Services
I offer a range of services to meet the needs of every client. Have something else in mind? I’m happy to work with you to see how I can help.
Recording Financial Transactions Log daily sales, purchases, expenses, and receipts into your accounting system.
Bank & Credit Card Reconciliation Match your records with your bank and card statements to catch errors and discrepancies.
Accounts Payable Management Track and pay bills owed to suppliers and vendors.
Accounts Receivable Management Issue and track customer invoices and follow up on payments.
Expense Tracking Monitor and categorize business expenses for budgeting and tax purposes.
Financial Statement Preparation Generate balance sheets, profit & loss statements, and cash flow reports.
These will be prepared on a monthly or as needed basis.
Invoicing & Billing Support Create and send invoices; manage billing cycles payments.
Why Use WnB Accounting Services?
Better financial visibility
Know exactly how your business is performing so you can plan and grow with confidence.
Tax readiness
Clean, organized records help you avoid problems during tax season and ensure you are claiming all available deductions.
Time savings
Focus on running your business while we handle the details of your financial records.
Compliance support
Stay on top of state and federal reporting requirements with accurate and timely financial reports.
My goal is to provide any combination/arrangement of these services at an affordable cost.
Check out the Get Started page for more information on how price of service is determined for your needs.
Sole Proprietors & Independent Contractors
Retail & Trades
Startups & Growing Small Businesses
Service Based Businesses
LLCs & S-Corps