I look forward to working with You!
Let me manage your day-to-day bookkeeping tasks, offer valuable insights, and help you find solutions to your business challenges.
A little about me
Nice to meet you! After over 30+ years in corporate marketing roles and being responsible for multi-million dollar budgets, I transitioned to owning a bookkeeping business. I love working with
numbers and helping small businesses make informed financial decisions. My experience includes director level roles at Sally Beauty Supply, JCPenney, Neighborly and more.
I am an Intuit certified QuickBooks ProAdvisor & trained bookkeeper and want to help save you time and money.
Notary Public, State of Texas
Services
General Bookkeeping
- Recording Financial Transactions: Keeping track of all business transactions, such as sales, purchases, and payments.
- Journal Entries: Organizing transactions into categories, like assets, liabilities, revenues, and expenses.
Accounts Payable (AP)
- Invoice Management: Handling incoming bills from vendors and ensuring they're processed and paid on time.
- Payment Scheduling: Managing due dates and making timely payments to suppliers or contractors.
Accounts Receivable (AR)
- Invoicing Clients: Creating and sending invoices to customers for goods or services provided.
- Collections: Tracking outstanding payments and following up on overdue accounts.
Services Continued
Bank Reconciliation
• Monthly Bank Reconciliation: Comparing bank statements with your
business's financial records to ensure accuracy.
• Cash Flow Management: Identifying discrepancies between bank and
book records to maintain proper cash flow.
Payroll Processing
• Employee Salary and Wage Calculation: Calculating salaries, wages,
bonuses, and commissions.
• Payroll Taxes: Calculating and withholding taxes, making necessary
deductions, and filing related paperwork.
Employee Benefits Management
• Benefits such as retirement contributions, and paid time off.
Services Continued
Financial Reporting
• Profit & Loss Statement (Income Statement): Providing a summary
of revenues, expenses, and profits over a period of time.
• Balance Sheet: Listing assets, liabilities, and equity of the business to
reflect its financial health.
• Cash Flow Statement: Showing how cash is moving in and out of
the business, indicating liquidity.
• Cost Analysis: Reviewing operational costs and suggesting ways
to reduce overhead and improve profitability.
Inventory Management
• Inventory Tracking: Keeping track of stock levels, sales, and reorder
schedules.
• Cost of Goods Sold (COGS):Monitoring and calculating the costs
associated with producing or purchasing inventory.
Bookkeeping services vary by business size and complexity, and I tailor offerings based on your needs as a client. Whether your business requires comprehensive bookkeeping or just a few services, the items listed above key areas typically covered by bookkeepers.
Pricing
