Services
Bookkeeping Services include:
After the Fact Bookkeeping, which is:
- monthly reconciliation of bank and credit card accounts
- monthly reports
- revenue reporting
- custom financial
- reporting profit & loss reporting
Services and pricing are customized to your business.
No two businesses are the same and your bookkeeping should reflect that.
Services and pricing are customized to your business.
No two businesses are the same and your bookkeeping should reflect that.
If your business may only need what I offer on a quarterly basis
These include but are not limited to:
- Services for those on a low budget who need compliance bookkeeping only for tax purposes
- Bookkeeping is done on a quarterly basis
- Reconciling of Transactions and Accounts
- 2 Monthly Reports (Balance Sheet, P&L)
If your business is to the point you need to keep updated on a more regular basis you may want to consider these items.
- A Step above tax compliance only for those who want to implement some strategies to save on taxes
- Bookkeeping is done on a monthly basis
- Reconciling of Transactions and Accounts
- 2 Monthly Reports (Balance Sheet, P&L)
- Unlimited Email Support
- Payroll Entries through Gusto
Training can include the following based on the needs of the business:
- Entering and managing accounts payable
- Entering and managing accounts receivable
- Maintaining the general ledger
- Tracking vehicle mileage
- Overseeing payroll – this is handled by Gusto which fully incorporates with QuickBooks Online
- Accounting reports
- Paying suppliers and following up on purchase orders
- Monitoring petty cash
Light Housekeeping – who doesn’t need a little help now and then?
If you have eased your way into using QuickBooks and learning to utilize the software to your advantage, you may find that your records could use a little “housekeeping”…
Let me assist you with my “clean up” service where I simply help you to organize and clean up your bookkeeping system for maximum efficiency.
I can help you customize reports, tie up stray pieces, and get you on your way.
F.A.Q.
Please refer to the list of frequently asked questions below.
Don’t see the question you have? Visit the contact page to send me a message.
After the Fact Bookkeeping includes:
- Reconciling bank and credit cards each month
- Record and account for income and expenses
- Verifying deposits, checks, payroll checks
- Preparation of required reports: Payroll and Financial statements each month
- Client handles the day to day operations of data entry of accounts payable, accounts receivable, purchase orders and payments.
My firm operates in the Eastern Time Zone, subject to daylight savings time adjustments.
I am online and in the office Monday, Tuesday and Wednesday from 9:00 am to 2:00 pm and Thursdays from 9:00 am to noon. Fridays by appointment only.
Email responses are within 24 hours or the following business day if received on the weekend.
I am available by phone or Zoom via the scheduler J-Glyn Services | Facebook (subject to billable hourly rate).
I do not answer questions via text message or instant messenger. Please send an email or use the scheduler to book an appointment.