I have an MBA in Management and Finance and have worked on Wall Street for over 20 years.
I offer in home and virtual assistance to and not limited to seniors, professionals, business owners and young adults.
My skillset include but not limited to:
1. Daily money management tasks including (but not limited to) bill paying.
2. Medical insurance submissions.
3. Bank reconciliations.
4. On-line ordering and returns.
5. Scheduling of home services and Scheduling of medical appointments. I will make sure you never miss an appointment.
6. I partner with you and support your legal team by inventorying assets, organizing documents.
7. I manage your move if you are downsizing your home.
8. Help you if you are executor of the estate of an international of domestic relative.
9. Organize any room in the home including sheds, guest homes, pool house and basement.
What makes me different:
Personality
Patience level
Life experience
Relationships that I have formed over the years
Motto: Let’s get this done now instead of wait until tomorrow.
I’m a Certified QuickBooks ProAdvisor specializing exclusively in small businesses and self-employed individuals, providing bookkeeping and tax preparation under one roof.
Whether you’re starting from scratch, need to clean up months—or even years—of messy books, or want your bookkeeping and tax preparation to work seamlessly together, I can help.
Does any of this sound familiar?
You’re falling behind on paperwork, and that box of receipts keeps getting bigger.
You spend your evenings and weekends trying to figure out QuickBooks.
Your accounts don’t reconcile, so you’re constantly making adjustments just to get things to balance.
Invoices are confusing, delayed, or difficult to send.
Clients question your invoices—or refuse to pay because they don’t understand them.
You don’t know who owes you money or how much you’re actually owed.
Your tax preparer won’t file your return because your books are a mess.
You’re worried about IRS notices, penalties, or an unexpected tax bill because no one is proactively managing your books and taxes.
You’re unsure how much to set aside for quarterly estimated taxes.
You’re missing deductions or wondering what you could be doing now to reduce your year-end tax burden.
You’re unsure what you owe vendors or whether you’re being overcharged.
QuickBooks has become a tangled mess you don’t know how to fix.
A previous bookkeeping cleanup created even more problems.
If this sounds familiar, you’re exactly who I work with.
My goal is to take the stress and confusion out of your bookkeeping and taxes so you can have accurate financial records, better visibility into your business, and confidence when tax time comes around.
You focus on running your business. I’ll help you make sense of the numbers.
Semi-retired accounting professional available for project-based work.
I specialize in QuickBooks Online (QBO) cleanup, reconstruction, and complex bookkeeping corrections for small businesses and self-employed individuals.
If your books have become difficult to understand, balances don’t make sense, or a previous cleanup left you with more questions than answers, I can help get your QBO file back on track.
Services Include
Clean up and reconstruct QBO data to restore accurate, usable financial records
Resolve open balances and streamline your Chart of Accounts
Remove duplicate entries and properly reclassify transactions
Clean up Accounts Payable and Accounts Receivable, including matching and correcting outstanding items
Perform complex account reconciliations and identify discrepancies
Review historical transactions and correct errors that are affecting your financial statements
Organize and simplify your QBO file so it is easier to maintain going forward
Project-based work • Complex cleanup • Accurate, organized books
If your QuickBooks file is a mess, you don’t necessarily need to start over—you may just need someone who knows how to untangle it correctly.
Get Your Books Organized, Accurate, and Back on Track
You need a bookkeeper who can take scattered receipts, incomplete records, and disorganized transactions and turn them into an organized, reliable bookkeeping system. We can help.
Whether you’re starting from scratch, catching up on months of overdue bookkeeping, or wondering whether your current books are accurate, we can assess what you have and create a practical plan to get everything organized.
Bookkeeping Services Can Include
Organizing receipts and financial information
Completing unfinished or overdue bookkeeping
Reviewing existing records for accuracy and completeness
Reconciling bank, credit card, and other accounts
Identifying and correcting discrepancies
Reviewing transactions for proper classification
Cleaning up bookkeeping problems before they become larger issues
Establishing a more consistent bookkeeping process going forward
Prepare for Tax Time With Confidence
Messy or incomplete bookkeeping can create unnecessary problems when it’s time to prepare your taxes. That’s why we focus on identifying potential bookkeeping issues before they become tax-preparation problems.
Accurate, organized financial records can make the tax process smoother and give you greater confidence that your financial information is complete, consistent, and properly maintained.
Whether You’re Behind or Starting Over
Maybe you’re starting a business and need your books set up properly from the beginning.
Maybe you’re several months—or more—behind and don’t know where to start.
Or maybe your books are being maintained, but you want an experienced professional to review them and make sure everything is in order.
Whatever the situation, we can help determine what needs to be done and create a practical plan to get your books organized.
Our goal is simple: give you clear, organized financial records that are easier to understand and maintain.
Once your books are caught up and reviewed, you can move forward with greater confidence instead of continually worrying about unfinished bookkeeping.
Flat-Rate Project Pricing
We are a U.S.-based bookkeeping business offering flat-rate pricing based on your individual needs and the condition of your records.
Every bookkeeping cleanup project is different. Pricing is determined by the volume, condition, and complexity of the records and the amount of work required to bring your books up to date.
Let’s take the uncertainty out of your bookkeeping and get your financial records back on track.