Services
How I can serve you
Virtual CFO Services
Bookkeeping Services
- Transaction entry
- Reconcile bank and credit card statements
- Accounts payable
- Receipt management
- Sales and B&O Taxes
- Payroll Entry
- WA State L&I filing
- Year end reporting for tax preparation for CPA or Tax preparer
Advisory services
- General ledger review
- Payroll setup
- Financial statement preparation
- Budget preparation and tracking
- Financial benchmarks
- Industry trending
- Quickbooks Online setup
- Training
COMING SOON!
Organization - Sunday Basket System
I am enrolled in the Organize365 Sunday Basket Certification program! I have been using this system since October 2019 and it keeps my busy life orderly. Managing a household, a business, and a family is a lot to juggle. I’ve always been organized, but have strugged more since starting a family. This system is what I needed to capture all the thoughts that race through my mind in any given day. I forget less, save money and have less anxiety over forgetting things. This system can be used by anyone. Here are a few key points on what the Sunday Basket will do for you:
Collect your incoming paperwork
A place hold everything until you have time to process
Act as a tool to help you to plan your week for maximum efficiency
Keep your papers at your fingertips so you can take action on them
Teach you the skills of organization for paper
I am excited to share this system with you!
