OR

ORGANIZATION

• Is disorganization hindering your ability to seek leads and potential clients for your business? Are you struggling to maintain organization with your board meeting, personal, student, or business notes?
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• I have discovered the perfect tool that has greatly aided me and can do the same for you. 

• Are you seeking assistance with reconciling your bank and credit card statements? Achieving proper reconciliation not only provides peace of mind but also ensures your financial statements accurately reflect your financial position. Did you know that when applying for a business loan, banks scrutinize financial documents like the balance sheet and income statement? Your company's financial health is thoroughly examined before any investment is made. Allow us to support you in this process.

• Wondering where to find the accounting software that suits your needs? Look no further. Consider exploring QuickBooks Online if you haven't already. Simply click on the link provided to the right to explore the available plans.
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• QuickBooks streamlines your financial management, offering a centralized platform for organizing your business finances and accessing real-time insights into your business performance. Whether you're initiating your business journey and need to send your inaugural invoice or you're an established enterprise seeking deeper insights for expansion, QuickBooks provides the necessary tools to foster your business growth.
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• Product Description: QuickBooks simplifies money management for small and medium-sized businesses, offering a centralized platform to access real-time insights into your business's performance. With QuickBooks, you can effortlessly track finances, send invoices, manage bills, run reports, and accomplish much more.
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• On average, users save over 51 hours per month by utilizing QuickBooks. Additionally, 90% of customers experience time savings by linking their bank or credit card accounts to QuickBooks.
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• QuickBooks Online Payroll caters to the needs of small to midsize businesses across various sectors, including accountants, financial experts, nonprofits, construction companies, and restaurants. Choose from three comprehensive QuickBooks Payroll plans—Core, Premium, and Elite.
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• With Core, effortlessly pay your team while having your payroll taxes managed for you. Opt for Premium to not only manage your team but also access HR services and employee benefits. Elevate your payroll experience with Elite, granting you access to on-demand experts who simplify payday processes and safeguard your priorities.

• As entrepreneurs, it's essential to maintain a teachable mindset and embrace learning opportunities without intimidation. By sharing your challenges with us, we can customize our services to precisely meet your needs. Let us assist you in finding solutions tailored to your requirements.

THE ULTIMATE OUTCOME IS

PEACE OF MIND

YOU WILL HAVE THE FOLLOWING:

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• Source document management
• Data entry, data filing, monthly invoicing to account customers, monthly statement emails to customers and/or clients.  Annual reports for specific time periods.
• Financial reports (monthly, quarterly, annually)
• Balance sheet
• Income statement
• Customer transactions reports
• Job by customer/client reports
• Customer/client by job reports
• Financial analysis reports with charts
• Accounts payables
• Accounts receivables
• Reconciliation
• Bank financial statements
• Credit card statements
• Chart of accounts
• Review for accuracy
• Adjustment
• Payroll management
• Outsourced
• Referrals
• Investing (bitcoins, altcoins & stocks)
• Crypto exchange
• Coinbase - *click on link above
• Bitcoin storage
• Ledger (cold storage) - * click on link above
• Business loans
• Lendio
• BlueVine
• Stocks
• Stash - *click on link above

• QuickBooks Desktop & Online (QBOA)
• Clean-up
• Uncleared transactions
• Checks without bills
• Open balances review
• Set-up
• Bank Sync
• Training
• Sales tax set-up
• New customer/client set-up
• New vendor set-up
• Historical transactions entry
• Tailor Serviced to meet your need
• Workers Comp audit document preparation
• General Liability audit document preparation
• Auto Insurance audit document preparation
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Interested in investing in cryptocurrency?

• There are more than 20,000 cryptocurrencies circulating in the market.
• Bitcoin stands as the flagship cryptocurrency, with all others classified as altcoins, denoting alternatives to Bitcoin.
• Are there specific coins you're considering for investment? Timing the market, whether during bear or bull cycles, is unpredictable. Hence, understanding your investment is crucial.
• Coinbase, an excellent exchange platform, simplifies cryptocurrency basics. Begin your investment journey by clicking on the Coinbase button located to your right.

Are you looking to invest in stocks? 

• Short-term or long-term? Your realized gains are influenced by the timing of profit withdrawals. Click on Stash to your right to gain insight into the fundamentals.
  

Do you need a small business loan? 

• Investors and creditors rely on financial information when considering providing capital to businesses such as Target, Apple, Google, Walmart, and yours. This data aids in forecasting future risks and potential returns on their investments or loans. While we are not financial advisers, lending institutions typically require these documents. Our aim is to ensure you have the necessary financial documents readily available, and we're here to help you achieve that goal.
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• Whether you're a public or private company, profit orientation guides your decisions, doesn't it? Well, it should. Access to valuable financial reports empowers critical thinking and facilitates sound decision-making.    

VIRTUAL BOOKKEEPING

• All services are conducted through cloud-based technology, utilizing platforms such as QuickBooks Online, Remote PC, or other forms of hosted virtual desktops.