Professional Accounting & 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

  • Monthly Financial Statements

    A comprehensive overview of financial activities, including income statements, balance sheets, and cash flow reports.

  • Bank Reconciliation Reports

    Detailed reconciliation of bank accounts to ensure accuracy and maintain up-to-date financial records.

  • Tax Preparation Documents

    Complete preparation of all necessary tax filing documents, ensuring adherence to applicable tax laws and regulations.

  • Accounts Receivable and Payable

    Accurate tracking of outstanding invoices and bills to efficiently manage cash flow and collections.


Skills and tools

Accountant
Auditor
Bookkeeper
FreshBooks
Microsoft Excel
Quickbooks
Tvori
Xero

Industries

Accounting
Bookkeeping and Payroll
Financial Services

Work with me