An engagement with me always begins with an in-depth conversation to understand your needs and to make sure I am the right person to help you. I also like to check in with client’s accountants early in the process to make sure we are on the same page.
Then I put together a custom package of services that will meet your needs.
My services may include:
- Monthly bill-paying
- Monthly financial statements (p&l, balance sheet)
- Bank statement reconciliation
- Credit card processing, analysis and reconciliation
- Preparation for annual and quarterly tax statements
- Quarterly payroll reports
- W-2′s and 1099 forms
All of the services begin with that first conversation. Give me a call.