CPA Firms in Lodi, CA

LedgerFi is a leading bookkeeping, accounting, and tax firm with clients all across the US. We specialize in providing small business owners the insights that they need to save money on their taxes, stay in compliance with the taxing agencies, identify areas to reduce expenses, and proactively consult on growth opportunities. Our credentialed staff re-imagine the way bookkeeping should be so you can reach your business goals.

Hello!, Thank you for visiting my profile. I do bookkeeping tasks for more than 5 years now and I love what I do. My goal is to see small business owners focus on making how their business grow while I handle the bookkeeping part. I am a certified Quickbooks Online Advanced pro advisor, proficient in MS Excel and can provide a full remote bookkeeping services. To see my reviews, please check out Alignable Network for businesses. Many asks how remote/virtual bookkeeping works. I use apps that integrate well on QBO such as Hubdoc to upload and manage, receipts, bills, and bank statements. A2X for E-commerce Business and Bill pay app to manage AP. Additional applications depend on the type of business needs. Below are some of the few key services I offer but they are not limited to; -General Ledger Clean up and catch up -Quickbooks setup and training -Assisted Payroll -Manage Accounts Receivable/Payable -Monthly Reconciliation, including journal entries i.e depreciation, amortization, payroll JE etc. -Prepare Financial Statements- (Balance Sheet, Profit and loss (Income statement), Statement of Cash Flow) , includes interpretation and advising -Process, track and file year-end 1099 Service Package: One time - Initial setup and clean/catch up using Quickbooks Online for Small Business starting out, and provide a workflow or training to manage your own Bookkeeping moving forward. Monthly Bookkeeping - includes maintenance, bank reconciliation, categorize financial transactions, etc. Services will be tailored according to your type of industry. For more detail information, please send me a message. (web: smartflybookkeepingdotcom)

We pride ourselves on being your trusted advisor for all of you bookkeeping, payroll, and training needs. We have over 30 years of experience as a QuickBooks ProAdvisor and are here ready to help!

I am a remote quickbooks certified bookkeeper. I have clients all over the US and one in London. I have been doing bookkeeping for 20 years. I have 16 years of quickbooks experience and have business clients in several different industries; lawyers, housing contractors, hair salon, doctors, online sales, event planners, app developers, advertising agencies and locksmiths.