For the past 15 years, I have been responsible for managing bookkeeping, accounting, and payroll duties for various businesses such as contractors, commercial rental property owners, medical spas, online retailers, small manufacturers, auto repair shops, landscapers, and other small enterprises. Throughout my career, I have excelled in managerial and leadership positions, showcasing my expertise in employee relations, operations, and accounting management. With a strong background in these areas, I have consistently delivered effective results and provided valuable guidance to the organizations I have worked with.

​​QuickBooks® Desktop, Quickbooks® Online, Freshbooks®, XERO®, Wave® or just invoicing?

Depending on your needs, together, we will determine the best user-friendly accounting package for you!

Accounts Payable

• Matching, and sorting of receipts with credit card or bank statements

• Coding of all transactions to the appropriate tax categories

• Posting of transactions to the accounting file

Accounts Receivable

• Processing of the client payments

• Client invoice creation

• Preparation of monthly client statements, if required

Accounting

• Bank reconciliations for checking, savings, credit card, and payroll accounts.

• Preparation of monthly balance sheet, profit & loss, and accounts receivable reports.

• Expense report preparation - includes scanning of receipts, bank statements, and credit card statements.

• Quarterly payroll return preparation and electronic filing.

• Quarterly sales tax return preparation and electronic filing.

• Subcontractor set up and monitoring – preparation of yearly 1099s.

• Preparation of yearly 1096 transmittal.

• Tax package prepared for your accountant including Profit & Loss, Balance Sheet and General Ledger, copy of your December bank statement and reconciliation report, and copies of invoices for any fixed asset purchases Preparation of balance sheet and profit & loss report.

You gain the knowledge and experience of a Certified QuickBooks® ProAdvisor to ensure that your CPA will receive the accounting files in compliance with IRS standards.

About me

What I can do for you...

Hi there, my name is Lynne and I am a certified QuickBooks® Pro Advisor. I specialize in assisting individuals and businesses with integrating accounting management tools and optimizing their workflows. With my expertise, I can help you find the most efficient and cost-effective methods for managing your company finances. Whether it's reconciling numbers or streamlining tasks, I am dedicated to paying close attention to detail and ensuring that nothing goes unnoticed. You can rely on me to keep your bookkeeping in line and provide you with the support you need.