Services
What I do
Bookkeeping Services
Simple Systems
We create simple systems from the start so we can work together with ease. We help you set up your QuickBooks Online account or transfer your existing account to Nerdy Bird Bookkeeping. We discuss your unique needs and set up simple workflows for each process.
Technology
- We provide remote bookkeeping services and only work with QuickBooks Online.
- We offer options that are safe and secure for meetings and for document sharing.
Services We Provide
Monthly Bookkeeping
Our services include categorizing your business transactions in QuickBooks Online, reconciling your bank and credit card accounts, and providing financial statements by email. We also offer online or phone meetings as needed to review your financial information, answer questions, and provide ongoing support.
Best Business Practices
- Keep funds separate: Separate business and personal accounts help maintain your business’s legal protection and keep your financial records clear and organized.
- Keep Documentation: Separate business and personal accounts help maintain your business’s legal protection and keep your financial records clear and organized.
- Use written agreements: Clearly document arrangements with clients, vendors, partners, and contractors whenever appropriate.
- Protect your business: Maintain appropriate licenses, insurance, contracts, and other protections relevant to your business.
- Review your finances regularly: Schedule time each month to review your income, expenses, accounts, and overall financial health.
Services We Do Not Provide
Outside My Scope of Practice
- Legal guidance for your business
- Tax Services
- Manual Payroll (We will work with your payroll provider)
- Inventory
- Sales Tax
- Location-based (My services are provided from my home-based business)
Additional Services Upon Request
Each business is unique and we are happy to discuss any other services you need.
If your inventory and sales tax is simple, then we may be able to provide those services.