Balancing Your Books, Empowering Your Business
Services
Monthly Bookkeeping
- Data entry for day to day transactions
- Bank and credit card reconciliation
- Preparation of financial statements
- Financial reports sent monthly
- Sales tax reconciliation and filing
- Communication and collaboration with your accountant
Accounts Payable & Receivable
- Invoice Creation, Distribution and Email Follow Up
- Bill Payments
Clean Up/Catch Up
- Assess current financial records and bookkeeping
- Review/ adjust chart of accounts
- Categorize/ reclassify transactions
- Reconciliation of each month to date
- Provide up to date financial reports
- Communication and collaboration with your accountant
Meet Melissa
Melissa is an expert in business and financial analysis with over ten years experience in various industries including insurance, manufacturing and supply chain. Melissa take’s pride in delivering outstanding service to her clients. To ensure your bookkeeping and business issues are handled correctly, Melissa pays meticulous attention to detail and quality, and keep you apprised of everything you need to know to make strong business decisions.
Melissa believes success is about more than just profit, even though profit is necessary to sustain and grow your business. To Melissa, success is defined by two words: freedom and peace.