Services Available

How Can We Help?

Do you need help with budgeting, inventory control and other special bookkeeping projects, such as fixed asset management for cash forecasting? 

I can assist you in these and other bookkeeping areas that you don’t have time to handle. The level of service I provide depends on my client’s involvement in the daily finances of the company. 

Do you prefer a full bookkeeping service so you can concentrate on running your business, or are you a “hands on” person? I can maintain your books on a regular basis. 


What Do We Offer?


  • Chart of Accounts Setup  
  • Accounts Payable/Receivable
  • Customer Invoicing  
  • Accounts Receivable Collections
  • Bank Reconciliation  
  • General Ledger Maintenance
  • Payroll Management  
  • Payroll Tax Return Processing  
  • File Annual W-2 and 1099
  • Sales/Use Tax Filing  
  • Benefits Administration  
  • Job Costing  
  • Data Entry  
  • Financial Statements  
  • Clients Use of QuickBooks Online



Other Services

  • Budget and Loan Interest Assessments  B
  • Business Plan Preparation for Loan Acquisitions  
  • QuickBooks Training  
  • QuickBooks Software Setup