Servicing Clients with QuickBooks Online, QuickBooks Desktop Pro (Windows), QuickBooks Enterprise, QuickBooks Premier, Xero, & Sage Business Cloud Accounting.

  • Monthly Transaction Entry

  • Monthly Account Reconciliation

  • Monthly Financial Reports

  • Chart of Accounts Management

  • Custom Financial Reports

  • Invoicing Services

  • Financial Analysis

  • Budget Planning

  • Inventory Adjustments

  • Accountable Plans

  • QuickBooks Set-Up

  • QuickBooks Payroll Set-Up 

  • Xero Set-UP

  • Sage Cloud Accounting Set-Up 

  • Bookkeeping Clean-Up

  • Proactive Tax Planning

  • Catch-Up Bookkeeping 

  • Job Costing

  • Issue 1099 & W-2 Forms

  • Consulting Services

Accounting & Bookkeeping Services

Please Note: Monthly bookkeeping services do not include invoicing, tax preparation/filing, payroll, proactive tax planning, accountable plans, consulting services, budget planning, software set-up, form filing, or bookkeeping clean up (from previous bookkeeper).  Those are all à la carte services and are charged separately.  

How My Simple Outsourced Bookkeeping Model Works:

 

First: You upload requested financial documents through my secure online document portal (where you can access and update your information anytime).  

 

Second: I take care of all your bookkeeping and accounting needs remotely by utilizing state-of-the-art technology such as QuickBooks Online, QBox, and other collaborative technology.

 

Third: I will do the work and provide you with accurate financial information, which will enable you to make your best financial decisions based on your company's performance.

 

Fourth: You maintain online access to your financial information for your business at all times, whether through QuickBooks Online, QBox, or a secure online document portal.

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Stephanie Peterson, Owner

Energetic accountant, located within the Murrieta and Temecula Valley. Specializing in small to medium-sized business accounting, bookkeeping, QuickBooks setup, Sage Cloud Accounting setup, bookkeeping clean-up, financial analysis, proactive tax planning, and tax preparation services for service-based businesses. I employ superior communication skills, professionalism, mathematical accuracy, and GAAP knowledge.

 

I possess a degree in accounting and over 20 years of experience to provide the highest quality of professional services to my clients. My diverse experience includes working in and for the real estate, entertainment, chemical, medical device, telehealth, automotive, consulting, travel, construction, e-commerce, research, and service industries.
 

Registered Tax Preparer with the CTEC - A318310
California Real Estate Sales Agent - CALDRE# 02002991 

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The Significance of Bookkeeping and the Risk of Not Doing It