What I do:
- Small business financial setup
- Accounts payable and receivable
- Bank reconciliations
- Financial reporting for tax time
- Personal Finance maintenance
Who I help:
- Small businesses
- Busy people who need time for family
- Senior citizens
- Adult children who help aging parents
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Bookkeeping For Small Businesses: I can help you set up your Quickbooks Online accounts, get your financial books ready for the end of the year, assist with your payables and receivables, bank reconciliations, or send out invoices to customers so that you can do what you do best – RUN YOUR BUSINESS!
Tax-time Help: Bookkeeping and Organizational ideas are my thing! This year is almost over, holidays are coming, the new year, and then…….TAX TIME! Don’t wait. I can get your books in order now, tax time will be so much easier next year. I’m not a tax accountant, so I can’t save you with tax specials, but I can help to get your books organized and to know what receipts to keep.
Personal Finance: Your time, money and YOU are valuable! Keeping up with your bank account statements, utility payments, and rent or mortgage payments isn’t everyone’s idea of a fun time! I can take care of these mundane tasks and give you weekly updates on your cash flow.
Help for seniors & adult children with aging parents: Perhaps you have aging parents who may need help keeping up with their checkbooks. Dementia can create havoc when it comes to paying bills, or balancing a checkbook (or are you a senior who needs this help?). I will be sharing ideas on helping with aging parents.
Click this link – Tips for resolving an issue of bills being paid twice by aging parents: http://laurietrotman.com/index.php/aging-parents-paying-bills-twice/
Click this link – Tips to help with aging parents’ computer passwords: http://laurietrotman.com/index.php/2024/09/20/password-dilemmas-with-aging-parents/
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How to get started: Contact me at laurie@unlimitedideas.org to set up a free consultation to determine whether what I offer is what you need.
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More about me:
I have over 2 decades of experience in handling the finances of a multi-million dollar company, My husband and I owned and maintained an online e-commerce business for 20 years.