Income & expense tracking, categorization, and basic reporting
Reconciliation of 1 financial account
Quarterly review/check-in
Year-end income & expense summary for tax preparation
Books kept organized throughout the year
Starting at
Everything in Tax-Ready Recordkeeping
Monthly bank & credit card reconciliations
Transaction review and categorzation
Monthly financial statements
Routine bookkeeping support
Year-end books prepared for tax accountant
Starting at
Everything in Monthly Bookkeeping
Accounts payable support
Accounts receivable and invoicing support
Payroll bookkeeping
Sales-tax bookkeeping/support, when applicable
Monthly financial review
Cash-flow monitoring
Expanded reporting and owner support
Starting at
Accounts Payable
Accounts Receivable
Payroll Bookkeeping
Sales Tax Support
Monthly Financial Review
Bringing prior months current
Cleaning up A/R or A/P
Fixing discrepancies
Reconciling accounts
Hi, I'm Kate! I'm a Michigan-based accountant with a BBA in Accounting and an MBA from Northwood University's DeVos Graduate School. I've always enjoyed working with numbers and finding ways to make financial information more organized and easier to understand.
My professional background is in accounting and small-business operations where I've gained hands-on experience with everything from invoicing and accounts receivable to financial reporting, collections, and inventory. Most of my work has been done in QuickBooks Online, but I would also love to help you set up systems that work best for you and your business. I especially enjoy the organizational and reporting side of accounting - taking a pile of information and turning it into something that makes sense.
I love working with and supporting small businesses. I started offering bookkeeping services because I wanted to use my experience to help owners stay on top of the financial side of their businesses, which is an area that is not the most fun and can be a source of stress. When I'm not working with numbers, you'll usually find me working on a craft project, reading, or spending time with my family and pets.
Contact us today to see if we are the right fit for your business!
989-600-8209 | Admin@ApexMidland.org