Services

• Detailed journal entries

• Bank and month-end general ledger reconciliation

• Monthly reporting

Bookkeeping services consist of maintaining and providing up-to-date financial information. 

• Communication with tax accountant

• Year-end reporting 

A year-end tax package is completed and provided to your tax accountant. This includes but is not limited to fiscal year financial statements, fixed asset additions, M-1 items and relevant current year changes. An organized and complete tax package allows your tax accountant to complete your taxes more efficiently. 

• Set-up a new business in Quickbooks 

• Structure the general ledger and chart of accounts 

• Format invoices and financial statements

I work with you to determine the business structure and set-up your new business according to your reporting needs. 

As a business owner, you may need more insight into your business' performance than the standard financial package. I can work with you to determine what those needs are and develop relevant reporting.