Bookkeeping
General Bookkeeping
AP & AR
Bank Reconciliation
Payroll Processing
Financial Reporting
Tax Preparation
Financial Analysis
P&L Sheets
Budgeting
Books/Software Management
More details...
• Monthly bookkeeping & financial reporting through QuickBooks Online to improve financial clarity and decision-making.
• Custom financial reports, including cash flow projections to anticipate and mitigate financial challenges
• Intensive bookkeeping clean-up, QuickBooks Online diagnostics, and training to get clients on the right track.
• Comprehensive management of accounts payable/receivable to ensure bills are paid and clients are invoiced.
• End-to-end payroll processing and management to pay employees and contractors, including year-end reporting and compliance.
• Financial advisory services, including comprehensive financial analysis, goal setting, cash flow optimization, working capital optimization, forecasting & growth planning, debt management & financing strategies, business valuation & exit strategies.
• Strategic HR guidance and fractional HR support for talent acquisition, performance management, compliance, compensation & benefits, and fostering positive work environments and sustainable growth.
Before working with Amy, I dreaded anything involving bookkeeping. I wasn't good at it and anyone I hired was overpriced or could not follow through with what they promised. I was referred through my network and she helped rescue my books after 2 bookkeepers were found fudging the numbers to make things balance! She is meticulous with her analysis and one of the most thorough professionals I have worked with. She got my books to the right place quickly and efficiently, without being charged an arm and a leg. She then walked me through all of her findings and was patient as I asked nonstop questions. She is reliable and responsive when most professionals drag their feet. I have worked with Amy for 2 years now and would recommend her to anyone who is searching for a bookkeeper that they can truly trust with their business and know that their best interests are always at the forefront. Long story short, Amy is truly amazing!
I love working with Amy. She has been such an asset.
"Monthly Bookkeeping"
General Bookkeeping
AP & AR
Bank Reconciliation
Financial Reporting
Tax Preparation
Financial Analysis
P&L Sheets
Books/Software Management
ADDITIONAL ADD-ON: PAYROLL
"The Clean Up"
Books Cleanup
Past Tax Clean Up
Moving Systems
Etc.
"Tax Filing"
Tax Filing through Turbo Tax - only offered to current bookkeeping clients
"Coaching Calls"
1 hour monthly coaching calls to learn how to maintain your books, file taxes, and more.
Custom Package
Need a custom package? Not a problem! We can create a package around your needs! Let's chat!