Services

Personal Financial Planning:

Budgeting, bill pay and coaching. I can work with you to get your personal finances in order. I can help you accomplish financial freedom and meet your goals for retirement.

General Bookkeeping Services:

Daily reconciliation and deposit, bank reconciliation, accounts payable, accounts receivable (invoicing and statements), and so much more.

Bookkeeping packages available!

QuickBooks Setup, Training and Maintenance:

Create a new QuickBooks file or transfer an existing Desktop file to QuickBooks Online as well as train you to use the program or provide ongoing maintenance.

Weekly, Monthly or Quarterly Bookkeeping and QuickBooks Maintenance Packages Available! Your books will be tax ready!

Payroll:

Payroll processing, report filing and tax liability payment scheduling.

1099 Filing:

File 1099s from a list you provide, or search statements for 1099 payments.

Miscellaneous:

Independent Contractor Licensing, Gas Tax Refund, Financial Statement Preparation, Annual Corporate Reports, Trucking Reports, Bed Tax Reports, Etc.