Services
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Bookkeeping
As a QuickBooks Advanced Certified ProAdvisor, I bring expertise in reconciling banks to your books. This process accurately records transactions, identifies discrepancies, and ensures reliable financial statements.
By utilizing advanced techniques and maintaining a meticulous approach, I help you save time, avoid costly errors, and achieve peace of mind knowing that your accounts are in perfect harmony. Trust in my proficiency to elevate your financial management and drive your business to greater heights.
Account Clean-Up
It’s good to start early with a bookkeeper, but a lot of times, that is not always the case. With my 25 years’ experience and my advanced knowledge of QuickBooks Online, I offer my expertise to clean up your prior year’s records to ensure accuracy, compliance, and peace of mind.
Not only do I identify and correct financial discrepancies, but I also note the errors in processes that caused the discrepancies and offer best practices going forward.
State/Local Tax Filing & Payment
Navigating the complexities of state, local, and payroll taxes can be daunting for many business owners. I offer comprehensive tax filing and payment services tailored to your specific needs. By entrusting me with this responsibility, you gain several key benefits:
Accuracy and Compliance: I ensure that all tax filings are accurate and comply with the latest regulations, minimizing the risk of penalties and audits.
Timesaving: My expertise in tax management frees up valuable time for you to focus on other aspects of your business, enhancing productivity and efficiency.
Stress Reduction: I handle the entire process, so you don’t have to worry about missed deadlines or errors.
Financial Health: Proper tax filing and payment can positively impact your overall financial health, ensuring that your financial statements remain accurate and reliable.
Trust in my proficiency to elevate your financial management and provide peace of mind, knowing that your taxes are in capable hands.
IOLTA Trust Account Reconciliation
Proper bookkeeping and reconciliation of your IOLTA trust accounts is a crucial task for legal professionals, ensuring the proper management of client funds and compliance with regulatory requirements.
Reconciliation of IOLTA trust accounts is crucial for several reasons:
Compliance: Ensure adherence to state & federal regulations governing the management of client funds.
Accuracy: Verifying the accuracy of financial records and transactions to prevent errors and discrepancies.
Trust: Maintaining clients’ trust by demonstrating responsible and transparent handling of their funds.
Protection: Safeguarding against potential fraud and mismanagement of client funds.
Year-End Tasks
Year-end Preparation and Closing Your Books – Year-end preparation and closing your books ensure a seamless transition into the new fiscal year. This critical process involves reviewing and reconciling all accounts, verifying the accuracy of transactions, and ensuring that your financial statements are complete and ready for your accountant to file your taxes.
By choosing my services, you benefit from a streamlined year-end process, reduced stress, and confidence in your financial records.
Medical Billing
I ensure that all medical billing is accurate and complies with the latest insurance regulations, your clients will receive their medical statement and invoices every month, and I will keep track of all the payments you receive. I am proficient in Office Ally and Patient Mate.
Ready to get started?
I offer bookkeeping services for small & medium sized businesses with a monthly rate that varies depending on your financial needs.