CUSTOMIZED SERVICES

  • Let me alleviate your stress by handling your bookkeeping needs.

    You can choose to receive monthly or quarterly services. You will receive up-to-date and accurate financial statements. Having up-to-date books provides you with the information needed to make informed financial decisions for your business. It also allows for easier tax filing.

    BOOKKEEPING SERVICES INCLUDE:

    • Customized chart of accounts

    • Recording, classifying, and posting transactions

    • Reconciling account balances

    • Financial statement preparation

    • Adjusting entries

    • Year end financial statements for your tax preparer

  • This service is perfect for new business owners that want to do the books themselves. I will set up your QuickBooks account and customize it specifically for your business. I’ll provide training to help you learn how to keep your books accurate and up to date.

  • Are you behind in keeping up with your books? When is the last time your books have been reconciled? Are your bookkeeping records a mess? Let me help! Together we can get your books caught up, cleaned up, and ready for tax filing. Up-to-date, accurate financials are crucial to the overall health of your company.

  • This is geared to business owners who are doing the bookkeeping work themselves and want a little extra support. Think of it as “looking over your shoulder.”

    I will answer your questions about Quickbooks and general accounting questions. Help will be provided to guide you through any hiccups/issues/errors you may encounter. I will review your books for accuracy and reconcile your accounts.

  • This service is specifically designed to meet your specific needs and vision.

    I will conduct deeper analyses to help you better understand your finances and present findings, conclusions, and recommendations for your consideration and decision-making.

    I will assist with payroll through a third-party payroll provided.

Let’s see if we are a good fit to work together. 

We may NOT be a good fit if…

✘ You are not willing to have your books done in QuickBooks Online.  (Keeping your bookkeeping records in the cloud allows us to work efficiently and remotely.)
✘ You are in the manufacturing industry. 
✘ You aren’t prepared to view our relationship as a partnership and to be a team player. 

We may be a good fit if…

✔ You are an outdoor recreational activities business

✔ You are a small, service-based business with anywhere from 0-100 employees. 

✔ You are located in the United States. (I’m located in West Michigan and serve clients virtually all over the United States.)
✔ Your revenue is over $100K per year.
✔ You need clarity with your bookkeeping needs.
✔ You are looking to increase your profit margins so you can pay yourself more of what you bring in.