Services
Accounts Receivable:
Invoicing and AIA billing
Collections follow up
Accounts Payable
Entering bills into your accounting software
Processing bill payments
Expense tracking and receipt management
Payroll Processing
Account reconciliations (bank, credit card, and loan)
Monthly Report Preparation:
Budgeting
Financial Analysis
KPI reporting
Job costing
Special projects
Consulting on process improvements
Preparing your books and submitting documents to your CPA at tax time
Historical bookkeeping cleanup
Chart of accounts revamp
One-time QBO setup (if you don’t have an accounting system currently or want to make the switch)
Software
QuickBooks Online
QuickBooks Desktop
ServiceTitan
Foundation
SAP Concur Expense
Certify Expense
Monday.com
Gusto
Rippling
Excel
+ Anything you want me to learn