Virtual Bookkeeping Professional

Karilyn Neumann

I empower business owners to understand and take control of their finances so they can make informed decisions, take advantage of opportunities, and just… RELAX.

Kari-head shot revised-no background-RGB
What I Do

Virtual Bookkeeping Services

#1

Monthly Bookkeeping Services

Having continuously up-to-date books includes:

  • Recording and categorizing financial transactions;
  • Reconciling bank statements;
  • Generating financial reports;
  • Tracking Key Performance Indicators (KPIs); and 
  • Meeting regularly to review and discuss the management reports prepared for you.
I work exclusively in QuickBooks Online.
#2

Clean-Ups

Working on a clean-up is an involved process that includes, but is not limited to:

  • Reviewing transactions from prior periods to make sure they are accurately recorded and properly categorized;
  • Correcting any errors found; and
  • Making adjusting entries as needed.
If your books are a mess, a clean-up may be needed so that you can see more clearly what is happening inside your business and move forward with accurate information.    
#3

Catch-Ups

Catch-ups are similar to clean-ups since the information to be worked on is from prior periods.  Catch-ups are needed to bring the books up to date if the bookkeeping hasn’t been done for a while.

#4

... and More!

Other available services include reviewing your Internal Controls, assisting with Budgeting and Accounts Payable, selecting a Payroll Service, and help with automating or systematizing some of the back-office tasks you might be spending a lot of time on currently.

How Can I Help You?

Let me know!  Click the “Contact Me” button or send an email to: Kari@YellowWoodBookkeeping.com.

AIPB logo
Scroll to Top