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Empower your BUSINESS
Be more PROFITABLE
Have CONFIDENCE in your Financial Position
Bookkeeping
and Reporting
Fraud
Prevention
Payroll
Services
Quickbooks
Education
OUR PARTNERS
SERVICES OFFERED
As a Business Solutions provider, we focus on up-to-date bookkeeping with an emphasis on profitability and cash flow reporting so you can make the business decisions you need to.
Scaling Fast (Rising Sales)
Enter and Categorize All Expenses to QBO
Enter and Categorize All Deposits to QBO
Reconcile Bank Accounts
Enter Credit Card Transactions to QBO
Reconcile Credit Card Accounts
Profit and Loss Statement
Balance Sheet
Invoices and Receipts Attached to QBO
Full Service Payroll
Enter Payroll to QBO
Payroll Tax Filing and Payment
Accounts Payable
Unlimited Email and Telephone Access
Cash Flow Statement / Analysis
Client Invoice Preparation
Client Monthly Statements
Entering Principal and Loan Payment Info
Sales Tax Filing
Comparative P & L Statements
Monthly Zoom Meeting
Ramping Up (Team Growth)
Enter and Categorize All Expenses to QBO
Enter and Categorize All Deposits to QBO
Reconcile Bank Accounts
Enter Credit Card Transactions to QBO
Reconcile Credit Card Accounts
Profit and Loss Statement
Balance Sheet
Invoices and Receipts Attached to QBO
Full Service Payroll
Enter Payroll to QBO
Payroll Tax Filing and Payment
Accounts Payable
Unlimited Email and Telephone Access
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Starting Out (Simply Powerful)
Enter and Categorize All Expenses to QBO
Enter and Categorize All Deposits to QBO
Reconcile Bank Accounts
Enter Credit Card Transactions to QBO
Reconcile Credit Card Accounts
Profit and Loss Statement
Balance Sheet
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EXPERIENCED TEAM
Kerry Postel
Founder, CEO & Principal
Diploma in Business and Finance, Certified in QuickBooks, Member of American Institute of Bookkeepers, and over 20 years of bookkeeping experience including construction, travel, restaurants, events management, and other various professional services. Previously certified Profit First Professional specializing in bookkeeping for professional services and construction services. Relieving the stress of finances for business owners so that they can have a healthy work and life balance is something that is so important to me as a wife and “mum” (yes, I’m English).
Danielle Taylor, CFE, MBA
Bookkeeper and Financial Forensics
Certified Fraud Examiner, Masters of Business Administration in Economic Crime and Fraud, Certified in QuickBooks, American Association of Bookkeepers, and over 13 years of experience in managing the accounting for her own retail store as well as for clients. I specialize in assisting clients with prevention, detection, and investigation of financial fraud and misconduct within their business.
WHAT CLIENTS SAY ABOUT US
ADDRESS
Po Box 111, Minneola, FL 34755
PHONE
+1 (352) 432-8104
OFFICE HOURS
Monday to Friday: 9:00 AM – 5 PM Eastern