Bookkeeping / accounting services
DESIGNED FOR SELF-EMPLOYED / SMALL BUSINESSES
AND HIGH-NET-WORTH FAMILIES OR INDIVIDUALS
QUICKBOOKS CERTIFIED PROADVISOR
SMALL BUSINESSES / SELF-EMPLOYED
- Small Business Bookkeeping: Management of daily transactions, accounts payable, accounts receivable and month-end processes
- Payroll: Management of payroll and payroll taxes
- Additional Accounting Services:
- Detailed Reporting: Help directors make informed decisions - cost analysis, YoY comparisons, trend analysis, etc.
- Book Clean-Up: Books not balancing? Preparing for an audit? Haven't reconciled in a long time?
- Self-Employed (Realtors, Brokers, Sales Reps, etc.) Bookkeeping: Management of daily transactions -income and expense tracking & categorization (maximize your tax write-offs), monthly P&L reporting, account reconciliations and more
high net worth FAMILies / INDIVIDUALs
You have reached a certain level of success and wealth, but now you are too busy to deal with the tedious tasks that come with remembering bill due dates, insurance renewals, registration renewals, tax payments, etc. I can help!
Do you have a passive-income stream? Are you a property investor and need accurate NBVs? Maybe you provide loans to friends or family and need an amortization schedule created and the loan repayment tracked. I can help!
With experience supporting an ultra-high-net-worth family, I bring the accounting know-how and the "nothing-is-impossible" attitude to the table. I'd be happy to help you and your family too!