BOOKKEEPING SERVICES FOR INDIVIDUALS, SMALL & MEDIUM-SIZED BUSINESSES
OUR SERVICES
Bookkeeping
Bookkeeping involves the daily recording of your company's financial transactions into structured accounts. It can also encompass various recording methods that businesses might employ. Bookkeeping is important because it's an essential part of your accounting process.
Discovery Call & Consultation
A Discovery Call is a 30-minute private conversation with me conducted by phone or video (your preference). This meeting is an opportunity for me to learn of your immediate and long-term goals and what assistance you need from me. I will obtain information about your business, its overall financial health, and your day-to-day operations. At this time, I will answer any questions you may have regarding the process of achieving your goals and the fees associated with the services you will receive.
During our follow-up consultation, you will receive a curated package detailed with the fee amount(s) previously agreed upon during our Discovery Call and we will discuss the details of the roadmap to achieving your goals as well as any additional advice from me on how I may assist you in managing your finances more effectively moving forward.
A Certified ProAdvisor
Angela is an independent accounting professional who is certified by Intuit, the parent company of QuickBooks. As a ProAdvisor, I am an expert in the QuickBooks accounting /bookkeeping system. This knowledge allows me to help my clients with their finances in using QuickBooks software.
As a ProAdvisor I am a bookkeeping/accountant professional. I am not a CPA. This allows me to be more affordable for smaller to medium-sized business as an advisor/accountant. Because of my proficiency in QuickBooks, I am able to guide my clients on how to setup and use the QuickBooks system so that we can work together more efficiently.
Bank Reconciliation
A major value provided by Angela's Bookkeeping Services is bank reconciliation. This is an accounting process that compares your financial records to its bank statements to ensure that the two sets of records match. This process is also known as 'closing the books'.
Performing bank reconciliations helps me to identify and fix errors, omissions, and/or unauthorized transactions. Catching & detecting fraudulent activity and maintaining financial integrity safeguards your business's assets by ensuring that all transactions are properly recorded and accounted for. As I continually perform bank reconciliation, your accounts are always prepared for filing your taxes which allows your CPA to identify tax breaks for you.
Copper Tier
Document/record and categorize all transactions, perform monthly reconciliations for all accounts, generate financial reports as required, and issue 1099 forms for independent contractors.
Angela's Bookkeeping Services Offer...
Packages are Customizable
Gold Tier
Document/record and categorize all transactions, conduct monthly reconciliations for all accounts, perform necessary financial reports monthly, and issue 1099 forms for independent contractors. *Additionally, your accounts payable or payroll, including the distribution of W-2s are managed as well, based on your preference.
Platinum Tier
Record and categorize all transactions, conduct monthly reconciliations for all accounts, and generate financial reports as needed. Manage accounts payable (bill pay), and issue 1099 forms for independent contractors along with W-2s for employees.
*Additionally, this tier includes setting up and processing payroll and bill payments.