Need to streamline your bookkeeping?
-Top-Tier Financial Management
-Precision in Records & Compliance
-Proficient in QuickBooks
See how we can tidy your books
*Prepare Financial Reports: Clear and detailed reports for
better decision-making.
*Bank Reconciliation: Ensuring your bank statements match
your records.
*Credit Card Reconciliation: Keeping your credit card
transactions in check.
*GL Reconciliation: Balancing your general ledger for
accuracy.
*Invoice/Bill Processing: Efficiently managing your invoices
and bills.
*Manage Accounts Payable and Accounts Receivable: Keeping
track of what you owe and what’s owed to you.
*QBO Account Setup: Setting up your QuickBooks Online
account for optimal use.
*Chart of Accounts Setup: Organizing your accounts for easy
tracking.
*Adding Vendors/Customers: Streamlining your vendor and
customer lists.
*Transaction Mapping: Accurately categorizing all your
transactions.
*Bank/CC Statements Conversion from PDF to Excel:
Simplifying your statement management.
*Troubleshoot Discrepancies and Reconciling Errors: Cleaning
up and resolving financial inconsistencies.
*Payroll Processing: Ensuring timely and accurate payroll
management.
*Accounts Receivable/Accounts Payable Aging: Monitoring
outstanding receivables and payables.
*1099 Contractors: Managing contractor payments and
compliance.
*Adjusting Journal Entries: Fine-tuning entries for loans,
fixed asset depreciation, prepaid expenses (e.g., leases, insurances,
supplies), accrued expenses, deferred revenue, and other ad hoc adjustments
based on professional judgment
Accounting Softwares:
Quickbooks Online, Xero, SAP, Sage, MYOB, Zoho
3rd Party Apps:
Google Workspace, MS Office, Oracle, Amazon, Shopify,
Dubsado, Paypal, Wise, Yadi Breeze, Buildium, Appfolio, Bamboo Payroll, Gusto,
A2X,
Door Dash, Houzz
Banking Exposure:
American Express, Wells Fargo, Chase Bank, Banner Bank,
America First Credit Union, Bank of America, Bank of California, Home Depot,
Zions Bank, Pinnacle Bank, Citi Bank, Fleet Wex, Wise Bank, Paypal Bank
As you can see, I can get hit the ground running. But if you
have a fancy software you prefer, I'm very much tech-savvy. Throw it my way and
watch me master it in a flash!
If you're ready to "GO" and enhance your financial
records...
Send me a dm and fill me in...
When's a good time for you to jump on a discovery call?
*wink*
Talk soon!
Shana
“I have one of the best VAs I've had in a long time...she's been amazing”
Davonna Willis
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