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.
Alicia from A to Z Virtual Assistant handles all of our bookkeeping needs flawlessly. She ensures that our financial records are up-to-date and accurate, which allows me to focus on what we do best—creating impactful conference experiences. Alicia has not only saved me time but also provided the invaluable: peace of mind.
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!
"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!