Welcome
Customized and Strategic Bookkeeping Services
Dedicated partner building strong financial foundations and compliant practices so you can watch your business thrive.
About Me
Former middle-management banking officer having extensive experience with an emphasis in audit, regulatory compliance, and risk mitigation.
Seasoned professional helping you be in control of your finances and books so you can work on your business.
Clients ranging from real estate, manufacturing, construction, insurance, retail, and healthcare industries.
By outsourcing your bookkeeping to a professional, you free yourself of time and mental capacity to focus on what you do best.
Personalized Approach
When confronted with questions or concerns, rest assured you are getting the correct facts from a trusted advisor designed to empower your business with accurate and organized financial management. Consistent communication and being readily available are a core part to my overall approach.
I will give your business the dedicated financial attention needed to grow and prosper, building strong financial foundations and practices to watch your business thrive in every aspect.
Committed to Service
Every business and its goals are unique; I tailor my services to meet the specific needs of your business. I am committed to giving your books the detail and proactive attention they require to provide you with peace of mind and set your business up for success. And you can count on unbiased recommendations and impartial guidance based directly on your bookkeeping and financial goals.
Save Time and money
Every month, gain insight into where you stand with your financial status to help decide your next steps.
I will keep you organized and balanced so you can understand the bigger picture to make informed financial decisions and avoid any stress or costly errors by keeping your documents well-prepared and accurate, so your tax preparer has everything needed for year-end filings.
Services
Monthly/Annually
Features & Benefits
Additional Services
- Transaction entry/classification of income and expenses
- Make journal entries for business transactions paid with personal funds or cash
- Account reconciliations from bank statement(s), credit card(s), and merchant accounts, if applicable
- Generate financial statements including Balance Sheet and Profit & Loss Reports
- Record customer payments, if required
- Record bill payments
- Presentation of financials to tax preparer for federal tax filings
- Unlimited email/text support
- QuickBooks support
Additional Services
Features & Benefits
Additional Services
- Payroll Processing
- Payroll Tax Filing
- Process monthly and annual ACH payments
- 1099 & 1096 filings, if applicable
- Invoicing
- Bill pay
- Account Clean Up
Features & Benefits
Features & Benefits
Features & Benefits
- Privacy and confidentiality are of the greatest concern for me coming from the banking industry
- Secure data transfer and storage
- More time to focus on your business and what matters most, generating revenue
- Accurate books and timely reporting delivered straight to your desk.
- Peace of mind knowing you can contact me at any time
- One on one bookkeeping
- Transparent pricing
Welcome to Clay's Bookkeeping. Please reach out to us for a quote or with any questions you may have.
Thank you for your visit!