Lisa Maher, CPA (Bookkeeping Clean-Up)

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Created by Certifyible Last updated May 23, 2024




Description

Is your business struggling with disorganized or incomplete financial records? Our Comprehensive Bookkeeping Clean-Up service is here to help. We specialize in transforming chaotic books into accurate, up-to-date financial records, giving you peace of mind and a solid foundation for informed business decisions.

Key Features:

  • Detailed Assessment: We start with a thorough review of your existing bookkeeping records to identify inconsistencies, errors, and areas that need attention.
  • Correction of Errors: Our experts meticulously correct any discrepancies, ensuring that all financial transactions are accurately recorded.
  • Reconciliation: We perform comprehensive bank and credit card reconciliations to ensure that your books match your bank statements.
  • Categorization: Proper categorization of income, expenses, and other financial transactions to ensure compliance and accurate reporting.
  • Financial Reports: We provide detailed financial statements and reports, giving you a clear picture of your business's financial health.
  • Customized Solutions: Tailored cleanup plans to meet the unique needs of your business, regardless of the industry or size.

Benefits:

  • Accuracy: Ensure your financial records are precise and up-to-date.
  • Compliance: Stay compliant with tax regulations and financial reporting requirements.
  • Efficiency: Save time and reduce stress by letting our experts handle the cleanup.
  • Insight: Gain valuable insights into your business's financial performance with accurate reports.

Investment: Starting at $995 (final pricing depends on the scope and complexity of the cleanup)

Turnaround Time: Typically 10-15 business days, depending on the volume and condition of your records.

Who Should Use This Service:

  • Small to medium-sized business owners who need to get their books in order.
  • Startups that require initial setup and organization of financial records.
  • Established businesses preparing for audits, tax filings, or financial reviews.
  • Any business experiencing growth and needing to ensure their bookkeeping is up-to-date and accurate.

Why Choose Us:

  • Experienced Professionals: Our team consists of seasoned bookkeepers and CPAs with extensive experience in various industries.
  • Confidentiality: We prioritize the confidentiality and security of your financial data.
  • Proven Track Record: Hundreds of satisfied clients who have transformed their financial management with our services.
About the Instructor

Lisa Maher is a highly skilled accountant with over 15 years of experience specializing in bookkeeping and financial clean-up services. Her meticulous approach and passion for accuracy have made her a trusted advisor for businesses looking to streamline their financial records and gain clarity in their financial management.

Expertise:

  • Bookkeeping Clean-Up: Lisa excels in transforming disorganized financial records into precise, well-organized books. Her attention to detail ensures that every transaction is accurately recorded and categorized.
  • Financial Reconciliation: With her comprehensive reconciliation services, Lisa ensures that your financial statements align perfectly with your bank and credit card records, minimizing discrepancies and errors.
  • Financial Reporting: Lisa provides detailed financial reports that offer valuable insights into your business's performance, helping you make informed decisions.
  • Tax Preparation: Her extensive knowledge of tax laws and regulations allows her to optimize your financial records for accurate and compliant tax filings.

Professional Background:

  • Certified Public Accountant (CPA): Lisa holds a CPA designation and has a degree in Accounting.
  • Industry Experience: Over the years, Lisa has worked with a diverse range of clients, from small startups to established corporations, across various industries.
  • Continuous Learning: Committed to staying current with the latest developments in accounting and bookkeeping, Lisa regularly attends workshops and seminars.

Client Success:

  • Customized Solutions: Lisa tailors her services to meet the unique needs of each client, ensuring that their specific financial challenges are addressed effectively.
  • Proven Track Record: She has successfully helped numerous businesses achieve clean and accurate financial records, paving the way for better financial management and growth.
  • Client Testimonials: Lisa’s clients consistently commend her for her professionalism, expertise, and ability to deliver results that exceed expectations.

Personal Interests:
Outside of her professional life, Lisa enjoys gardening, reading mystery novels, and volunteering at local animal shelters. Her commitment to excellence and her genuine care for her clients’ success make her an invaluable partner in financial management.

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$995.00
Includes:
  • 0 On demand videos
  • 1 Lessons