I am ready to help

 

 

 

 

over 20 years of bookkeeping experience to share with you

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small business and personal accounting services

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

 

 

Computer experience

Quickbooks Desktop and Quickbooks Online, Heartland Payroll,  ADP RUN, Gusto, ArchiOffice, CORE, SpringAhead, Harvest,  Mavenlink, Zenefits, Word, Excel, Mac and PC

 

education

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.