Do your books need a workout?

Not sure if your transactions are being recorded correctly? I can help you work through those transactions and get you on the right plan with “Fit Books Accounting Approved” transactions. Not all transactions in your books necessarily need to follow the rules of generally accepted accounting principles (GAAP).* However, all transactions must be Fit Books Accounting Approved!

Fit Books Accounting Approved Transactions means –

• Not using your accounting system for tracking things it’s not meant to track – That’s what Excel is for!
• Not changing transactions in a closed year
• No “creative accounting” that only you understand

*Some organizations are required to follow GAAP in all their accounting transactions.

Do your books need a change to take it to the next level?

To help you keep your books fit and your transactions “Fit Books Accounting Approved,” I offer monthly, quarterly, and yearly “Corrections & Adjustments” packages to make sure your transactions have been recorded completely and correctly. If they aren’t, then I make the adjustments to correct them to keep you on track.

Monthly or Quarterly Accounting Plans That Can Include:

•  Processing and Recording Payroll
•  Recording Adjustments and Depreciation
•  Bank Reconciliations

My goal is to get your books in top shape!

Once your books are in great shape, I can prepare your business and personal tax returns. If you have another tax preparer you prefer, no problem. I will work with them to get them what they need.

Does your company have a annual audit, review, or compilation? I’ll be sure your books are ready for your auditors – balance sheet accounts reconciled, year-end adjustments recorded, and reports ready!

If your books are already in good shape and you just need help maintaining what you have, I will customize my accounting services to fit your needs.