I specialize in bookkeeping, accounting, payroll, and tax preparation solutions to improve the financial reporting, profitability and cash flow of your freelance operation or small business. I offer weekly, bi-weekly, monthly and quarterly bookkeeping packages to suit your unique needs now and into the future. As your business grows and expands, your needs will also change, and I’ll change with you.
I can do your bookkeeping on-site at your office (Seattle area only), or remotely through my virtual assistance software program. According to the volume of work to be completed, and how timely your internal records need to be, I can perform regular A/P and A/R tasks each week; or you can take care of receiving payments and paying bills throughout the month, and at the end of the month I can do what’s called “writeup services” — basically entering all of that month’s transactions into your accounting system and reconciling the books in one fell swoop.
Always a Perfect Fit
I’ll create a custom bookkeeping package especially for you, with any combination of bookkeeping services including Accounts Payable, Accounts Receivable, Payroll Setup & Processing, Financial Reporting, QuickBooks Bookkeeping Software installation and setup, QuickBooks training, troubleshooting, and on-going maintenance. As your bookkeeping needs change, I’ll adapt your service plan to match.
The initial setup of your accounting system is perhaps the most important step of the process. This goes well beyond simply installing an out-of-the-box software package. Having your accounting system properly designed and implemented from the start ensures that you will be able to extract the timely, accurate, and useful information that is vital to the success of your business.
I will also make sure that your accounting system not only serves your needs now, but well in to the future as your business grows and expands.
Accounting vs. Bookkeeping
Though the tasks can be assigned to the same person, accounting is more of an analytical process than bookkeeping, which is purely mathematical.
The accounting process begins with designing a system that will capture the company’s financial information in a useful manner without being overly burdensome to the bookkeeper.
The accountant then monitors the system to ensure that it’s yielding the desired information accurately and efficiently.
Finally, the accountant compiles the information on a monthly or quarterly basis, analyzes the information, prepares various reports called financial statements, and presents the financial statements to the business management so that crucial financial decisions can be made.
Always a perfect fit
I’ll create a custom accounting package especially for you, with any combination of accounting services including setting up your Chart of Accounts, managing your Fixed Assets, monthly/quarterly Business Tax Preparation & Filing, Payroll Setup & Processing, Financial Reporting, Internal Auditing, Job Costing, QuickBooks Accounting Software installation and setup, QuickBooks training, troubleshooting, and on-going maintenance. As your accounting needs change, I’ll adapt your service plan to match.
Whether you choose outsourced or in-house, I will set up and manage your company’s employee salaries, wages, bonuses, net pay, and deductions; prepare and file payroll taxes (Federal income tax withholding, Social Security, Medicare, Federal Unemployment tax, State and Local taxes); issue the actual payroll checks or electronic payments to your employees; and maintain all payroll records including benefit deductions, sick leave and vacation pay, 401(k) and pension contributions, and other nontaxable wages.
According to the volume and complexity of work to be completed, I can take full ownership and process your payroll for you each pay period; or you can take care of the payroll processing and I’ll handle all the quarterly payroll tax preparation and filing, as well as year-end tasks like issuing Forms W-2 for employees and Forms 1099 for independent contractors.
Always a perfect fit
I’ll build a custom payroll package especially for you, either in-house or outsourced, with any combination of payroll services including Payroll Setup & Processing, quarterly Payroll Tax Preparation & Filing, QuickBooks Payroll Software installation and setup, QuickBooks training, troubleshooting, and on-going maintenance. As your payroll needs change, I’ll adapt your service plan to match.
Income Tax Preparation
I also offer Federal Income Tax preparation services for both individuals and small businesses. In addition to preparing and e-filing your current year’s tax return, I can submit your request for extension, file prior years’ tax returns, and amend a previously filed return. I also offer State Income Tax preparation services where applicable.
Whether you’re an individual filing Form 1040EZ, 1040 or 1040A; a Sole Proprietor filing a Schedule C; or a small business filing Form 1065, 1120 or 1120S, I’ll complete your tax return in a timely and efficient manner, while ensuring you the lowest tax bill (i.e. the biggest tax refund) you are entitled to.
Most people only think about their taxes when it’s time to pay up, but planning ahead can save you undue stress and anxiety, as well as a considerable amount of cash. I will assess your current tax situation, take a look at last year’s tax return, and project forward to the end of the current year to give you an idea of where you stand.
I’ll then offer ideas, tips and strategies to decrease your tax liability, increase your tax refund, and take advantage of all the special tax breaks and benefits that you qualify for.
Let’s Get Started!
Contact me to discuss your business’ bookkeeping, accounting, and tax preparation needs, and how I can help.