I’m excited to bring my QuickBooks bookkeeping expertise, and several years of experience handling the books of multiple U.S. based clients across industries such as Law, Real Estate, Beauty & Wellness, Restaurants, and Construction to help support and strengthen your business.
Here’s what I can take off your plate:
1. QuickBooks Online Bookkeeping
Monthly, quarterly, and yearly bookkeeping
Bank & credit card reconciliation
Clean-up and catch-up bookkeeping
Chart of accounts setup & optimization
2. Financial Reporting
Balance Sheet, Profit & Loss, and Cash Flow reports
Custom management reports tailored to your needs
Year-end financial preparation for CPA review
3. Accounts Payable & Accounts Receivable
Vendor bill entry and payment tracking
Customer invoicing and payment follow-ups
AR & AP aging reports
4. Payroll-Related Services
Payroll reconciliation (Gusto, QBO Payroll, ADP, Paychex, etc.)
Recording payroll entries into QuickBooks
1099 preparation assistance
5. Sales Tax Filings
Filing sales tax returns in multiple U.S. states
Reviewing state nexus requirements
Ensuring accurate sales tax setup and reporting
6. Bookkeeping Review & Audit Support
Fixing misclassifications
Identifying and resolving discrepancies
Removing duplicate entries
Supporting annual tax return preparation
