Our Services
What I Offer
Accurate Bookkeeping Perform with Trust.
I provide professional bookkeeping services throughout Eastern Oklahoma with precision, integrity, and a commitment to your success. From day-to-day bookkeeping to clear, accurate financial reporting, I keep your business organized, compliant, and positioned for growth. Let me handle the numbers so you can stay focused on what matters most—running and growing your business.
Monthly Bookkeeping
QuickBooks Set-up
Cleanups/Catchups
Payroll
Accounts Receivable
Invoicing
Invoicing
1099’s and W-9
Financial Reporting
1. Monthly Bookkeeping
Managing your finances can be a maze, but with my Monthly Bookkeeping service, I streamline your operations, enabling you to focus on growing your business. I meticulously record all financial transactions, ensuring your records are error-free and accurate. By leveraging my expertise in QuickBooks Online, you gain real-time access to your data for timely insights that empower your business growth.
Place your bookkeeping in the hands you trust and save countless hours each year on financial management. Prioritize your business's financial health today. Ready for a seamless bookkeeping experience? Contact me now for a free consultation and let’s enhance your financial clarity together.
I offer you:
Ongoing Transaction Recording: Accurately records and categorizes all your business transactions throughout the month for up-to-date financial clarity.
Monthly Financial Reconciliation: Reconciles your accounts each month to ensure your financial records match your bank and credit card statements.
Expense Categorization: Organizes and categorizes your business expenses to help you monitor spending and maximize deductions.
Bank Statement Review: Reviews and verifies your monthly bank statements to identify discrepancies and ensure accuracy.
Cash Flow Monitoring: Tracks your cash inflows and outflows to help you maintain healthy business finances and avoid shortfalls.
Monthly Financial Close: Completes your monthly books, generating accurate reports to give you a clear financial snapshot every month.
2. QuickBooks Set-Up
Setting up your financial software doesn't have to be daunting. With my QuickBooks Set-Up service, I ensure a smooth transition tailored to your business's unique needs. QuickBooks Online is aligned to provide you with a robust platform for managing your finances with accuracy and confidence. Thanks to seamless and secure integrations with other applications, you can maximize efficiency at every turn.
Starting on the right foot is crucial for effective financial management. Don't let setup complexities bog you down. Get in touch to schedule your personal QuickBooks Set-Up, and take control of your financial future with clarity and confidence.
I offer you:
QuickBooks Online Account Configuration: Professional setup of your QuickBooks Online account to ensure seamless and secure financial management from day one.
Chart of Accounts Customization: Tailored organization of your chart of accounts for accurate tracking of income, expenses, and profitability.
Integration With Banking and Payment Systems: Connect your bank and payment platforms to QuickBooks for effortless, automated transaction syncing.
User Access Setup: Set up and manage secure user access levels to protect sensitive financial information within QuickBooks.
Initial Data Import: Import your existing financial data into QuickBooks for a smooth transition and immediate access to your records.
Custom Report Setup: Create tailored financial reports in QuickBooks to provide insight into your business performance.
3. Cleanups/Catchups
Falling behind on financial record-keeping? Let my Clean Ups/Catch Ups service bring precision and order to your books. I methodically identify discrepancies, correct errors, and ensure your financial records comply with current standards, easing the stress of financial reviews.
I am here to help you tackle backlog challenges, assuring your financial peace of mind. Reach out to me for a comprehensive cleanup designed just for you, and let’s regain control over your finances with assured clarity.
I offer you:
Backlog Transaction Entry: Efficiently input and organize unrecorded transactions to bring your books up to date.
Error Correction and Adjustment: Identify and fix bookkeeping errors to ensure your financial records are accurate and reliable.
Prior Period Reconciliation: Reconcile previous months’ accounts to restore balance and accuracy in your financials.
Historical Data Organization: Sort and structure past financial data for easy access and clear reporting.
Suspense Account Resolution: Investigate and resolve suspense account balances for clean, transparent books.
Duplicate Transaction Removal: Detect and eliminate duplicate entries to prevent errors and improve financial accuracy.
4. Payroll
Handling payroll tasks is crucial for maintaining compliance and employee satisfaction. My Payroll service offers an efficient, accurate, and worry-free solution that ensures timely tax filings and salary calculations while staying updated with compliance changes that may affect your business. With my processes, rest easy knowing your payroll obligations are met with precision and accuracy.
Avoid the stress of payroll complexities so you can focus on nurturing your workforce and expanding your business. Contact me today and discover how my expertise can transform your payroll management into a streamlined, hassle-free experience.
I offer you:
Employee Payroll Processing: Accurately process employee payroll, ensuring timely and reliable wage payments for your team.
Payroll Tax Calculation: Calculate all federal, state, and local payroll taxes to ensure full compliance and accuracy.
Direct Deposit Setup: Set up secure direct deposit for employees, streamlining payroll delivery and efficiency.
Payroll Record Maintenance: Maintain organized and accurate payroll records for easy access and audit readiness.
5. Accounts Receivable/Payable
Managing cash flow is essential for any thriving business, and my Accounts Payable/Receivable service helps ensure your operations remain seamless by optimizing cash flow management. I implement personalized strategies that allow for timely payments while fostering solid relationships with suppliers and customers.
Why let invoicing challenges deter you from core business activities? Enhance your financial operations with my assistance. Connect with me today to see how you can maintain optimum balances and healthy business relationships effortlessly.
I offer you:
Vendor Invoice Processing: Accurately record and manage vendor invoices to ensure timely and organized payments.
Bill Payment Scheduling: Schedule and process bill payments to keep your accounts current and avoid late fees.
