The ULTIMATE BOOKKEEPER offers accounting / full charge bookkeeping services, and custom financial analysis to high net worth individuals, small to medium sized businesses, and people from all walks of life.
My services are customized to flow seamlessly with the business processes and unique nature of every client.
With quality and dependability driving the foundation of my services, The ULTIMATE BOOKKEEPER understands the importance of properly organizing and maintaining accurate financial records.
I’m friendly, knowledgeable, and experienced, and I work fully remote
Additionally, I can manage your accounting using QuickBooks Online. I offer QuickBooks® set-up, training and support custom tailored to you & your specific business needs.
Review my services offered below to see how I can support your bookkeeping, accounting, tax, business management, finance &/or QuickBooks needs.
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Accounting / Bookkeeping Services:
- Full Charge Bookkeeping Service
- Business Management
- Inventory Management
- Fixed Asset / Property Management
- Accounts Receivable (A/R) includes invoicing, collections, tracking/recording payments.
- Accounts Payable (A/P) includes tracking bills, bill payments, and year-end reporting.
- General Ledger (Journal Entries and/or Adjustments)
- Bank, Credit Card, Investment Reconciliations
- Budgeting & Variance Reporting/Analysis
- Payroll Service
- Production & Post-Prod. Accounting.
- Create or Update Business Plans, Projections
- Non-Audited Financial Statements
- Due Diligence, support for Investment, Acquisition, Sale.
- Forensic Accounting
- Income Tax Projection
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QuickBooks Services:
- Pre-Purchase QuickBooks Consultation: Confused over versions or features? Wonder what the best version of QuickBooks is? Ask me in a free 15 minute consultation. Contact me here
- Convert to QuickBooks from another software or app: I will import your data and lists from any other software or app to enable a seamless transition from your old bookkeeping solution to QuickBooks.
- Custom QuickBooks Set-Up: tailored to your business needs using the most suitable version of QuickBooks software.
- QuickBooks Support: I will fix any problem with your Quickbooks file or help you with anything you need.
- QuickBooks Check-up & Clean-up: Make your QuickBooks file run faster, fix errors, clean-up obsolete lists and transactions.
- Customized QuickBooks Training: learn, improve skills, reach goals quickly – for individuals & groups (you, your employees, co-workers or partners)”Beginner to Advanced”, A la carte lessons or complete goal-based programs.
- Install 3rd party apps & show you how to use them to expedite bookkeeping tasks, save time: my favorite QB Apps right now are Bill.com, Transaction Pro Importer but there are many many more!
- Sync QuickBooks with Bank & Credit Card accounts: allow me to reduce (or eliminate) data entry for you!
- Inventory System Set-Up, Tracking, Valuation, Reporting: Is your QuickBooks inventory not making sense? Do you need help setting it up? Want to use a 3rd Party app like Goldfish, or implement EDI? I am an expert in getting the most out of QuickBooks Inventory features, and integrating third party apps that make managing the most complex inventory a breeze!
- QuickBooks Payroll Set-Up, Support, Training & Transition from ADP, Paychex, other payroll services.
- Manipulate QuickBooks file data, Merge, Split, Delete or Duplicate within one or multiple Quickbooks files. Split a single QuickBooks file into multiple files, merge all/parts multiple files into a single file, quickly delete or add large amounts of data.
- Repair or Restore damaged QuickBooks file:: If you can’t access your data, or if your file is crashing repeatedly, I will fix it for you so you can get back to work!.
- Upgrade, Transition between QuickBooks versions: Want to ditch your desktop Mac or PC Quickbooks and use the new QuickBooks Online, or vice-versa? Or perhaps you wonder if you should be using a different version? Allow me to show you the light!
- Customized QuickBooks form templates
(i.e. Estimates, Invoices, Statements, or Sales Receipts) - Customized & Advanced QuickBooks reports: Don’t see it listed on the “Report’ menu? I can help create custom reports, or map QuickBooks data to Excel so you can update complex reports instantly
- Customized QuickBooks spreadsheets for Excel
- Software set-up (installation), upgrade, and/or removal (un-installation)
- Upgrade from QuickBooks to NetSuite, Xero: I will transfer your QuickBooks data to any other accounting software.
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Tax Services:
- W2’s (Year end processing)
- Employee Paycheck preparation.
- Quarterly Payroll Tax Return preparation/filing.
- 1099’s (Year end processing)
- Sales Tax Return
- Yearly write-up (compile prior year’s transactions into financial statements, reconciling balance sheet bank account(s), credit cards & loans against actual/statement balances.)
- Tax Projections, Planning
- Coordinate/Support Filing Past Due Tax Returns, advice resolving IRS/State tax issues and conflicts.