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

Get in touch today to discuss how I can provide tailored solutions to drive your business forward. I am ready to assist with any inquiries and ensure your accounting needs are met with precision.