Your Accounting and
Bookkeeping Professionals

Categorizing Expenses: Classifying and organizing expenses into relevant categories for accurate financial reporting and reviews.

Reconciling Bank Statements: Matching transactions in the bank statements with records in the accounting system to ensure accuracy.

Running Financial Statements: Generating Profit & Loss statements, Balance Sheets, and Product/Service Comparison spreadsheets to analyze financial performance.

Setting Up and Managing QuickBooks Online: Assisting with the setup and ongoing management of QuickBooks Online, a popular accounting software.

Reconciling Accounts Receivable: Ensuring that customer payments are accurately recorded and matching them with outstanding invoices.

Processing Accounts Payable: Managing and recording vendor invoices, ensuring timely payments, and maintaining accurate records.

Running Payroll: Handling payroll processing, including calculating wages, taxes, and deductions, and generating payroll reports.

Assisting with Write-Offs: Supporting businesses in calculating and recording appropriate write-offs for uncollectible debts or obsolete inventory.

Organizing Files: Creating and maintaining an organized system for financial documents, ensuring easy access and retrieval.

Transferring to Remote Systems: Facilitating the migration of financial data to remote or cloud-based systems, ensuring secure access and backups.

Providing Expertise in Bookkeeping: Offering comprehensive knowledge and guidance in both event planning and bookkeeping domains, ensuring effective strategies and best practices.

Assisting with Obtaining Suitable Software: Recommending and helping businesses acquire the appropriate software solutions for event planning, bookkeeping, and fundraising management.

Sharing Knowledge in Both Areas: Delivering valuable insights and expertise in bookkeeping and empowering businesses to make informed decisions and achieve success.

Training on All Aspects: Conducting training sessions and workshops to equip individuals and teams with the necessary skills and knowledge in bookkeeping