JER Bookkeeping
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
Specialties
Special tax situations
Employment status
Filing status
No reviews (yet)
Frequently asked questions
What is your typical process for working with a new customer?
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.
What education and/or training do you have that relates to your work?
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.
Do you have a standard pricing system for your services? If so, please share the details here.
Will discuss at the time of the first meeting.
How did you get started in this business?
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.
What types of customers have you worked with?
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.
What advice would you give a customer looking to hire a pro in your area of expertise?
I would advice for them to look for someone they feel comfortable working with. Interview them as well on how they perform their duties.
What questions should customers think through before talking to pros about their needs?
Would it beneficial for them or their company to hire someone within the company or outsource the duties that they are needing done.