As a small business bookkeeper I work as the liaison between you and your accountant. I believe strongly in intentional business building + setting up systems to support sustainability in your business, ultimately creating a business you want to work in. My job is to:
• Keep the records up to date
• Make sure taxes are filed
• Keep your financial goals in the forefront for business planning and growth
Here are the most common tasks I work on in small businesses:
Enter and categorize expenses via check, debit and credit card charges
Enter and pay bills
Create and track invoicing, payments, follow up on accounts receivables
Reconcile checking and credit card accounts
Track and schedule payment for taxes
Create and review financial reports
2 hour video call where we get you set up in a personalized bookkeeping system. We dive into the best way for you to approach maintaining your books, how, or what, system to use + what your next steps are.
Help, I’m Stuck!
2 hour video call where you bring your questions to the table + we find the right answer, resource or tool to help you move forward.
I’ll do the upkeep + maintain your businesses bookkeeping tasks on a monthly, quarterly + yearly basis to generate the most accurate reports to help keep your financial goals in the forefront. Each businesses needs are unique – let’s have a conversation to figure out yours.
Monthly retainer starts at: $200.00 USD
Curious about how I put my bookkeeping + project management philosophy into practice? I write 1-2 times a month about resources, techniques + practices I’m finding useful in navigating the small business world.