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Remote Bookkeeping Services for U.S. Small Businesses

My remote bookkeeping services are designed to support your financial operations with accurate, well-maintained financial records that help you understand your numbers and make informed decisions. Whether you need one-time bookkeeping services like QuickBooks Online setup and catch-up bookkeeping, or ongoing monthly support, I have tailored bookkeeping solutions for your business needs.

Monthly Remote Bookkeeping Services

The Essentials Bookkeeping Package

  • Record + Categorize Transactions via bank feed, register, and/or statements

  • Reconcile bank accounts, credit cards, and other accounts with documents to ensure accuracy

  • Generate Financial Reports like profit and loss/income statement, balance sheets, expense reports, etc.

  • Tax Preparation Support by preparing books and financial statements for tax filing.

  • QuickBooks Setup and Support if you’re a new QuickBooks Online user.

Additional Bookkeeping Support

  • Accounts Payable Management by creating bills, scheduling/recording vendor payments, monitoring outstanding bills, reporting, etc.

  • Accounts Receivable Management by creating invoices, tracking customer invoices/payments, issuing reminders for overdue invoices, reporting, etc.

  • Sales Tax tracking, filing, and scheduling payment

  • Inventory Management by calculating COGS, tracking inventory, valuation methods, etc.

  • Payroll Services such as processing, record-keeping, journal entries, and issuing 1099s.

  • Weekly/Monthly Reviews of your business’s financial reports and any other topics that might arise.

  • Budgeting, Forecasting, and Projections to help set financial targets, work towards operational goals, and predict the potential future performance.

  • Project-based Accounting as job costing, progress invoicing, project profitability reporting, etc.

Other Bookkeeping Services

Annual Bookkeeping/ Catch-Up Bookkeeping

If you’ve fallen behind on your books or prefer having your bookkeeping done once a year in preparation for tax filings, I got you covered.

QuickBooks Online Setup

Let a professional get you started, set up a bookkeeping system, and give you confidence that things are done correctly from the beginning.

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