Accrual Mistress Bookkeeping and Consulting

Services & Offerings

Full Service Bookkeeping

We all want to know where our business stands so we can make educated decisions. We also don’t want to dread the end of the year because it means compiling all that we have done for our businesses into some semblance of order so our CPAs can report it. I offer several options that cover a variety of different business sizes and structures.

Training & Speaking

Full Service Bookkeeping

I offer speaking and training programs to help small business owners master essential skills for running their business. From why bookkeeping is critical to understanding financial statements, my sessions provide practical insights. I also work with the local Women’s Business Development Center, helping entrepreneurs gain the confidence to take control of their finances.

Semi-DIY Bookkeeping

Full Service Bookkeeping

Semi-DIY Bookkeeping

Hiring someone to take over your accounting isn’t practical for everyone, especially early on. Sometimes handing off your bookkeeping doesn’t feel right because you want to have ownership and understanding of your “profit” number. I offer multiple tiers of service based on what will best suit your needs and support your growing business.

Training & Sessions

Benefits of Good Bookkeeping

Understanding the P&L and Balance Sheet

This presentation is all about how to effectively manage your business finances, keeping in mind not only reporting deadlines such as tax filings, but also exploring how accurate and up to date financials help you to make better decisions about your business. We'll cover what bookkeeping is, why it is important, and who the users of bookkeeping reports should be. I'll also delve into how up to date record keeping can help prevent cash flow issues, assist in making business decisions, and prevent unpleasant surprises during tax time.

Understanding the P&L and Balance Sheet

The session will explain the fundamentals of the Profit and Loss (P&L) statement and the Balance Sheet, highlighting their crucial roles in monitoring and maintaining your business’s financial health. Through practical examples, you will learn how various transactions interact with both statements, particularly focusing on credit cards and loans, and the impact of interest expenses.

Additionally, we will explore owner contributions and distributions, detailing how these should be recorded. By the end of this session, you will understand how transactions in your business interact with these reports and the impact of incorrect classification. Accurate information on these reports can influence both your tax return and your eligibility for loans and other business funding. This presentation is for any small business owner looking to gain understanding of their financial statements and improve their financial management skills.

QuickBooks Training Sessions

Understanding the P&L and Balance Sheet

QuickBooks Training Sessions

This training provides an in-depth look at managing financial tasks with accounting software. It starts with selecting the right subscription and setting up users, permissions, and essential configurations. The sessions cover key accounting basics like managing the Chart of Accounts, setting up clients, vendors, and inventory. You'll also dive into handling accounts receivable and payable, including invoicing, payments, bill entry, and 1099 tracking. Advanced topics include automating bank feeds, transaction matching, and account reconciliations. The course concludes with generating key financial reports—balance sheets, profit and loss, and reconciliation reports—along with their tax implications.

Accrual Mistress Bookkeeping and Consulting

Accrual Mistress Bookkeeping and Consulting

Services & Offerings

Full Service Bookkeeping

Full Service Bookkeeping

Full Service Bookkeeping

Training & Speaking

Full Service Bookkeeping

Full Service Bookkeeping

Semi-DIY Bookkeeping

Full Service Bookkeeping

Semi-DIY Bookkeeping

Interested in Working Together?

Training & Sessions

Benefits of Good Bookkeeping

Understanding the P&L and Balance Sheet

Understanding the P&L and Balance Sheet

Understanding the P&L and Balance Sheet

Understanding the P&L and Balance Sheet

Understanding the P&L and Balance Sheet

QuickBooks Training Sessions

Understanding the P&L and Balance Sheet

QuickBooks Training Sessions

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