Bookkeeping services are provided remotely, allowing me to work with clients regardless of location within the United States. Records and financial information can be shared securely, with communication handled by phone, email, or online meeting.

Help bring overdue or disorganized books up to date by reviewing transactions, completing reconciliations, correcting bookkeeping issues, and organizing financial records so ongoing bookkeeping can move forward accurately.

Reconcile bank and credit card accounts to QuickBooks, identify discrepancies, and help ensure transactions are accurately recorded and financial records remain up to date.

Prepare monthly and/or quarterly financial reports based on client needs, including Profit & Loss, Balance Sheet, and Budget vs. Actual reports to provide a clear picture of financial activity and performance.

Prepare financial reports for nonprofit organizations, churches, boards, and treasurers, including Profit & Loss, Balance Sheet, and Budget vs. Actual reporting. Coordinate with outside CPAs as needed for year-end adjustments and financial reporting support.

Track vendor bills and due dates, maintain accurate accounts payable records, and prepare or process payments as authorized by the client.

Prepare and send customer invoices and provide accounts receivable reports to help identify outstanding and past-due balances.

Record payroll activity from third-party payroll providers such as Paychex, including wages, payroll taxes, deductions, benefits and other payroll-related transactions. Payroll information is accurately recorded in QuickBooks and reconciled to supporting payroll reports.

Prepare and submit 1099 information returns for eligible vendors and independent contractors based on client records and year-end reporting requirements.