Categorization of transactions to specific categories like income, expenses, assets or liabilities.

Reconciling bank, credit card and loan statements to your financial records to ensure accuracy and help identify errors.

Managing customer invoices, sending statements, tracking overdue payments.

Managing vendor invoices and scheduling payments.

Generating financial reports such as income statement, profit and loss and cash flow statement. I can also customize any management reports needed.

Review your current bookkeeping procedures, advise as to best practices and workflows. Training in bookkeeping software if needed.

Helping you clean up your existing records and catch up if you are behind in your tax filings.

Sales Tax - Payroll - 1099 filings - Inventory Management

Working with your tax accountant to provide necessary documentation for preparation of your tax return.

Database Management, - Proofreading - Customer Support - File Organization - Document Preparation - Data Entry