Efficient Business Accounting Solutions
Streamline your company's financial management today
Efficient Business Accounting Solutions
Streamline your company's financial management today
About
Keeping your books balanced shouldn't keep you up at night. At Essential Bookkeeply, my bookkeeping services handle the daily financial heavy lifting so you can focus on what you do best: running your business. From tracking daily transactions and reconciling bank statements, and preparing clean, tax-ready financial statements, I ensure your records are accurate, up-to-date, and fully compliant. Think of me as your financial foundation—keeping your data organized and your business moving forward.
The Mission
To empower small businesses with financial clarity. Through meticulous bookkeeping and actionable financial insights, I help entrepreneurs make confident decisions that drive sustainable growth.
Services
I offer a wide range of high quality products that are designed to meet the needs of our customers. From basic to advanced, I have something for everyone.
Services
Core Bookkeeping Services
- Transaction Categorization: Accurately logging every dollar moving in and out of your business to ensure pristine tax categorization.
- Chart of Accounts Setup: Creating a readable chart of accounts so that you know exactly where the money is going and what is helping you generate revenue.
- Bank & Credit Card Reconciliation: Matching your bank statements with your accounting software to catch errors, duplicates, or missing receipts.
- Financial Reporting: Generating monthly, quarterly and yearly Profit & Loss (P&L) statements, Balance Sheets, and Cash Flow statements so you always know your numbers.
- Accounts Payable & Receivable: Managing vendor invoices so you’re never late and also generate 1099s at the end of year. Creating invoices and tracking customer payments so you get paid faster.
Accounts Receivable Collection Service
Stop chasing unpaid invoices and start reclaiming your revenue. Essential Bookkeeply's Accounts Receivable Collection Service transforms delinquent accounts back into working capital. With a proven track record of reducing your aging report and maximizing recovery rates, I handle the friction of debt collection so your team doesn't have to. Highly compliant, entirely professional, and focused entirely on your bottom line: Increasing your revenue.
Factoring Invoices Inputting
If you’re struggling to reconcile your financials with complex factored invoice statements, I can help. With several years of specialized experience interpreting factoring data, I ensure your books accurately reflect your statements so you always have a clear, precise view of your financial health.
E-commerce Business
Managing an e-commerce business gets complicated quickly, especially when it comes to the numbers. Many store owners find themselves drowning in a sea of platform fees, shipping costs, payment processing charges, and ad spending - making it incredibly difficult to tell the true profit from the baseline revenue. I can help clear up the financial fog by accurately breaking down and categorizing the money that moves through your store.
About the Owner
With over 10 years of experience in the financial sector, I specialize in managing small business financial operations with proficiency in QuickBooks Online and process improvement. My expertise includes invoice factoring, accounts payable, accounts receivable/collections, 1099 preparation, reconciliation of accounts, finding and correcting errors, and creating financial statements. I work closely with tax consultants to ensure timely tax filings. I am very familiar with invoice management software tools like Coupa, OpenInvoice, Fieldglass, and others to streamline invoicing and payment collection processes. Dedicated to optimizing financial systems and processes, I focus on enhancing operational efficiency and supporting businesses in achieving financial stability. Leveraging my skills in QuickBooks and Lean Six Sigma methodologies, I collaborate with teams to provide accurate financial management and improve productivity. My commitment to refining workflows and implementing effective accounting practices aligns with my mission to empower organizations for sustainable growth.