Customer Invoice Management: Create, send, and track customer invoices to streamline your billing and boost cash flow.
Payment Collection Coordination: Coordinate and follow up on customer payments to help you get paid faster and reduce outstanding balances.
Aging Report Monitoring: Monitor and analyze aging reports to identify overdue accounts and prioritize collections.
Credit Management: Assess and manage customer credit to minimize risk and maintain healthy cash flow.
6. Invoicing
Crafting invoices shouldn't be a headache. With my dedicated Invoicing service, I streamline your billing process to enhance both accuracy and efficiency. Each invoice is carefully prepared and dispatched promptly, ensuring that your cash flow remains steady. My use of the latest technology means you benefit from seamless integration into your existing systems, with real-time updates and tracking on payment statuses. This not only secures timely payments but also boosts the professionalism and credibility of your business in the eyes of your clients.
Shift your focus back to business growth, leaving the intricacies of invoicing in capable hands. I'm here to elevate your billing strategy to new heights. Why wait? Contact me for a complimentary consultation and discover how my invoicing solutions can be custom-fitted to your business needs today.
I offer you:
Invoice Creation and Delivery: Professional creation and prompt delivery of accurate invoices to your clients for faster payments.
Recurring Invoice Setup: Automated setup of recurring invoices to streamline your billing and ensure timely payments.
Payment Reminder Management: Automated sending and tracking of payment reminders to help reduce late payments and improve cash flow.
Invoice Dispute Resolution: Handling and resolving invoice disputes professionally to protect your client relationships and revenue.
Sales Tax Calculation: Accurate calculation and application of sales tax on invoices to ensure compliance and accuracy.
Invoice Template Customization: Personalized invoice template design to match your brand and business needs.
7. Reconciliations
Accuracy is at the heart of solid financial management, and my Reconciliation service is designed to achieve just that. By diligently matching your accounting records with bank statements, I ensure every transaction is accounted for, giving you confidence in your financial standing. My process quickly identifies and resolves any discrepancies, maintaining the integrity and accuracy of your financial data.
Say goodbye to financial guesswork and enjoy peace of mind with impeccable record-keeping. I am ready to deliver clarity and precision to your financial management. Reach out now for expert reconciliation services and take control of your financial narratives.
I offer you:
Monthly Bank Account Reconciliation: Accurately matches your bank statements to your bookkeeping records each month to ensure error-free financials.
Credit Card Statement Reconciliation: Reviews and reconciles your credit card statements to maintain up-to-date and precise expense tracking.
Loan Account Reconciliation: Verifies loan balances and payments against your records for complete and accurate loan management.
Discrepancy Investigation: Identifies, researches, and resolves inconsistencies found during the reconciliation process.
Reconciliation Reporting: Provides detailed reports summarizing reconciliation results and highlighting any issues for your review.
Adjustment Entry: Prepares and records necessary adjustments to correct discrepancies discovered during reconciliations.
8. 1099’s and W-9
Simplifying tax document management, my 1099s and W9s service is designed to alleviate the stress of compliance. Taking control of the entire process, I gather the necessary forms, prepare reports, and ensure everything aligns perfectly with IRS regulations. You can rest easy knowing that your business won't face penalties from misfiling or delays, thanks to my meticulous attention to detail and compliance assurance.
Embrace hassle-free tax seasons with my expert handling of your 1099s and W9s. Don't let tax preparation become a stressor—get in touch now to experience seamless and compliant solutions that cater specifically to your business needs.
I offer you:
1099 and W9 Preparation: I gather and organize all necessary vendor information to ensure accurate and compliant 1099 reporting.
1099 Form Preparation and Filing: Complete preparation and electronic filing of 1099 forms with the IRS for your vendors.
W9 Form Management: Efficiently request, collect, and manage W9 forms from your vendors to keep your records up to date.
Vendor Tax ID Verification: Verification of vendor tax identification numbers (TINs) to reduce the risk of IRS mismatches and penalties.
Year-End Reporting: Preparation of comprehensive year-end financial reports for tax season and business planning.
9. Financial Reporting and Analysis
Informed decisions are rooted in reliable data, and my Financial Reporting and Analysis service provides the insights you need to steer your business. With comprehensive reports detailing profitability, trends, and strategic guidance, I help you refine your business strategies effortlessly. The integration of QuickBooks Online technology means you always have real-time access to actionable financial intelligence.
Step into strategic leadership with clear, precise reporting that pushes your business toward financial success. Allow me to show the potential of insights tailored to your needs. Call me for a complimentary evaluation and discover the value of targeted financial analysis.
I offer you:
Profit and Loss Statement Preparation: Professional preparation of detailed profit and loss statements to provide clear insight into your business income and expenses.
Balance Sheet Reporting: Accurate creation of balance sheets that summarize your business’s assets, liabilities, and equity for informed decision-making.
Cash Flow Analysis: In-depth analysis of your cash inflows and outflows to help optimize liquidity and ensure smooth business operations.
Budget vs. Actual Reporting: Comprehensive comparison of your budgeted figures against actual results to track performance and identify variances.
Financial Ratio Analysis: Evaluation of key financial ratios to assess your company’s profitability, liquidity, and overall financial health.
Custom Financial Reports: Tailored financial reports designed to meet your specific business needs and provide actionable insights.
Get in Touch with Me Today
Have a specific question? Drop us a message, and we’ll get back to you promptly with the insights and guidance you need.
Contact Me
We’re committed to empowering your business with expert accounting, insightful financial consulting, and personalized support. Partnering with industry leaders, leveraging best practices, and embracing innovative technologies, we ensure your financial health is strong and compliant.
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