In addition to providing bookkeeping services for small businesses, I work with private clients by offering personal business assistance. I have found these services are invaluable to people who may not have time for their own paperwork, find it difficult to keep up with their finances, or just want a second set of hands to help. By organizing and maintaining accurate financial records throughout the year for my clients I can easily compile the necessary documents for tax preparation by an accountant. The list below encapsulates only a fraction of the services I can provide, please contact me to see if working together would be a good fit for you.
- Provide personal business assistance to clients from organizing and keeping track of financial and medical insurance papers to assisting in check writing and bank account maintenance
- Maintain home payroll records for use in preparation of payroll tax reports
- Notary services
- Bill-pay, including calls to payees regarding incorrect bills and preparation of checks for clients to sign
- Balance checkbooks and maintain organization of bank records
- Prepare and deliver bank deposits
- Organize tax documents and other paperwork