I worked for a wonderful family-owned Accounting & Tax firm that specialized in small business accounting for 14 years, working with over 200 small businesses. My work spanned the gamut, from collecting monthly accounting data to sending out finished reports and everything in between. This gave me a foundation of what an ethical, hard-working, & confidential bookkeeping business looks like. When the owner retired I seized the opportunity to create my own work environment with similar ethics & positive outlook.
Some of my Specialties
Organizing financial data - bank statements, receipts, miscellaneous data records.
I take jumbled piles of receipts, register tapes and other papers and turn them into understandable and helpful reports.
Producing Monthly and Yearly Financial Reports.
Preparing and Filing Sales Tax - including quarterly reports.
After-the-Fact Payroll reports.
Using approachable language to explain technical Accounting concepts.
Resolving Conflicts with both employees and clients in regard to bookkeeping issues.
Contacting government agencies to resolve bookkeeping issues.
I know who to talk to, what information they need, and how to get around the system.
