What it's like to work with Joanne's Bookkeeping

Our goal is to help your business succeed by helping you get a handle on your financial information. We can either take the bookkeeping function completely off your plate or give you the training and information you need to confidently do your own books.  Either way, it is important for you to have reliable up to date books to help you make informed decisions that allow your business to thrive.

We start with a discovery call where you tell me about your company and what your needs are. We tailor our services based on your specific needs and give you fixed prices for all services so that you know what to expect. We care about your business, so we not only ensure that the bookkeeping is performed accurately but we get to know your business. This way we can alert you when certain transactions, while correct, seem strange for your business. We’ll let you know if there are more efficient ways to get your bookkeeping tasks accomplished and tell you if you are meeting your financial goals.  As a partner in your business we make sure that you understand the information that we present to you.

Bookkeeping and Payroll Services

  • Capturing and properly coding all bank and credit card transactions
  • Bank and credit card reconciliation
  • Accounts receivable
  • Accounts payable
  • Payroll management
  • 1099 filings
  • Pay sales tax to state agencies

Financial Reporting

  • Balance Sheet
  • Income Statement
  • Statement of Cash Flows
  • Job Costing
  • Accounts Payable Aging
  • Accounts Receivable Aging
  • Sales Tax Reports

Quickbooks Services

  • Setup your books
  • App recommendations tailored to your business
  • Diagnostic review – ensure your books are accurate
  • Cleanup – fix books with inaccurate or incomplete information
  • Catchup – get your books up to date
  • Quickbooks migration from Desktop to Quickbooks Online

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