Joy Phelan, Founder
Upbeat, can-do personality with over 12 years of bookkeeping experience and demonstrated expertise in billing, accounts receivable, accounts payable and payroll. QuickBooks ProAdvisor.
Superior analytical skills, work ethic and attention to detail saves my clients thousands of dollars a year.
Recent savings examples from various clients:
$16,000 in contract errors
$4,000 in financial transaction service errors
$3,000 in fraud
$2,000 in other errors
I look forward to bringing this same level of integrity and dedication to your business!
I am not “just” a bookkeeper; I am a problem solver that will help you improve your bottom line. I am dedicated to educating small business owners and helping your business succeed.
Services Include:
Payroll: Calculate pay (hourly, salary, commission, others), write checks, enter pay stubs; direct deposit at no additional charge; payroll taxes – federal and state unemployment forms and income withholding; Social Security and Medicare; year-end W2’s
Accounts Payable: Maintain vendor database; collect W9 certificates; record invoices, reconcile invoices with statements, pay bills; issue checks for signature and mailing; prepare year-end 1099’s.
Accounts Receivable: Maintain customer database; invoicing and statements; add service charges; perform light collections; make and enter all deposits; research payment disputes.
Banking: Manage business checking accounts and credit cards; online banking; bank reconciliation; credit card reconciliations.
Business Management: Account setup, maintenance and backup; sales, usage and property tax forms.
