About
Year round services. Consulting for new accounting programs and new features that will save time on automated transactions and reconciling with bank statements downloaded. I always love to help companies create more efficient data entry to the correct chart of accounts and reconcile on time so that reports are efficient. I have been setting up new clients books and chart of accounts and creating procedures for their staff to make it easier for me at the end of the year.
I enjoy helping individuals and especially small businesses stay in compliance and love to create their books, maintain and train their new employees to keep them efficient.
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Frequently asked questions
What is your typical process for working with a new customer?
My process with a new customer is to find out what type of business they have. What their goals are for the future of the business. Most definitely which accounting program they are using. I always like to find out if they are already in compliance with bookkeeping, sales tax, tax returns, etc.
What education and/or training do you have that relates to your work?
I have my Bachelors degree in Business Management and focused on Accounting degree. I have been working in the accounting field for 20 years. I am a certified tax preparer and have ran my business for 10 years. I love to help set up new clients books charts of accounts, inventory, customers, vendors, reconcile their accounts and teach them to keep track of all expenses and any assets they acquire.