
Ready to talk about your finances? Click the "Contact" button to schedule a zoom call or email me.
There are 3 packages to choose from:
Basic:
- Reconcile accounts
- Categorize transactions
- Accounts receivable/payable
Standard:
- Everything in Basic
- Profit/Loss statement, Balance sheet, Income Statement
- Reviewing of statements with clients
- Prepare documents for tax accountant
- Expense reports for reimbursement
Premium:
- Everything from Standard
-Cash flow advisory with monthly or quarterly meetings on finances
My name is Kaci Coalwell. I live in Charlotte, NC with my husband. I am a virtual bookkeeper for small businesses and start up companies who do not have the desire for a full-time, in-house bookkeeper. I am a former math and science teacher, so numbers and attention to detail are my passion! I am a Certified Quickbooks Online Proadvisor. I can work with any bookkeeping software system. My goal is to help businesses with their financials and guide them in making appropriate business decisions.
Many business owners see bookkeeping as a chore, but it's so much more! It's the foundation of your financial health. Clean books give you the power to:
- make smarter decisions based on accurate data
- save money on taxes by ensuring you're claiming all your deductions
- avoid stressful surprises down the road
- gain peace of mind knowing your finances are in order
I'm passionate about helping businesses and individuals achieve financial clarity and freedom. I take the weight of bookkeeping off your shoulders so you can focus on running and growing your business.
I specialize in:
- catch up and clean up
- reconciling accounts
- categorizing transactions
- preparing and reviewing reports
- preparing books for tax accountants
- preparing expense reports for reimbursement
Here's what you can expect when you work with me:
- clear communication and a personalized approach
- efficient and accurate bookkeeping services
- timely reports and financial insights
- proactive solutions to any financial challenges
Ready to kick the financial headache to the curb? Click on the "contact" page at the top and schedule a zoom call with me.
I look forward to working with you!
Create Your Own Website With Webador