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  • Weekly/monthly bookkeeping.

    • Customer invoicing.

      • Creating and sending invoices.​

      • Tracking and collecting on past due invoices.

      • Managing payment plans for invoices. 

    • Tracking and categorizing expenses.

    • Tracking and categorizing income.

    • Paying bills.

    • Running deposits to your bank.​

  • Processing payroll.

  • Monthly reconciling of bank accounts.

  • Monthly financial reports.

  • Developing budgets.

  • Annual financial reports.

  • QuickBooks cleanups.

  • Guardianship/Conservatorship accounting forms.

I'm fluent in QuickBooks desktop, QuickBooks Online, QuickBooks Payroll, Microsoft suite (Excel, Word, etc.), Community Church Builder, Subsplash, T-Values, The Loan Office, CC Assist, Thompson Reuters- Accounting CS, and Tithly. 

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