Naples Professional Bookkeeping, LLC
DAILY MONEY MANAGER
This is an excellent service if time is precious to you or if you have a loved one that has reached a point that they need some trusted assistance.
PERSONAL BILL PAYING
Collecting and sorting mail
Monthly bank account reconciliations
Tracking expenses (alerting clients if something is out of the ordinary)
Monthly report of expenses
Helping clients build a monthly budget
Organizing and filing of paperwork
Collection and organization of tax paperwork for accountant (for example):
•Charitable donations
•Mortgage interest and property tax records
•Social Security forms
•Other pertinent tax forms
Coordinate communication between your professional service team of CPA's, Attorney's, and Investment Advisor's.
Michelle McDonald, President
239-877-2425
naplesprobookkeeping@gmail.com
Insured:
Professional Liability Insurance
Certified Quickbooks ProAdvisor
2013, 2014, 2015 and Online
BOOKKEEPING SERVICES PROVIDED
WEEKLY
* Post all business banking transactions
* Post invoices and expenses to the correct accounts
* Record credit card transactions to proper expense accounts
MONTHLY
* Reconcile all bank and credit card accounts
*Provide monthly financial statements
*Process sales tax or tourist tax returns
YEAR-END CLOSING
A comprehensive system to allow your year-end closing to run smoothly and quickly. Naples Professional Bookkeeping will work in
coordination with your CPA.
*Financial Statements
*1099 and 1096 Statements
*Audit Assistance
