A+ Certified Bookkeeper and QuickBooks Online ProAdvisor helping US Pet Care, Healthcare and other Small to Medium-sized Businesses turn their messy and outdated books tax-ready, spot ways to reduce expenses and maximize income, and focus on their passion through my efficient R2R bookkeeping services.
Record => Reconcile => Review => Analyze => Report => Resolve
In terms of experience, I’ve handled 30+ US clients for a bookkeeping firm as well as directly the books of small business owners from general ledger maintenance to clean-up and catch-up projects. These businesses are from various industries including Healthcare, Hotels, Construction, Roofing, Digital Media, Pressure Washing, Creative studio, E-commerce, Electrical solutions, Landscaping, Mobile Cafe and YouTube Content Creation.
From my experience and learning, I'm familiar with: QuickBooks Online, Wave Apps, Microsoft Excel, GoogleSheet, Airbnb, Owner Rez, Gusto, ADP, Stax, Acculynx, Stripe, Square, Amazon, eBay, and Paypal. As for other softwares or reports, learning them is easy as long as Google is free.
So, are you looking for bookkeeping help? Check out how I can help you below!
1.) Accounting Software Account Set-up
Setting up Accounting Software (e.g. QBO, Wave) account ready for bookkeeping (from subscription to setting the charts of accounts).
> This is for business owners who don't have an accounting software set up yet.
2.) Clean-up Bookkeeping
Cleaning up your records for a period.
> This is for business owners who messed up their books through DIY (incorrect application of payments, duplicate transactions, miscategorizations, etc.) or who had their books messed up due to previous bad bookkeepers.
3.) Catch-up Bookkeeping
Getting client's books up to date ready for analysis and tax filing.
> This is for business owners who were not able to do their books for a period.
4.) Ongoing Bookkeeping
Weekly or Monthly recording of business transactions and reconciliation depending on need.
Generating financial reports and analysis regularly depending on need.
One catch-up call a month for discussion on analysis results and others and as often as needed updates on your books.
>This is for business owners who wants to have informed business decisions
5) Financial Analysis & Business Insights
Conducting and preparing financial analysis reports to spot ways to reduce expenses and maximize income.
These reports include but are not limited to these analyses: Vertical Analysis (accounts as % of total revenue or total expenses), Horizontal Analysis (Current period performance vs previous period performance), and Financial Ratios (KPIs).
>This is for business owners who want to step up their game, know their financial health performance more in-depth and have better informed financial decisions.
If any of these sounds like the help you need, just drop me a message and we can schedule a call to discuss more about it. You can also book a call directly here: ----------------------bookkeeping/30minchat.
I'm excited to help you achieve your business goals!
Your one-tap-away bookkeeper,
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