A passion for organizing finances.
Services
Weekly transaction upkeep
Monthly reconciliations/discussions over financials
Quarterly tax reminders
Annual report preparation and liaison with CPA
Add ons: payroll, A/R, A/P, budgeting consultations
Benefits
Bookkeeping doesn’t directly make you money, but it takes time. Time is money. Time is valuable in how you want to prioritize your tasks whether it’s time with family, time focusing on core business functions to grow your company, or time to take a vacation or travel.
Bookkeeping Tips
Keep business and personal expenses separate
Base your bookkeeping on bank transactions, not receipts.
- The IRS requires receipts for all business expenses of $75 or more – and they should be kept for six years. Be sure to ask your CPA for any tax advice.
Prepare a quarterly budget
Reconcile your bank and credit card statements monthly
Pay yourself a salary
Reimburse yourself for expenses
Track and reimburse for mileage
Customize your invoices
Invoice within 48 hour
Send payment reminders
Hire a pro to set up accounting software
Analyze your accounting reports
Contact
Nicole Serafin
Email: nicole@nasbookkeeping.com
Phone: 626-472-4037
San Diego, California