Services

Initial meeting-virtual or in-person (sandhills region of NC) to assess your business needs. 

Monthly bookkeeping service package billable at $65 per hour completed by a Certified Quickbooks Pro Advisor.

• Chart of Accounts customized to your business
• Monthly categorizing of all transactions
• Monthly reconciliation of all financial accounts
• Monthly Profit & Loss Report
• Monthly Balance Sheet Report
• Audit and clean up financial errors 

The quarterly financial review includes a financial audit of your books, preparing balance sheets, and profit and loss reports. Ensuring the State and federal taxes have been filed and paid. 

Quickbooks training can be completed in person or virtually. As a certified Quickbooks Pro Advisor, I specialize in training clients how to use their Quickbooks files to benefit their specific industry.  I have taught at several college campuses, most recently Sandhills Community College as the Quickbooks instructor.