Accounting & Bookkeeping
Services for accounting include:
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Set up accounting applications and/or software, including
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General Ledger
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Chart of accounts (optimized for tax time)
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Bank accounts
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Credit card accounts
Catch up of past transactions and account reconciliations
Ongoing transaction input
Monthly accounting review via Zoom
Development of real-time dashboards
Annual financial review
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I have experience with multiple business types and software. Some ERP solutions I have worked with include:
QuickBooks Online
QuickBooks Desktop
Bill.com
Tallie
Expensify
Xero
Concur
Freshbooks
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In addition, I have expert level experience with:
Office 365, including Excel, Forms, Access, Teams, Outlook, OneNote
Google Sheets
Google forms
Airtable
Woodpecker
DocuSign
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I can use many different tools to help give you access to your financial performance in real time. In many cases, I can set up your accounting system so that I can work on the majority your financials remotely. In some cases, I may be able to offer substantial savings on apps like QuickBooks and Bill.com.
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Process Automation
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Using the latest in integration software applications, we can help you maximize workflows in your accounting processes. Examples include
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Integrate your bookkeeping application with your bill paying application (eg QuickBooks connect with Bill.com)
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Generate an email to specific people when a payment is received, new client is created, or new project is booked
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Create KPI dashboards that update in real time (+/- 15 min)
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Workflow implementation
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Process and control evaluation
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Consulting, Coaching, and Training
Whether you need help discovering what application is best for you, training for you or your staff, or just someone to help you achieve your business goals, I can help!
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Process improvement consulting - can you do what you do easier or more efficiently?
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Onsite or remote training. Help your employees stay up to date or learn some of the latest techniques.
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Goals and accountability. You know what you need to do, but maybe need a little push?
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Help choosing the right blend of software to keep you working on your business, not in your business!