Offers online services
About
I have 30 plus years of experience in the accounting profession. I have always had a passion for the accounting field and all the challenge it can bring.
Accounting is my passion; I make accounting simple. I specialize in full-charged bookkeeping & tax returns with a personalized experience that I deliver with satisfaction year-round.
Providing services to many industries including the following: real estate, construction, health care, restaurants hospitality, interior
design and commercial real estate industries.
Specialties
Special tax situations
Rental property, Stocks or bonds, Disability, Military service, Foreign income
Employment status
Customer is self-employed, Customer is not self-employed
Filing status
Single, Married filing jointly, Married filing separately, Head of household, Widow(er) with dependent child
Photos and videos
Reviews
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L
Latrice
It was the best experience I’ve ever had getting my taxes completed. Theresa is the best!!
March 12, 2023
EK
Eileen K.
I have had nothing but an exceptional experience with Simply Bookkeeping And More LLC, in the time that we have been with them. Theresa does such a great job at keeping us up to date with all of our accounts and bookkeeping. They are always there to answer my questions in a courteous and friendly manner. I plan to continue to do business with Simply Bookkeeping And More LLC for many years to come
March 12, 2023
MF
Mamie F.
Great Professionalism
September 23, 2022
LT
L. T.
Very nice and easy to talk to. She was very knowledgeable in taxes and shared what was best for my two businesses.
September 19, 2022
JF
Jacquelyn F.
I really like my accountant Teresa. She is very detailed and knowledge about taxes. She helped me to correct my years of tax errors in the past and saved me ton of money.
September 17, 2022
DP
Desiree P.
Prompt service and very attentive to any questions and concerns
September 14, 2022
Frequently asked questions
What is your typical process for working with a new customer?
I normally set-up a phone consultaltion to find out the potential clients needs.
What education and/or training do you have that relates to your work?
EDUCATION
Southern New Hampshire University-BS Finance/Financial Planning (2018)
Ultimate Medical Academy-Medical Billing & Coding & Healthcare Science Associate Degree (2014)
Butler Business School - Bookkeeping Certification (1991)
Certified ProAdvisor in QuickBooks Online
COMPUTER SKILLS
QuickBooks, Word, Excel, PowerPoint, Peachtree, People Soft, Hyperion Accounting System, Solomon Accounting System, Great Plains Dynamics, Mas 90, MAS 200/500, SAP, Sage, Castel, Costpoint & Deltak, TaxSlayer Tax Software.
Do you have a standard pricing system for your services? If so, please share the details here.
Value Pricing, based on client individually for their person and small business needs.
How did you get started in this business?
I have always wanted to run my own freelancing business. Being brave, ambitious, having a 'can-do' attitude and the guts to be able to do it is all I needed when I decided to step out of faith, leave my job of seven years to start my own business. I have a wonderful sense satisfaction out of achieving something that many people would find too difficult.
I have always had a passion for the accounting field and all the challenge it can bring. There are always some invaluable lessons that come with every challenge. When you work for yourself, you'll learn so much from the people you come across; and the clients you work for. You'll also learn plenty by always striving to improve your own skills. When you freelance, you'll carry out work and manage projects from start to finish. With so much responsibility your confidence will soar.
Accounting is my passion; I make accounting simple. I specialize in full-charged bookkeeping & tax returns with a personalized experience that I deliver with satisfaction year-round.
What types of customers have you worked with?
I have 30 plus years of experience in the accounting profession. Providing services to many industries including the following: real estate, construction, health care, restaurants hospitality, interior design and commercial real estate industries.
Describe a recent event you are fond of.
I recently started another business, creating t-shirts and other items which I am now selling online.
What advice would you give a customer looking to hire a pro in your area of expertise?
The first thing to decide is whether you need to hire a bookkeeper full time or engage someone on a temporary or temporary-to-hire basis. Self-starters with solid communication, organizational and customer service skills. Technology expertise typically includes experience and proficiency with applications such as Microsoft Excel or QuickBooks.
A bookkeeper should be able to handle these essential bookkeeping tasks:
Reconciling bank statements
Processing payroll, accounts payable and accounts receivable
Posting and updating journal entries
Performing month-end closings
Tracking fixed assets and preparing depreciation schedules
Preparing the trial balance
Bookkeepers are expected to use their problem-solving abilities to resolve discrepancies, communication skills to produce easy-to-absorb reports and work well with other team members, and soft skills to work with vendors, suppliers and customers.
What questions should customers think through before talking to pros about their needs?
Tell me about your previous bookkeeping experience.
What were your primary responsibilities?
What kinds of financial reports did you prepare?
What types of accounting systems did you use?
Services offered
Business Tax Preparation
Individual Tax Preparation
Accounting
Hr And Payroll