1099 preparation is a service I provide to all of my clients. I use an efile service that electronically submits 1099s to the IRS and any required state agencies.

Currently, I offer only remote or virtual bookkeeping services. All meetings are conducted by phone or videoconferencing. As of 2025, I no longer offer QuickBooks training but will support and train any clients who require regular monthly bookkeeping services.

At this time I only work with QuickBooks Online. I can assist with conversions from QB Desktop to Online.

I can work with you and your chosen payroll processor to help facilitate payroll set-up or troubleshoot any issues that arise, but I do not offer payroll processing services.

I will work directly with your CPA or tax preparer to make sure they have the information they need to file your taxes. I do not offer tax return preparation services.

I often take on added responsibilities for many of my clients. Tasks have included insurance and workers comp payroll audits, project/contract management, budget tracking, vendor management, sales tax filings, data entry and analysis, monthly review of internal office postings done by staff, and annual secretary of state filings.