Stay organized and profitable in your small business, with bookkeeping that will get you essential insights, streamline tasks, save time, and enhance earnings
Bookkeeping Services
QuickBooks Set-Up & Training
Quick n Ez Bookkeeping offers a wide range of services tailored to meet the specific needs of businesses starting their QuickBooks journey. These offerings include:
Comprehensive QuickBooks setup: I assist my clients in setting up QuickBooks according to their unique business requirements, ensuring a smooth transition and accurate financial data integration.
Customized QuickBooks training: I can provide one on one personalized training sessions covering all aspects of QuickBooks, empowering clients to efficiently manage their books, generate reports, and make informed financial decisions.
Ongoing support and consultation: I offer continuous support and guidance to my clients, ensuring they are always equipped to handle any challenges or questions that may arise while utilizing QuickBooks.
Catchup or Cleanup
Quick n Ez Bookkeeping specializes in QuickBooks catchup and cleanup work for small businesses. My services include:
Catch-Up Bookkeeping:
I will ensure your financial records are up-to-date by accurately documenting past transactions. I'll meticulously review and reconcile all your accounts, ensuring accuracy and compliance. And I will organize and categorize your income, expenses, and other financial data, providing you with a clear overview of your business's financial position.
Cleanup Bookkeeping:
I will review your existing financial records and identify any errors, discrepancies, or inconsistencies. I'll rectify any mistakes and reconcile your accounts to ensure accuracy and clarity. Then I will collaborate with you to implement improved bookkeeping practices, preventing future issues and facilitating smoother operations.
Monthly Bookkeeping
Quick N Ez Bookkeeping's monthly bookkeeping services insures your books are accurate. This service includes:
QuickBooks Online Expertise: My specialty is QuickBooks Online. It is what I use to efficiently manage your business finances. I am proficient in maximizing the capabilities of this accounting software to ensure that your books are accurate and up-to-date.
Transaction Recording: I will handle the meticulous recording of your financial transactions, ensuring that every dollar is accounted for. From sales and expenses to payroll and tax transactions, I'll ensure your financial records are complete.
Bank Reconciliations: Each month I will reconcile all of your business bank accounts and credit cards, ensuring that nothing is missed and any discrepancies are promptly resolved.
Financial Reporting: I will provide in depth financial reporting, presenting you with meaningful and actionable insights into your business's financial performance. These reports will give you a clear and concise overview of your overall financial health.
Consulting Services
Support for New Businesses
Starting a small business is exciting—but it can also feel overwhelming. That’s where I come in. Whether you're still in the idea phase or have already taken the leap, I offer personalized consultations to help you lay a strong foundation for success. From choosing the right business structure to understanding what expenses to track, I’ll walk you through the key steps you need to take to get started the right way.
One of the first (and most important) decisions is choosing the right legal structure—like forming an LLC. I can help guide you through the process, ensuring you understand your options and take the proper steps for setup and compliance. We'll also talk about how to keep your finances organized from the start, with tools and systems tailored to your style and needs.
In addition to bookkeeping support, I offer basic guidance on website design and marketing strategy. Whether you need help creating a simple, professional website or brainstorming ways to get your business seen online and in your community, I’ll help you build a strong presence from the ground up. Starting a business is a big step—but you don’t have to do it alone. Let’s make your vision a reality, together.
It's time to get organized!
Let's get started!
Let's chat about how we can best work together!
Book your free
15-minute call today!
