Monthly Bookkeeping for Small Business Owner

Monthly Profit & Loss statements, balance sheets, and cash flow reports.

Bank and credit card reconciliation to ensure all transactions were accurately recorded.

Categorized expenses and income for easy tracking.

Organized invoices and ensured timely payments were made.

Provided end-of-year tax prep support with all necessary documentation.

Tools Used:

QuickBooks for tracking income, expenses, and invoicing.

Excel for custom reports and financial analysis.

Outcome:

Reduced financial stress for the client by keeping their financials organized.

Prepared them for tax season, reducing their accountant's time and fees.