Services

How I Help You

Bookkeeping Services

Outsourced Bookkeeping

On a normal month-to-month basis, I will provide you with the following standard services:

  • Tracking financial transactions
  • Reconciling bank accounts
  • Recording month-end journal entries, and closing the books.

Financial Statements

In addition to standard bookkeeping, I will also provide you with monthly financial statements in a monthly business results (MBR) package along with a one-on-one video call to discuss your results and provide financial insights. 

Clean-Up Services

One-Time Accounting Software Set-Up

Together we will set-up your books using Quickbooks Online. This is an easy and convenient way to view your business’ performance

Catch-Up

If you haven’t had the time to reconcile your books, I will work through reconciling past months to catch you up-to-date.

Historical Clean-Up

Let’s face it, the books can get away from us. I will work to fix and clean-up previous months to make sure you are seeing reliable and accurate data on your business’s finances.

Optional Add-Ons

Additional Advisory Services

Sometimes you need more than just the bookkeeping services I noted above, and I’m here to make your life easier. I can also offer additional consulting time (if needed), monthly budgeting, and monthly key performance indicators (KPI) establishment.

Additional Accounting Services

If you’re looking more for management of your accounts receivable (invoicing), and accounts payable (bill pay), I can accommodate.

Payroll

While I don’t offer payroll services, I have partnered with ADP to present you with a full package.

Business Valuation

Maximize your operations and grow your business by calculating your business’ value.

Custom Spreadsheet Templates

I can create custom spreadsheets to meet your needs. These can include

  • Macro-enabled sheets
  • Forms
  • Repetitive Inputs
  • Etc.

I am proud to join other professionals to offer a variety of services. Please have a look to see what other services can be utilized in the Naperville area.