Remote bookkeeping across the USA.
"Working with small businesses to grow their success!"
Reconcile monthly to catch errors early.
Bookkeeping Services
Ongoing Monthly Services (typically monthly or quarterly)
- Monthly Reconciliations: Ensuring accuracy and clarity in your financial records.
- Feed Categorization: Keeping your business accounts organized and up-to-date.
- Receipt Capturing & Monitoring: Tracking and organizing receipts for comprehensive records.
- Custom Financial Reporting: Tailored monthly summaries to fit your business needs.
- Chart of Accounts Review & Management: Ensuring proper categorization and alignment with your financial goals, while adhering to industry standards.
- Strategic Budget Planning: Developing actionable plans to keep your finances on track.
- Monitoring & Advisory Support: Providing ongoing oversight and guidance to maintain financial health.
- Help with Estimated Quarterly Taxes: Supporting accurate calculations and timely payments.
- Accounts Receivable (AR) Management: Timely invoicing and tracking customer payments.
- Accounts Payable (AP) Management: Accurate processing and tracking of vendor bills and payments.
- Payroll Management: Handling employee payments and ensuring compliance with necessary regulations.
- Audit Preparation & Support: Organizing documentation and providing guidance for financial audits.
- Cash Flow Analysis: Offering insights and recommendations for managing cash flow effectively.
- Key Performance Indicator (KPI) Reporting: Generating tailored reports to track business-critical metrics.
- Inventory Management Assistance: Helping reconcile inventory with financial records for accurate tracking.
One-Time or As-Needed Bookkeeping Services
- Bookkeeping Catch-Ups: Getting financial records up to date and back on track.
- Cleanups: Correcting and organizing financial records for clarity, accuracy, and compliance, ensuring seamless reporting.
- Streamlining account creation and payroll integration for efficient, hassle-free financial management.
- Account Review & Optimization: Ensuring financial accounts are structured for efficiency.
- Payroll Setup: Establishing payroll systems for smooth operation.
- Chart of Accounts Overhaul: Restructuring accounts for optimal organization.
- SOP (Standard Operating Procedures) Creation: Developing workflows to maintain consistency.
- Mileage Tracking: Organizing mileage records for accurate expense reporting.
- Employee Manuals & New Hire Forms: Providing documentation to support HR processes.
- Software Migration: Assisting with transitions to new accounting systems, including data transfers
- Bank Statement Conversion: A one-time service to prepare and format your bank statements for seamless uploading into your accounting software.
- Emergency Financial Troubleshooting: Providing urgent support to resolve unexpected financial challenges.
Consulting & Project-Based Support
- Bookkeeping Advisory: Offering expert insights to improve financial practices.
- Video Meetings to Review & Discuss Financials: Providing personalized reviews and discussions of financial health.
- HR Services & Support: Assisting with employee-related documentation and processes.
- Workflow Optimization: Streamlining operations for greater efficiency.
- Custom Reporting Setup: Designing reports tailored to business objectives.
- System Recommendations & Integrations: Suggesting and implementing accounting tools that fit your needs.
- Cost Reduction Strategies: Reviewing expenses to identify savings opportunities.
- Business Financial Health Check: Conducting in-depth reviews and offering actionable strategies.
- Compliance Consulting: Guiding businesses on regulations and industry-specific financial requirements.
Don’t See What You Need?
Every business is different, and bookkeeping isn’t always one-size-fits-all. If you’re looking for help with a specific process or task, let’s chat! I’d be happy to explore how I can support your goals—or point you in the right direction.
"Tireless problem solver"
"Dianna is hard working, reliable, and provides excellent services. I highly recommend her!"
- Jenni V.
Ready to take control of your bookkeeping?
Like a magnolia cultivated with care and strength, your bookkeeping deserves the same dedicated attention to build a solid financial foundation.
Visit my Pricing page to see how I make professional bookkeeping accessible for businesses like yours.
Digital receipts = stress-free tax time.
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