Starting Your Financial Journey

Do you have a Small/Medium Business (Proprietorship, Partnership, LLC, etc.)? Is your business growing faster than you can track? You need a bookkeeper. Let me take your bookkeeping troubles off your hands so you can focus on what you do best - growing your business! I can customize our services to meet your financial needs. 

• Account Reconciliation: Ensure that all financial transactions are accurately recorded and reconcile bank statements with accounting records.

• Expense Tracking: Categorize and track business expenses to maintain a clear understanding of where money is being spent.

• Invoicing and Billing: Create and send invoices to clients, track payments, and manage accounts receivable.

• Payroll Processing: Calculate and process employee salaries, including deductions, taxes, and benefits.

• Financial Reporting: Generate regular financial statements (income statement, balance sheet, cash flow statement) to provide insights into the business's financial health.

• Software Setup: Assist in selecting and setting up accounting software to streamline bookkeeping processes. 
• Receipts and Document Organization:  Help organize and maintain a system for storing receipts and important financial documents. 

Using my financial knowledge I navigate your Freelance/Self-Employment journey with you. We know that starting your own business can be stressful and overwhelming but my bookkeeping services are here to help guide you while saving you capital. Financial Services Include:

• Income and Expense Tracking:
  Record and categorize all income and expenses related to the self-employed individual's business activities.

• Bank Reconciliation:
  Regularly reconcile business bank accounts to ensure accurate financial records and identify any discrepancies.

• Invoicing and Billing:
  Create and send professional invoices to clients, and track payments to maintain up-to-date accounts receivable.

• Receipts and Expense Management:
  Organize and manage receipts for business expenses, ensuring all eligible expenses are accounted for come tax time.

• Payroll Services (if applicable):
  If the self-employed individual has employees, assist with payroll processing, tax withholdings, and compliance.

• Mileage Tracking:
  Maintain a record of business-related mileage for those who use personal vehicles for work purposes, which can be deductible for tax purposes.

• Financial Reporting:
  Generate regular financial statements (profit and loss statement, balance sheet) to provide insights into the business's financial performance.

• Software Setup and Training:
  Assist in selecting and setting up accounting software suitable for the self-employed, providing training on how to efficiently use the chosen tools.