Accounting & Bookkeeping
Services for accounting include:
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
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
In addition, I have expert level experience with:
Office 365, including Excel, Forms, Access, Teams, Outlook, OneNote
Google Sheets
Google forms
Airtable
Woodpecker
DocuSign
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.
Process Automation
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!