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I will do bookkeeping, quickbooks cleanup, and bank reconciliation
Notary, Tax Associate, Bookkeeper
I am a detail-oriented Tax Associate and Bookkeeper with over 4 years of experience in federal and state tax compliance. I specialize in maintaining firm books using Excel and QuickBooks, managing acc...
Informazioni su questo servizio
Need accurate, organized books without the stress? I provide reliable bookkeeping services for small businesses using QuickBooks Online, Xero, and Excel.
I can help you keep your financial records clean, reconciled, and ready for better business decisions.
My bookkeeping services include:
Transaction categorization
Bank and credit card reconciliation
Accounts payable bookkeeping
Bookkeeping cleanup and catch-up
Profit & Loss and Balance Sheet preparation
Monthly bookkeeping and financial reporting
Review of discrepancies and uncategorized transactions
Industries I specialize in:
Construction & contractors
Real estate
Architecture & design
Other small businesses
I bring professional experience in construction project administration and accounting, where accuracy, reconciliations, Excel, financial documentation, and attention to detail are essential. I am also completing graduate studies in Professional Accounting and Business Administration.
Your financial information will be handled professionally and confidentially.
Please message me before ordering if you need cleanup/catch-up bookkeeping or have multiple months, entities, or complex transactions.
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FAQ
1. What bookkeeping services do I provide?
I provide transaction categorization, bank and credit card reconciliation, accounts payable bookkeeping, bookkeeping cleanup and catch-up, monthly bookkeeping, and financial statement preparation depending on the package selected.
2. What bookkeeping software do I work with?
I work with QuickBooks Online, Xero, and Excel-based bookkeeping records. Please message me before ordering if you use another accounting platform so I can confirm compatibility.
3. What information do I need to start my bookkeeping?
I may need your bank and credit card statements, transaction reports, chart of accounts, prior financial statements, and access to your bookkeeping software. The exact requirements depend on the service you purchase. Please never send passwords through messages.
4. Can I clean up or catch up overdue bookkeeping?
Yes. I can assist with bookkeeping cleanup and catch-up work. Because every cleanup project is different, please message me before ordering with the number of months, approximate transaction volume, and number of bank or credit card accounts so I can recommend the appropriate scope.
5. Do I specialize in construction and real estate bookkeeping?
Yes. I especially welcome construction, contractor, real estate, architecture, and design businesses. My professional background in construction project administration and contract controls gives me familiarity with project expenses, vendor documentation, contracts, and detailed financial records.
6. Will I prepare financial statements?
Financial statement preparation is included where specified in the selected package. Depending on the scope and records provided, deliverables may include a Profit & Loss Statement and Balance Sheet. Please review your package details before ordering.
7. Is your financial information kept confidential?
Yes. I treat client financial records and business information as confidential and use them only as necessary to complete the agreed bookkeeping services.
