hello,
the name’s Briana &
I’m here to assist you.
I manage the financials
of the business
so you can focus on growing
the business.
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Records and categorizes transactions. Reconciles bank and credit card accounts.
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Maintains accurate financial records. Prepares monthly, quarterly, annual reports tailored to your business needs.
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Manages vendor invoices, verifies accuracy, and pays bills on time.
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Issues invoices, tracks payments, and follows up on overdue accounts.
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Cleans/catches up books that aren’t up to date. Fixes/updates work from previous bookkeepers.
look forward to hearing from you,
Briana
process
consultation
Book a call. Discuss business, accounts and required services.
Obtain statements and/or QBO access.
Generate quote and client agreement.
contract
Review and sign quote.
Review and sign client agreement.
Receive and pay invoice.
close
Get started!
Secure access to accounts and books. Review chart of accounts.
Perform any necessary clean up. Organize and set up rules.
FAQs
What do I need to get started?
An established business with at least 3 months of bank statements and a Quickbooks Online Account.
How fast can we get started?
Immediately upon signed contract and payment received.
What is the cancellation policy?
You are free to cancel anytime.
Why you?
Northeast raised, Colorado based. I know both paces and I respect time- our most valuable asset. I will provide services at a reasonable rate to return your peace of mind and time.
Intuit Quickbooks Proadvisor Level II. 5+ years Entrepreneur experience in E-commerce and successfully lunched a product on Amazon (Sold Out!).
15+ years medical field experience in pharmacy and nursing has taught me meticulous and accurate documentation, numerical accuracy, regulatory compliance, time management, prioritization and deadline management.
Adaptable, solutionist, accommodating. No one has a greater desire to solve problems and offer solutions. Timely communication and follow through.
Capricorn Stellium.
Let me help you build. Excited to get started.