Bookkeeping

Well-organized data

Well-organized financial data results in accurate tax returns.  Accurate tax returns reduces the chances of adverse scrutiny by the IRS.  Well-organized financial records also minimizes accounting and tax preparation fees charged by me or your local CPA.  To that end, I will create, maintain, or help you maintain a good financial record-keeping system for your business and/or household via spreadsheets, QuickBooks, or other accounting / bookkeeping software so that you will not be penalized for co-mingling personal and business data.  

I will also teach you how to interpret your financial reports so that you will be able to determine the health of your business or personal finances “at a glance”.
- BJ Gray

Take a test drive

Outsource a small-project to see if you like my work by requesting a FREE no obligation quote today.

• Account Set Up, Clean Up, & Maintenance (Excel Spreadsheets, QuickBooks, Other)
• Accounting System, Procedures, & Management Control (Recommendations & Training)
• Accounts Payable (Bill Payment & Expense Management)
• Accounts Receivable (Invoice Preparation, Billing, & Collections)
• Bank Account Reconciliations (Checkbook, Credit Card, PayPal, etc.)
• Budget Recommendations (Personal & Business)
• Business Financial Statement Reporting (P&L Statement, Balance Sheet, Cash Flow Statement)
• Data Entry (Daily, Weekly, Monthly, Quarterly, or Project Based Transactions)
• Data Backup
• Personal Financial Statement Preparation
• Shoebox Bookkeeping (Data & Receipts Organization)
• Special Reports (Customized, Graphical, etc.)