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!

 

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