JER Bookkeeping

JER Bookkeeping

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About

I have been a Certified Bookkeeper for about 15 years, which have included working for 2 CPA's. Currently work with a list of clients that I do Bookkeeping Services for as well as Tax Preparation. I can prepare monthly, weekly or daily bookkeeping tasks such as:

Bank account and credit card reconciliation, Accounts Payable and Accounts Reveivable, Etc...

I always strive to do my best to give you the best services that you need.

I enjoy doing my bookkeeping work to help the business owner with what they require for their day to day bookkeeping activities. Whether its a short project to a long-term relationship. I will help you get your books in order so that they can be handed over to the CPA for tax preparation purposes. Or if you have a small business or just an individual, I can also help you with the tax preparation services.


Highlights

1 employee
15 years in business
Serves San Antonio , TX

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Frequently asked questions

I will typically sit down with the potential client to see what services they will need from me.  And then I produce a plan on how I can help them with these services.

Cerified Bookkeeper. 15 years of experience of doing bookkeeping with multiple companies as well as working alongside 2 CPA's.  College credits for accounting courses and multiple continuing education classes.

Will discuss at the time of the first meeting.

Having worked for the Financial Institutions in the banking field, I wanted to pursue more on the Bookkeeping and Tax Preparation side.  I started working for a CPA and slowly freelanced my way to now owning my own bookkeeping business.

I have a diverse of clients that I presently and formerly worked for.  From small to medium size companies to working with clients who need help with their own personal bookkeeping.  

I would advice for them to look for someone they feel comfortable working with.  Interview them as well on how they perform their duties.

Would it beneficial for them or their company to hire someone within the company or outsource the duties that they are needing done.


Services offered

Individual Tax Preparation