Virtual Accounting and Bookkeeping Services

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About this service

Summary

I offer expert financial management services specializing in both QuickBooks and Sage, with over 7 years of experience. From setup to ongoing bookkeeping and reconciliation, I provide customized solutions tailored to your business needs. My commitment to client satisfaction, personalized service, and the option for unlimited revisions set me apart, ensuring your financial records are accurate, organized, and up-to-date.

Process

Initial Client Meeting
Client Assessment and Proposal
Engagement Agreement
Onboarding and Data Gathering
Client System Setup
Service Delivery
Ongoing Communication and Review
Final Review

What's included

  • QuickBooks & Sage Setup

    Ensure that your financial software is configured to align with your business requirements. I customize the chart of accounts, preferences, and templates to enable accurate and effective bookkeeping.

  • Catch-Up and Clean-Up

    Bring your financial records up to date with a thorough review and categorization of transactions, ensuring your QuickBooks or Sage records are accurate, organized, and compliant.

  • Reconciliation Expertise

    Maintain accurate financial reporting through meticulous account reconciliations. I match transactions, resolve discrepancies, and provide you with a clear and precise overview of your financial position.

  • Expert Bookkeeping

    Let me handle your day-to-day financial tasks, allowing you to focus on your core business. Services include data entry, expense tracking, and preparation of financial statements, tailored to both QuickBooks and Sage.


Skills and tools

Data Entry Specialist
Accountant
Bookkeeper
FreshBooks
Microsoft Excel
Quickbooks
Tvori
Xero

Industries

Bookkeeping and Payroll
Financial Services
Accounting

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