QuickBooks Online, QuickBooks Desktop or QuickBooks for Mac
Customized initial set up and support
Problem solving and clean up of current data file
QuickBooks training (on-site, telephone or email)
Bookkeeping
Accounts payable: expense tracking, bill payments, reimbursements
Accounts receivable: invoicing, collections
Outsourced payroll processing
Human resource management: employee benefits oversight – insurance, 401(K), commuter benefits, vacation and sick pay
Bank and credit card reconciliation
Monthly, quarterly, yearly financial statements
Sales tax submissions
Compliance reporting – SF payroll tax, business property statement (571-L) HSCO, worker’s comp
Coordination and communication with CPA for tax prep
Year end tasks: 1099/1096
Filing system organization and maintenance
Rates - dependent on scale of work
Onsite visit: 1 hour minimum for bookkeeping, meetings
Remote work: based on quarter hours, no minimum for bookkeeping, emails & calls
Quickbooks Desktop and Quickbooks Online, Heartland Payroll, ADP RUN, Gusto, ArchiOffice, CORE, SpringAhead, Harvest, Mavenlink, Zenefits, Word, Excel, Mac and PC
H&R Block, San Francisco, CA, Income Tax Course, Fall 2002.
UC Berkeley,Berkeley, CA, Introduction to Accounting, Spring 1995.
University of Vermont, Burlington, VT, B.A. in Psychology, May 1993.