Services
How I Serve You
Duties of a Digital Bookkeeper
Track and record Transactions
This involves collecting and recording all financial transactions, such as sales, expenses, and payments, in an organized manner. This helps create a clear financial picture for the business.
Organize and Categorize
After recording the transactions, they are organized into categories (like income, expenses, assets, liabilities) to ensure that everything is properly classified and easy to review.
Reconcile and report
Accounts are regularly reconciled, comparing internal records with bank statements to ensure accuracy. Then financial reports are prepared, such as balance sheets, income statements, and the statement of cash flow, providing business owners with valuable insights into their financial health.
What that means for you
Analyze
I begin by partnering with you to define YOUR financial goals. Next, we conduct a thorough analysis of your current financial situation. Once we have clarity and alignment, we’re ready to move on to the following step!
Customize
Next, we get to work crafting custom bookkeeping solutions tailored to those well defined goals. This includes creating financial reports that are: a) specific to your business, b) easy to understand, and c) designed to clearly show how you can maximize your financial growth.
Optimize
Bookkeeping is a reflection of the past, and optimization means using that history to drive positive change in your future finances. My goal is to help you meet and exceed your income targets. Achieving this requires dynamic, evolving strategies to ensure your continued success!
Questions?
If you would like to know more about how I can serve you and your business, please click “Contact Me.”