Services

SERVICES

Initial bookkeeping tasks including but not limited to:

QuickBooks Online or Desktop account setup

Cleanup and repair of current accounting system

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Monthly bookkeeping services including but not limited to:

Posting and classifying transactions

Balancing and reconciling accounts

Accounts receivable and accounts payable management

Cash flow analysis

Financial report preparation and consultation

Budgeting and forecasting

Year-end preparation for annual tax filing

BENEFITS

COST SAVINGS:

Hiring in-office employees to handle your bookkeeping needs can be cost prohibitive with the associated salaries, taxes, benefits, and office space expenses. Accounting firms, like law firms, typically charge hundreds of dollars per hour and, although they are useful at tax time, spending that kind of money on a monthly basis for bookkeeping can be very expensive and unnecessary. Wise Owl provides cloud-based, comprehensive bookkeeping services for a fraction of the cost of an office employee or a CPA, saving you thousands of dollars in bookkeeping costs each year.

COMMUNICATION:

I make myself available outside your normal business hours to discuss your accounting needs and answer your questions so you can focus on your business and not your books during your workday. I encourage regularly scheduled meetings or calls to discuss your financial status, improve your workflow processes, and develop growth strategies.

COACHING AND EDUCATION:

If you are interested in software and/or accounting training, I have numerous resources that I can share with you (at no cost) to increase your knowledge. We can screen-share to walk you through your software processes and I can provide training links that enable you to learn at your own pace. My goal is to improve your control and understanding of your books, your business, and your financial status.