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.

If you are in New York, we might work together in person (if you wish) and many of my clients are more far-flung and we work efficiently together using mail, email and Quickbooks online.misc ben franklin

My services may include:

  • Invoicing
  • 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.



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