My Services
Accounting and Payroll
At the base of my bookkeeping software suite is QuickBooks Online. By utilizing this cloud based, industry leading accounting software, I’m able to perform all accounting functions businesses need, and provide information rich reports to owners and managers as a result.
My accounting services are as follows:
Recording and correctly coding all bank and credit card transactions
Bank account and credit card reconciliations
Accounts receivable
Accounts payable
Inventory tracking
Fixed asset depreciation schedule maintenance
Restricted net asset schedule maintenance (NFP)
Financial reporting
Management reporting
1099 Filing
Payroll and payroll tax processing
Bookkeeping Training
While hiring a CPA as your outsourced bookkeeper has significant advantages (see section below) and is likely more affordable than you realize, maybe you’re not quite ready to make that move quite yet. I get it - keeping the books in house can feel more comfortable.
If that sounds like you, I offer bookkeeping training for an affordable hourly rate. Trainings can be done in person (in Western Oregon) or online via Zoom. Whether you or your in-house bookkeeper need a little refresher, or are completely new to bookkeeping, I’ve got you covered.
Other Services
In addition to accounting and training services, examples of other services I offer are below:
Budgeting
Books cleanup
In-house bookkeeper oversight/periodic review
Financial Statement Audit/Review preparation*
*I do not perform audits/reviews - I will assist with your preparation for an annual audit/review.
Why should you hire a CPA for your outsourced bookkeeping?
A company may prefer to hire a Certified Public Accountant (CPA) over a bookkeeper for their accounting and bookkeeping due to the advanced expertise and comprehensive skill set that CPAs bring to the table. Unlike bookkeepers, who are unregulated in the United States and primarily handle only day-to-day financial record-keeping and basic transactional tasks, CPAs are highly qualified professionals with extensive training and certification in accounting principles and financial analysis.
CPAs are also adept at ensuring adherence to regulatory standards, which is critical for maintaining the financial health and integrity of the organization. Their ability to offer a holistic approach to financial management and to navigate intricate financial landscapes makes CPAs an invaluable asset for companies seeking not just accurate bookkeeping, but also insightful guidance and robust financial stewardship.
This enables me to provide more sophisticated financial planning, strategic advice, and compliance services, above and beyond standard bookkeeping and accounting.
Book a call and let’s discuss how affordable it can be to grow your business!
Contact me
Interested in working together? Click the ‘Book Now’ button to schedule your free consultation. I can’t wait to hear from you!