A CONSCIENTIOUS, EFFICIENT AND HONEST-BOOKKEEPING,TAX & .ACCOUNTING SERVICE-Certified Bookkeeper, QB Pro Adviser, Enrolled Agent, 20+ Yrs Experience
In addition to being an on-going member of the Elance community, I am also owner and operator of my own bookkeeping/tax practice. These 20+ years have always been dedicated to providing top notch service to the clients. Customizing the services provided to suit your needs is always an uppermost priority. My clients have often remarked that I make things easy. Although other individuals work for me, I will always be the person who reports to you, and am entirely responsible for the quality of the work.
My attitude toward conducting business is to always provide you, the client with absolute attention to your needs and requirements. The service has to be impeccable and prompt. I assure you, this is a caring, personalized company and this will be the service you receive
In 1994, because of anticipated move to Hawaii, sold my bookkeeping/tax practice which was located in New York. . At that time, I personally contacted all my tax clients to inform them of the move, and also to tell them I would be forwarding their tax files to a locally based tax practitioner.
Much to my surprise, approximately 70% of these tax clients requested I keep their files, and said they would mail their tax data annually so that I may continue to prepare their returns. To this day, most of them still remain. In essence, this is how I started my "virtual" practice!
We specialize in serving the small business owner as well as start-up companies.
Services performed include, but are not necessarily limited to:
-Timely payments of all vendor bills
-Monthly reconciliation of bank accounts
- Monthly reconciliation of credit card accounts
-Online banking and reporting
-Collections and aging reporting
-General ledger and journal entries
-Write-up and general bookkeeping
-Sales tax tracking and payments
-Maintenance of files for paid bills, cash receipts, legal documents, tax information, and miscellaneous transactions
-Preparation of monthly accounting reports and financial statements
'-Bookkeeping projects are also available on an as-needed basis.
-Tax return preparation--This includes personal, partnership and corporate taxes, including LLC's.
Am a QuickBooksPro Advisor, achieving 94% average on the series of exams taken in order to achieve this certification. Have used this program since its inception in the late 80's, and am quite proficient in its use.
Am also a Certified Bookkeeper. The bookkeeping award is given to applicants after they have proven expertise in performing bank reconciliations, payroll, end-of-month adjustments, inventory, depreciation (for both GAAP and tax) and the ability to understand and interpret the Balance Sheet and Profit and Loss Statements. In order to achieve this award, the applicant must pass a series of six examinations. I was successful at doing this, and as a matter of fact, my average score for the six tests was 96.2%. You may call the AIPB, in Rockville, MD, at--for verification of this.
QuickBooks Pro Adviser Certification - 2009
American Institute of Professional Bookkeepers
Intuit (QuickBooks Pro)
QuickBooks Pro Advisor 2007 & 2009 Certification
Certified Income Tax Practitioner
Internal Revenue Service
Internal Revenue Service
On Line Works, LLC
Virtual Monthly Bookkeeping
2010 - Present
SJS Ventures, LLC
Free Lance Bookkeeping
2007 - 2007
Current free lance client. This company buys and sells real estate. In addition to full charge bookkeeping, (including payroll), post closing statements into Quickbooks.
Carroll Banks Interior Design
Free Lance Tax Preparation and Full Charge Bookkeeping
2002 - 2007
Current client. Handle all bookwork including billing and tax preparation.
Alan Dissin, Locksmith
1995 - 2002
Complete responsibility of all accounting tasks. Successfully negotiated and implemented short-term bank loans based upon receivables. Payroll, Billing, Collections.