Free Consultation
Yes! A free 45-60 minute visit will give me the opportunity to get to know you, your business and what your needs are. We, together, can figure out the best routes to take to make your bookkeeping simple.
You need time to do what you LOVE, not worry about your books every week!
Customized Invoices and Payments
I use your specific Logos, colors and fonts to create easy-to-see and understand Invoices and Payments.
Easy to use will be just "drop-in" formatting and automatically calculating. All you will need to do is print ( or have me print and take care of it all for you--how cool would that be??)!
Organizing and Categorizing
Organizing and categorizing are essential components of effective bookkeeping. Maintaining orderly records is crucial for efficient management.
With this tool, I will assist in organizing and categorizing your bank account, email, and other necessary items. I will utilize QuickBooks, Wave, and custom spreadsheets tailored to your needs. To access these software programs, I will require some of your information if you are already using them; alternatively, we can set up new accounts as needed.
Charts, Tables and Spreadsheets
Customizing charts, tables, and spreadsheets can be an enjoyable endeavor.
The visually appealing colors, boxes, and images facilitate effortless data retrieval, transforming the experience into one that is both engaging and efficient. Utilizing color to differentiate data is essential, as it enhances categorization and makes searching more comfortable for both the eyes and the mind.
Set-up Software
Not sure how to set up QuickBooks, or Wave?
No Worries! I got you!
I will help set up accounting software for you, or me! :-)
You can either use this on your own or we can link it to my QBO page and I can just do all the work for you! I will help you get started.
Data Entry
Entering data can often be overwhelming. This service specializes in inputting various types of information into tables, journals, ledgers, and spreadsheets. Additionally, I can create customized items such as magnets and business cards, among other unique products.
Filing Systems
Filing and Organizing Go Hand in Hand
Maintaining order is essential when it comes to filing. Whether it’s paper files, records, or receipts, they can easily become chaotic. The same can happen with digital files. By sorting items based on different criteria and grouping them into organized files, you can ensure everything remains neat and accessible when needed. I can assist with both paper and electronic filing solutions.
