What We Do!!
Comprehensive Financial Support Tailored to Your Growth
Running a business is demanding; managing the back office shouldn’t be. Whether you are a budding startup or an established enterprise, I provide scalable financial solutions designed to clear your plate and clarify your bottom line. My goal is to transform your books from a source of stress into a strategic asset.
Precision Bookkeeping & Transaction Management
- Customer Invoicing: I manage your revenue cycle by generating professional invoices, tracking outstanding balances, and sending courteous reminders to ensure consistent cash flow.
- Bill Pay: Managing vendor expenses and schedules to maintain strong supplier relationships and avoid late fees.
- Vendor & Expense Management: I handle your accounts payable by organizing bills, verifying expense accuracy, and scheduling payments. This ensures you maintain excellent credit with suppliers while maximizing your early-payment discounts.
Seamless Payroll & Tech Integrations
Technology should work for you, not against you. As an expert in QuickBooks Online (QBO), I facilitate seamless integrations between your accounting software and third-party apps (such as Shopify, Stripe, or specialized CRM tools). By automating data flow, I eliminate manual entry errors, reduce administrative overhead, and provide real-time financial insights.
As a specialist in QuickBooks Online (QBO) Integrations, I don’t just “use” software—I optimize it. I connect your third-party apps and banking feeds to QBO, creating a seamless, automated workflow that reduces manual entry errors.
Specialized Accounting Projects
Beyond the day-to-day, I am available for targeted accounting projects. Whether you need help with year-end cleanups, historical data reconstruction, or customized financial reporting, I bring the analytical expertise needed to solve complex puzzles.
- Budget vs. Actuals analysis.
- Audit preparation and internal controls review.
- Customized financial reporting for stakeholders.
Meticulous Transaction Management & Cleanup
The integrity of your financial reports depends entirely on the quality of the data entered. I perform deep-dive sorting and categorization of all business transactions, ensuring every dollar is accounted for and correctly allocated to its respective class or project. If your books have fallen behind or contain historical errors, I specialize in comprehensive cleanup projects, reconciling bank statements and credit cards to ensure your balance sheet is 100% accurate for tax season or investor reviews.
Rigorous Monthly Reconciliations
A ledger is only as good as its last reconciliation. I perform a “closed-loop” reconciliation process every month for all Bank Accounts, Credit Cards, Lines of Credit, and Loan Accounts.
- Zero-Balance Verification: I ensure that your QuickBooks balance matches your bank statement balance down to the penny.
- Discrepancy Identification: I identify bank errors, unauthorized charges, or fraudulent activity immediately, allowing you to dispute them with your financial institution before it’s too late.
- Balance Sheet Integrity: By reconciling loans and escrow accounts, I ensure that your interest payments and principal balances are correctly separated, giving you a true reflection of your debt-to-equity ratio.
The Value of “Clean” Data
Clean data isn’t just about being “organized”—it’s about decision-making power. When your transaction management is handled with this level of detail, you can run “Budget vs. Actual” reports that actually mean something. You can see precisely where your cash is leaking and identify high-ROI activities. I turn your “shoebox of receipts” into a high-performance database that fuels your business growth.
Szuba Bookkeeping 