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Work Background
Peach Sky Bookkeeping LLCOwner
May. 2022Redondo Beach, California, United StatesWe provide done for you bookkeeping services for the busy service provider and their business. Helping our clients go from financially unsure to empowered CEO with financial clarity, increased profit, and stress free tax time. Through our services, clients: - Go into tax time worry and stress free with accurate financials for their tax preparer. - Able to make informed business decisions to further grow their businesses. - Reclaim the time they used to spend on this task but having us do it for them. Thus, they are able to spend more time with their families and increase their profits. Services listed below: -DFY bookkeeping includes categorizing all income and expense transactions, monthly reconciliations of all bank, credit card, and loan accounts, tax ready financials delivered to your expense monthly along with a recap/breakdown of your numbers. -New account setup in Quickbooks Online or Xero -Cleanup and Catchup Bookkeeping -Consultations and trainings for those DIYing their books. We love helping our clients by taking over the often dreaded task. Are you feeling like your bookkeeping got away from you or have you been ignoring it all together? Then it's time to hire Peach Sky Bookkeeping to help you out! We can't wait to chat with you and get your business finances where they should be!
Murphy and Kress, CPAFull Charge Bookkeeper
Nov. 2015 - Mar. 2023Enter AP multiple times per week, code to appropriate GL accounts, and generate timely payments through various payment methods. Setting up new vendors in Datafaction when needed. Deposit any income received for residuals, profit participations, professional services rendered, partnership income, commissions, etc. Reconcile bank and credit card accounts monthly for multiple clients through downloading activity to Datafaction. Experience creating rules for automatic booking in Datafaction for a more efficient and streamlined process. Maintain enough cash in clients’ accounts to cover all expenses. Request cash from various banking institutions or communicate to clients if cash is needed. Input and code personal checks written by clients via cash disbursements. Generate monthly cash flows and financials to send for clients review. Conduct yearly reconciliation of all income accounts (excluding partnership income) to match year-end W2 and 1099s for accurate tax prep completed by tax representative. Generate monthly payroll for clients’ household employees. File CA DE9 and DE 9c quarterly forms through the EDD website. Complete yearly Schedule H form to assist tax rep. Previously filed forms 941 and 940 for corporate payroll taxes (through in house system). Generate W2’s for clients employees and complete employer W3, issue 1099s to vendors. Book clients' monthly brokerage and IRA account activity via journal entries. Booking dividends and interest, foreign tax paid, and sales and purchases of stocks and bonds.
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