Bookkeeping & Accounting Services
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QuickBooks Online and Desktop setup, conversion, and training
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Ongoing bookkeeping and accounting (monthly, quarterly, or periodic)​
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Chart of Accounts setup, cleanup, and maintenance
- Bank, credit card, and loan reconciliations
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Recording and reconciling A/R and A/P
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Payroll journal entries and payroll-related reconciliations​
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Journal entry review and corrections
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Catch-up and prior-year accounting cleanup
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Year-end accounting cleanup and support
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Sales tax returns and related accounting support
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Financial statements and reports​
Limited Tax Preparation
Tax preparation services are maintained for a small number of existing clients and are not available to new clients.​
Payroll Support
Payroll is handled directly by you and your payroll provider. I support the accounting side by reviewing payroll reports and recording payroll entries in QuickBooks to ensure payroll activity is reflected correctly in your books. I do not process payroll or file payroll tax returns. If needed, I can introduce you to trusted payroll provider contacts who can act as your payroll service provider, including payroll setup.
