The Bossy Bookkeeper provides comprehensive bookkeeping services tailored to small businesses. I handle everything from daily transaction management and account reconciliation to payroll processing, tax form preparation (1099s), and the generation of key financial reports (Income Statement, Balance Sheet). My goal is to provide accurate, timely and balanced financial information, allowing you to feel empowered to focus on growing your business with confidence.
Accurately capturing and properly coding all bank and credit card transactions
Ensuring your bank and credit card accounts are reconciled for accuracy
Preparing key financial statements, specifically the Income Statement and Balance Sheet
Reviewing and closing your books on a monthly basis to ensure accuracy and timely reporting
Receiving and processing invoices from vendors for goods or services purchased on credit
Generating accurate and timely invoices, tracking outstanding payments from clients, following up on overdue invoices, maintaining records of payments received
Calculating gross and net pay, processing paychecks or direct deposits, withholding and remitting taxes, managing deductions, preparing payroll tax returns, ensuring compliance, maintaining payroll records, reconciling payroll, preparing payroll reports, setting up and managing payroll system
Identifying who needs a 1099, collecting necessary information, preparing 1099 forms, filing with the IRS, distributing copies to recipients, record keeping
Identifying and correcting errors, organizing transactions, reconciling accounts, catching up on backlog, setting up proper systems, ensuring compliance, preparing initial financial statements, communicating with the client
Understanding the business, designing the custom Chart of Accounts, implementing the Chart of Accounts in the bookkeeping system
Please ask about any services not listed here.
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