I will be your expert virtual bookkeeper

As your expert bookkeeper & tax preparer. I also clean-up your financial records by doing the following:

Bookkeeping

• Data Entry: Recording daily financial transactions and sales receipts.
• Reconciliation: Matching bank and credit card statements with ledgers.
• Invoicing: Creating, sending, and tracking customer invoices and bills.
• Financial Reporting: Generating balance sheets and profit-and-loss statements.

Tax Preparation

• Document Gathering: Collecting receipts, W-2s, 1099s, and expense records.
• Categorization: Organizing expenses into correct tax categories.
• Filing Support: Completing draft returns and working directly with CPAs.
• Compliance Tracking: Monitoring filing deadlines for local, state, and federal taxes.

Consultation

• Budgeting: Helping clients build realistic spending and savings plans.
• Software Setup: Recommending and configuring tools like QuickBooks
• Strategic Planning: Advising on cash flow management and business goals.