Automated Financial Statements & CFO Services
Transform Your Business Today with Accurate Bookkeeping
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Transform Your Business Today with Accurate Bookkeeping
Expert QuickBooks Online Bookkeeper & Payroll Specialist
Expert QuickBooks Online Bookkeeper & Payroll Specialist
Financial, Creative professional with a niche for numbers
Made a mistake on Quickbooks with reconciling accounts and need a redo?
Fortunately Quickbooks offers the option (only to the accountants/bookkeeper) to undo any reconciled accounts and reconcile them properly.
I recently ran into this situation with my clients books; expenses being wrongly categorized AND mis-matched to the wrong payment method.
Here's a screenshot of where you go to undo a month.
Note** if you want to undo September, you first have to undo October. Same if you want to undo January, you have to undo all the months after.
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Bookkeeping & Admin Support for Small Businesses
A sample invoicing and payment tracking system designed to help small businesses stay organized and get paid on time. The system combines professional invoices and receipts with payment tracking, due dates, status updates, and follow-up reminders for a clear view of outstanding and completed payments.
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80
A sample client onboarding system designed to create a smooth, organized experience from the first discovery call through the start of services. The workflow includes document collection, file organization, onboarding milestones, and clear client communication to keep the process efficient and easy to follow.
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136
A sample business finance tracker designed to keep income, expenses, and monthly performance organized in one place. It provides a clear overview of cash flow, spending categories, and profitability, helping small business owners understand their numbers and make informed decisions.
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52
A sample administrative support system designed to help small business owners stay organized and manage day-to-day operations more efficiently. The workflow brings together email and calendar management, data entry, task tracking, document organization, and follow-ups so important details don’t fall through the cracks.
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62
Creative VA focused on helping small businesses
Creative VA focused on helping small businesses
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Remote Bookkeeper | Excel Expert for Small Businesses
Remote Bookkeeper | Excel Expert for Small Businesses
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