Bay Area bookkeeper Puts your financial house in order.
Does your bookkeeping method consist of a shoe box filled with receipts?
Are you unaware of how much money is coming in vs. going out?
Do you forget to reconcile your checkbook or pay bills on time?
As a full-charge bookkeeper, Suzanne Halladay makes your life easier by taking time-consuming bookkeeping and related financial activities off your hands. In addition to the day to day bookkeeping functions, she:
- Consults with you to determine your needs
- Recommends the appropriate services
- Reviews insurance policies
- Manages multiple checking accounts
- Prepares payroll reports
- Advises on how much to deposit for payroll taxes.
(There, don’t you feel better already?)
How to leverage her bookkeeping services
Serving as the virtual CFO of your Bay Area business, Suzanne performs these critical bookkeeping functions:
Financial Statements
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Payroll
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But that’s not all. An Enrolled Agent*, she also prepares and files tax returns for many of her Bay Area bookkeeping clients. If you use another tax professional, she’ll help you get your information organized for tax time.
Client success stories
A Marin County building contractor had several projects going at once, but he had no idea whether any of them were profitable. Suzanne created departmental profit and loss statements which revealed which projects were on track to make money and which were not. Using cost accounting, they could determine why there were losses — did he under bid? Or miss the mark on the price of materials? This approach works well for any business owner or professional who has a variety of products or services they want to track.
For an investor, Suzanne prepares a P&L to track securities values. She updates the prices every month then prints a report showing last month and current month, as well as a comparison of current month to the same month of the previous year. All of this shows up on a balance sheet so they can see exactly which securities have increased or decreased in value from last year to this year and from last month to the current month.
Got bookkeeping? Get Suzanne.
*An Enrolled Agent (EA) is a tax professional who is licensed by the federal government to represent taxpayers before the IRS.