Virtual Bookkeeping
- Post Bills and Invoices
- Prepare and track Accounts Receivable
- Post Sales Transactions
- Pay Bills
- Track and Pay Monthly Sales Tax
- Reconcile Bank and Credit Card Accounts
- Prepare accurate and timely Financial Reports
Clean Up
Are you a little behind on your books? It’s okay. We’ve all been there. I can get your books up-to-date and ready to submit to your Tax Preparer by sorting through and entering all transactions for unreconciled periods, creating improved, accurate, and up-to-date records, and ensuring your books are in compliance with GAAP (Generally Accepted Accounting Principles).
Conversation
- I hear you, and I am here for you! Through conversation and collaboration, we will create Objectives and Key Areas of Focus for your business.
- I promise to always keep you in the loop through frequent conversations to ensure business is heading in the right direction.
- I take your concerns seriously and promise to answer all communication swiftly and accurately.
- I will provide you a monthly review of your financial reports so you can get a clear picture of the health of your business.
Coaching
Are you ready to start your business (or have recently started) and don’t know what to do next? I love to lend a helping hand in getting you started by providing individualized coaching, including:
- Getting clear on your vision
- Developing your brand
- name, colors, logos, fonts, etc
- Setting up your company (tax id, company structure, business license, etc.)
Email caitlin@beewellbookkeeping.com to get started.
