• Reconciliation of all bank accounts

• Reconciliation of all credit cards 

• Reconciliation of payroll accounts if needed

• Monthly report of unknown / uncategorized expenses needing information

• Monthly review of Profit and Loss Detail reports for consistency and accuracy

• Monthly email of reports as decided upon at the beginning of the engagement

• Monthly or Quarterly meetings based on clients needs

Accounts receivable is a critical component of your business's financial health. It represents the money owed to your company by customers or clients for goods or services provided on credit. At our firm, we specialize in efficiently managing your accounts receivable process, from invoicing and tracking payments to following up on outstanding balances. Our dedicated team ensures timely collection of receivables, improving your cash flow and reducing the risk of bad debts. With our expertise and attention to detail, we help you maintain strong customer relationships while optimizing your financial performance. Let us take care of your accounts receivable so you can focus on growing your business

Processing estimated tax payments is a vital aspect of maintaining your business's financial health and compliance. Our experienced team specializes in accurately managing your estimated tax payments to federal, state, and local tax authorities. We work closely with your CPA ensure that your estimated tax payments are timely and accurate. By staying proactive and organized, we help you avoid potential penalties and ensure smooth financial operations. Let us handle your estimated tax payments, so you can focus on what you do best – growing your busines

Accounts payable is a fundamental aspect of your business's financial management. It involves tracking and managing the money your business owes to suppliers, vendors, and creditors for goods and services received but not yet paid for. Our expert team specializes in efficiently handling your accounts payable needs, from invoice processing and payment scheduling to vendor management and expense reporting. With our meticulous attention to detail and commitment to accuracy, we ensure that your accounts payable process runs smoothly, allowing you to focus on growing your business. Let us take the hassle out of managing your accounts payable so you can focus on what you do best.

Handling North Carolina sales tax reports and payments is a crucial aspect of your business's financial compliance. Our experienced team specializes in accurately processing NC sales tax reports and ensuring timely payments to the appropriate authorities. We meticulously track your sales tax obligations, prepare detailed reports, and facilitate seamless payments to the North Carolina Department of Revenue. With our expertise and attention to detail, you can rest assured that your sales tax obligations are met efficiently and accurately, minimizing the risk of penalties or fines. Let us streamline your sales tax reporting and payment process, allowing you to focus on running and growing your business with confidence.

Do you need to restore order to your financial records?

Do you have months or even years of bank statements that need to be categorized and prepped for tax filing purposes?

Whether you're a small business or an individual in need of financial clarity, you can benefit from having your books streamlined and organized with precision. 

With a commitment to accuracy and efficiency, I handle the complexities of bookkeeping clean up, ensuring your financial data is reliable and compliant. Partner with me to regain control of your finances and pave the way for smoother operations and informed decision-making. Let me help you navigate through the maze of numbers, providing clarity and peace of mind for your financial records.