Managing your books, so you can grow your business!
I've been using Quickbooks for over 20 years as part of my positions as Head of School of a private Montessori and charter Montessori schools as well as Office Manger of a trucking company.
I enjoy the tasks of balancing books, ensuring entries are correct and providing a variety of reports for planning purposes and analysis.
I'd love to help you get a handle on your finances, so you can focus on growing your business.
Using Quickbooks Online I will help you:
Are your financial books accurate?
I will ensure that all numbers match, credits and debits are tied to the correct categories and your ledger is reconciled with your bank account.
Even the messiest accounts can be organized correctly!
Using Quickbooks unmatched software, we'll connect your bank account(s) to your Quickbooks online subscription, streamlining everything and ensuring all information is available 24/7 online with Quickbook's secure platform.
Depending on your needs, I'll monitor the accounts weekly, bi-weekly or monthly.
You'll have balanced book for whatever life throws your way!
I'll reconcile loans and / or credit cards, setting them up correctly for taxes, balance sheets and other reports.
Did you know that interest on business loans is tax deductible?
I'll ensure payroll is properly entered into your ledger, whether it's a 3rd party payroll or independent contractors. And, file the appropriate 1099 for tax purposes.
In-house payroll will come soon!
I'll prepare and send monthly reports (Profit/Loss and Balance Sheets) as well as quarterly reports and end-of-year reports that can be used for tax purposes.
BONUS: Monthly consultation to discuss financial reports as desired.
Choose the frequency, and I'll send invoices via email from Quickbooks as well as follow-up as needed.
I'll prepare year-end Profit and Loss Reports and Balance Sheets for use in preparing Federal and State Taxes, as well as annual or quarterly reports for filing Sales Tax. I'd be happy to talk with your tax advisor.
I have passed audits by the IRS, FMCSA (trucking regulation) and school auditors for both private and charter schools.
Tracking of inventory for tax purposes and financial decisions.