Services

Following is a description of just some of my general services. Once I get to know what your business needs, we can build a customized plan with the flexibility to grow and change over time, just like your business.

Credit Card
Bill
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Transaction Management

Categorization ensures you always know the status of your cash flow. It also helps you reduce tax liability and take advantage of tax write-offs.

Account Reconciliation

Monthly account reconciliation ensures that your records are accurate and up to date.

Accounts Receivable/Payable

A/R: Invoicing and following up for payment.

A/P: Ensuring your bills are paid accurately and on time.

Market Analysis
Work Desk
Image by Cytonn Photography

Financial Reporting

Monthly/ Quarterly/ Annually

Get the reports you need to stay on top of your budget or to plan for growth.

In-Office or Cloud-Based

If you are in the Knoxville area, I am happy to come to your place of business.

Tax Prep

I work closely with your CPA to ensure your records are ready for tax time.

Pricing

Money

Pricing is done on a case-by-case basis. I offer a free initial consultation to see what your books look like and how much work needs to be done. From there I will recommend what services I think would be beneficial to you and your business and collaborate with you to affordably set you up for success.

*QuickBooks is my software of choice.

I was getting way too busy to do my own bookkeeping any more, but not busy enough to hire a part time or full time employee to do it. I had heard about outsourcing it, but it didn’t seem right to give all of my information to a voice on the other end of the phone. Finding someone local, who could actually come to my office on a schedule that suited my needs was just what I was looking for. Crystal’s been such a great asset to my business! Now I can spend my time out in the field building my business knowing that I don’t have a pile of paperwork to do when I get home.

Sam * Lewis Construction

Contact Us

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