- Ongoing bank, credit card, and balance sheet account reconciliation
- Manage bank and credit card account transactions
- Financial statement preparation and review
What are my clients saying?
Best Ever Granola
After 7 years of working for myself, spending hours plugging income and expense data into google sheets, and spending time explaining to my accountant what everything is each year at tax time, I finally bit the bullet and invested in accounting support for my business.
Hiring Dana and making the small investment in Quickbooks each month has literally been life changing and time saving on so many levels. Dana has been there every step of the way, making sure that I understand how to use the platform, organize products and view reports that are vital to making financial decisions for our small business. The amount of time that I save each month has been paramount. We are learning more and more about our business each month through the data that QBO provides, and it’s all made so easy with Dana’s expertise and guidance. 200% the best investment that we make each month!