As a QuickBooks Pro-Advisor and former Intuit’s small business cleanup crew member, I have specialized in QB Online to provide the best support available. If you are overwhelmed by learning the software and not sure if you are entering data correctly, let me help you get on track!

One thing you can always count on in business is that the bills will keep coming in! Are they starting to stack up and you are not sure where to start organizing and paying your bills? I can help you feel more in control of your business expenses!

The accounts receivable workflow can be challenging at times with undeposited funds, payment receipts, and getting invoices out in a timely manner. You know the money needs to come in, but what is the best way to process payments? Let me get your invoicing under control and help lower stress around getting paid.

I currently partner with ADP and have direct access to support all of your payroll needs!

All successful businesses know where their money is coming from and where their expenses are going. I provide monthly bookkeeping support to categorize, reconcile, and report all transactions. After completing your books each month, I send you customized reports and go over them with you in a 30-minute meeting. I also provide up to 60 minutes of email support for questions throughout the month as well.

Not sure if you even need bookkeeping support or just want a second pair of eyes to determine any pain points? Let me take a look at your figures and we can go over possible changes or advice for taking care of your books moving forward!

Are you required to file that pesky sales tax each month or quarter? Let me take care of that for you so that you never have to receive that letter stating you’ve missed yet another deadline!

1099s can be a complete disaster at the end of the year if you haven’t prepared months prior. Let me assist in requesting W9s as well as filing 1099s.

Did your tax preparer send you back home to get your books in order before filing? Do you know that your books are unorganized and need a cleanup? I can assist in both multi-month or year clean-ups!

Are your receipts in a shoebox? The IRS can in some cases require proof of transactions for up to 6 years prior. Do you have systems in place in the case of an audit? Let me help organize and take care of your documentation mess!

I partner with CorpNet to provide the best assistance while forming your new venture!

I will soon also be adding individual tax filing to my list of services for the 2024 tax season!