Welcome to Bookkeeping By the Brook! My name is Lisa Crocker and I am happy to be able to offer small busines owners and individuals what they need to keep their finances accurate and easy to manage. Keeping track of your business or personal transactions accurately and in a timely manner will provide you with the information you need to make the next business decision that will help maintain or grow your business in a stress-free way.
I studied accounting and finance at Keene State College and Northeastern University, and have 20 years of experience using Quickbooks Desktop and more recently, Quickbooks Online. I can create profit and loss statements for you that will be indispensable in making financial and strategic decisions regarding your business. If you have never set up your finances on an accounting software, I can assist you with initial Quickbooks setup, as well as Quickbooks clean up or catch-up, which is often a need for busy small business owners!
Services Offered:
- Bank and credit card reconciliations (best done monthly)
- Bill paying
- Recording income/payments and bank deposits
- Running financial reports such as Profit and Loss, Statement of Cash Flows, and Balance Sheet
- Track income and expenses for specific projects, and report on same
- Account cleanup
- Initial setup in Quickbooks
How the Service is Provided:
I can do most of this work remotely. Clients may come to my office periodically to provide what is needed to do the work, or I can visit them at their business or home. I am open to working sometime in your office, but most of the work can easily be done from my office. These arrangements can be made based on what your needs are when we meet for an initial consultation.
How to Get Started or Explore Further:
Simply call me at 802-289-7696 or email me at lisa@bookkeepingbythebrook.com to let me you are interested. We will have a short informational coversation about what your needs are, and if I can meet those needs, we can have an initial consultation to delve deeper into your specific needs and determine if we are a good match. This consulation is free.
If I end up needing to review your records or your Quickbooks account in depth to help in determing the scope and level of service needed, there will be an account review fee based on how long this takes. Once I have a general idea of the volume of transactions, the nature/complexity of your finances, as well what state they are currently in, I can provide you with a fee for this review, based on the time that will likely be spent accomplishing this.
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