Welcome
Being a bookkeeper requires strong attention to detail, excellent organizational skills, and a good understanding of accounting principles. It's a role that ensures the smooth running of a company's financial operations and supports informed decision-making with your monthly bookkeeping.
Bookkeeping Services Provided for Small Businesses for Monthly Bookkeeping
Each business is unique. I tailor my services to best suit my clients. Below is a list of the general duties I assist my clients with. Not every client needs or wants assistance with certain duties when looking for bookkeeping help. Contact me today for a FREE consultation to see how we'd best work together to achieve your goals!
Recording Transactions:
- Maintain accurate records of all financial transactions, including purchases, sales, receipts, and payments.
- Enter transaction details into QuickBooks Online
Reconciling Accounts:
- Regularly reconcile bank statements with company accounts to ensure accuracy.
- Investigate and resolve discrepancies in accounts.
Managing Accounts Payable and Receivable:
- Process invoices and ensure timely payments to suppliers.
- Generate invoices for customers and follow up on outstanding payments.
- Monitor accounts to ensure payments are up to date.
Maintaining Financial Records:
- Keep organized records of all financial documents, such as receipts, invoices, and tax forms.
- Ensure all financial records comply with company policies and legal requirements.
Preparing Financial Statements:
- Generate regular financial reports, including balance sheets, income statements, and cash flow statements.
- Provide summaries and detailed analysis of financial performance to management.
Payroll Processing:
- Process payroll for employees, ensuring accurate calculation of wages, deductions, and taxes.
- Keep records of employee earnings and deductions.
Communication and Collaboration:
- Liaise with accountants, auditors, and other financial professionals.
- Collaborate with other departments to ensure seamless financial operations.
QuickBooks Online ProAdvisor Certified
