Bookkeeping and Organization

  1. Invoicing
    Prepare and send invoices Record invoices by customer and project Prepare accounting entries Record receipt of payment Prepare reports of receipts over due
  2. Financial Reporting
    Balance sheets Income statemetns Cashflow Statements Expense and Revenue analysis
  3. Reconciliations
    Bank account reconciliations Credit card acount reconciliations
  4. Prepare Project Estimates
    Generate and send project estimates
  5. Bills
    Review bills received Record bills by vendor and project Prepare Accounting entries Pay bills on time
  6. Organize and Analyze
    Keep information about customers,, projects and vendors in one place: Transaction History Project Estimates Notes To Dos Business Leads Billing Information Contact Information