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Brian W

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Professional Bookkeeper (PB) QuickBooks® ProAdvisor Making you more profitable and your books correct to the penny.
Denville, New Jersey
Active over a week ago

Accountant in Denville, New Jersey

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My goal is to help Professionals and Business Owners become more profitable by getting your books in order. Let me watch your receivables and payables and give you a clear picture of where your business stands; so that you can concentrate on growing your business and sleep better at night. My main focus is on small and medium size businesses. My attitude is "there is a solution for every challenge". I treat your problems as my own. Rest assured that I will get back to you and following up is MY responsibility. I have worked with several industries: • Web Design • Legal • Finance • Professional Services How can I help you? • Become your trusted financial “go-to” person - Handle your bookkeeping from my home office and save you the time/expense/overhead of a full-time bookkeeper. • Clean up your current bookkeeping situation and get your books accurate “to the penny”. • Convert your QuickBooks Desktop data to QuickBooks Online – helping you move to the “Cloud” where your data is accessible from anywhere and backed up continuously. How I helped one client: Challenge: Client is in the professional services industry and in a niche business for over 15 years. Their bookkeeper/accountant was becoming increasingly out of touch, and their QuickBooks Online data were cluttered with old information and not up to standards. Solution: • Re-set their Chart of Accounts so that transactions could be entered correctly. • Identified problems in the old QuickBooks Desktop version and imported the correct transactions into QuickBooks Online (QBO). • Scrubbed the QBO data, so that no inconsistencies remained. • Set up automatic downloads for all bank and credit card accounts in QBO to lessen the chance for data entry error. • Produced up to date financial statements: Balance Sheet and Profit & Loss statements. • Engaged the client often, so that I met and exceeded their expectations. Phone: 973... Email: [email protected]

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Bookkeeping

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