keep accurate financial records. Bookkeeping logs all transitions as debits and credits, which helps you make decisions about investments, operations, and financing.
Services
Services
Services Provided
I offer an array of options for small businesses looking to rectify their books and keep them running smoothly. Below is a non exhaustive list of the most common bookkeeping services. Whether you see only a few things that you need or what you are interested in is not listed, please contact me for more information. Together, we can figure out the best plan for your books. I currently service all 50 states.
Free 20 minute Initial Consultation
Account Setup
Categorize Transactions
Accounts Receivable
Reconciliation
Sales Tax Calculations
Clean Up/Catch Up
Expense Tracking
Financial Reports Creation
Please note: I do not currently provide legal business advice, tax services, manual payroll services, services for businesses needing HIPAA-compliant software, or on-site bookkeeping.
Credentials
My Process
For those interested, I offer a free 20 minute introductory call where we can talk about your business’s bookkeeping needs and see if we’re a good fit. Texting and emailing are also welcome.
Your books are maintained within Quickbooks Online, yet you will always have access to them.
I employ a remote communication model. Which means I mainly use email with clients, with phone calls being relatively rare. This is in effort to promote efficiency, as well as gives us a record of conversation to refer back to.
Sign an engagement letter and upload your documents via secure link or to a private, password protected client folder for safe processing.
Bank statements and documents are due each month. Monthly bookkeeping fees are due on the 1st of each month.
About
About
Hi there!
Hi there!
I'm a simple, no nonsense virtual bookkeeper for your small business or personal finance needs. I'm a business graduate of Huntingdon College and have over 15 years of retail finance experience. During this time, I discovered a genuine love for bookkeeping and now consider it to be my vocation. While I currently reside in Birmingham, Alabama, I service the entire USA. Thanks to modern technology, location does not prevent me from ensuring my clients books are beautifully maintained and polished.
In my spare time, I love learning about history, gaming, as well as exercising.
Contact
Contact
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