Bookkeeping Services

Recently, I had the opportunity to help an elderly gentleman organize his estate. When I first met him, I walked into a room filled with paper. My client saved every scrap of paper he ever got in the mail. knee deep piles of paper all over the room. Inside of the mail solicitations, and Insurance offers, were bank statements and other important documents. We were able to get all of his Estate organized very quickly, which allowed the legal process to go much more smoothly. 

Another example of the work we do: For another client, they wanted to implement the quickbooks program into their business, but were not sure where to start. They were still running their business with checkbook ledgers. Withing a relatively short period of time, we helped the business complete the transition into Quickbooks. Once the transition was complete, we set up a monthly maintenance visit to keep the program current. Through the Quickbooks reports, the client is able to view reports in real time. This feature has helped with their decision making through the year, and saved them countless dollars of wasted time.