Bookkeeping
Bookkeeping is the foundation of sound financial management. The information entered must be accurate as it will directly impact the quality of the reporting. As a bookkeeper, I am extremely detail oriented and thorough. I work hand in hand with your accountant to make tax filing as easy as possible.
Financial Systems
A good financial system lets information flow seamlessly and efficiently. It integrates the accounting software, online banking, billing, invoicing and reporting. I use Excel to help you keep track of information specific to your business/industry. I create secure online digital filing systems accessible from anywhere.
Tax Organization
From organizing a shoe box full of receipts to entering a whole year of financial transactions, I can help you prepare the information your accountant needs to file your taxes. I have years of experience working directly with CPAs and can adjust to each particular work style.
Human Resources/Payroll
I have processed payroll on many different systems, manually using QuickBooks, and online using various systems including ADP. I have a solid knowledge of regulatory compliance regarding employment matters.
Training
I believe in self-reliance and I feel like knowledge should be shared and exchanged. I am service oriented and will not hesitate teaching you various tasks if I you so desire and think it will best serve your needs.
Small Businesses
I have a particular fondness for small businesses, as they allow individuals to pursue their dreams ands passions. They have specific challenges, and I really enjoy facilitating their success.
Non-Profits
My passion for social justice has naturally led me to develop a curiosity and interest for non-profits, and over the years, I have sought volunteer opportunities to help social, cultural and educational causes that were close to my heart. In September 2012, I enrolled in the Duke University Certificate of Management for Nonprofit, which gave me comprehensive knowledge and understanding of the specific aspects of managing nonprofit organizations.
Past Experiences
VBar & Co, Administrator/Bookkeeper for a restaurant
management group
Capital Physicians Group PA, Practice Administrator
Carolina Endocrine PA, Practice Administrator
Fonville-Morisey Realty, Real Estate Agent
Certifications
Duke University - Certificate of Management for Nonprofits
QuickBooks Online Pro Advisor Certification
