JHG
Accounting
Services
Your.Success
DELIVERING STRATEGIC Insight
with precision and integrity
Small Business Accounting Dedicated to Your Success.
Services that Support Your Small Business Growth
Monthly Reconciliations
Ensure accuracy of books with monthly reconciliations all bank and credit card accounts.
Invoicing & Bill Payment
Invoicing as needed, ensuring timely and accurate billing. Streamline online bill payment with an owner approval system for efficient expense management.
Financial Statements
Financial statements on monthly, quarterly and annual basis inclusive of review and AJE's necessary to maintain accuracy.
Year-End Close & CPA Coordination
Prepare for year-end tax planning and close in your CPA's preferred format. Collaborate with your CPA on an ongoing basis as questions or issues may arise requiring their expertise.
Strategic:
Cash Flow & Budget Analyses
Cash flow: Assessment on a monthly, quarterly, or as needed basis to ensure the business cash operates smoothly to meets financial obligations. Budget: Provide budget vs actual comparisons as needed to aid in meeting financial goals, decision making and planning.
Accounts Receivable & Payable Management
Manage accounts receivable, including timely collections efforts to prevent overdue accounts. Assist in bill payment decisions that align with cash flow requirements, maintain vendor communication as necessary.
Payroll Management
Interface with payroll service, run reports, address any issues, questions or payroll related concerns. Assist with employee benefit and other payroll related issues.
Essential:
Advanced:
QuickBooks Support
Extensive clean up, setup, and restructuring accounts as needed, proficient QuickBooks Desktop & Online versions.
Data Analysis & Reporting
Data analysis, comprehensive financial reporting for analytical purposes.
Software Migration
Transitioning from one accounting software to another, requiring data adaptations and ensuring a smooth go-live process.
Special Projects
Ownership or Entity Change: Assisting with financial management when a company changes ownership, different fiscal years and accounting methods. Compliance Assistance: Working with insurance and payroll systems to ensure accurate reporting and compliance requirements.
Operational:
QuickBooks Support
Extensive clean up, setup, and restructuring accounts as needed, proficient QuickBooks Desktop & Online versions.
Data Analysis & Reporting
Data analysis, comprehensive financial reporting for analytical purposes.
Software Migration
Transitioning from one accounting software to another, requiring data adaptations and ensuring a smooth go-live process.
Special Projects
Ownership or Entity Change: Assisting with financial management when a company changes ownership, different fiscal years and accounting methods. Compliance Assistance: Working with insurance and payroll systems to ensure accurate reporting and compliance requirements.
Software
• QuickBooks Desktop & Online
• SOS Inventory
• Zoho, Gusto, ADP Run, Paychex Flex
• Extensive knowledge of Microsoft Excel
Remote
All services provided remotely, utilizing the efficiency of online banking, QuickBooks Online, and other cloud-based software solutions. Remote desktop access is also available if needed. This approach ensures accurate and real-time bookkeeping while offering increased accessibility. Readily available for virtual meetings via Zoom and other platforms, providing a convenient 'in-person' experience. This flexibility optimizes your business operations and allows for seamless collaboration.
Availability
Services provided on an hourly basis, scheduled weekly, biweekly, monthly, or on a project-specific basis that best suits your company's needs.
About Joanne Garston
For over 25 years, Joanne has served small businesses in almost every sector, including:
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Consulting
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Architectural
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Advertising
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Graphic Design
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Real Estate
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Non-Profit
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High Tech
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Retail
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Legal
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Medical
With an unwavering eye for precision and accounting best practices, Joanne ensures a company's finances are in perfect order bringing together the skills of a bookkeeper, controller, and CFO, in one dedicated individual.
She is a self-starter with excellent problem-solving abilities, able to assist you in finding the best solutions as issues may arise. She has excellent communication skills and will work closely with you, focusing on any aspect of your company's finances that needs attention be it budgeting, analyses of sales trends, cash flow, job costing, hourly rate structure, QuickBooks clean up, chart of account restructuring to name a few.
Maintaining a strong rapport with your CPA, Joanne communicates effectively, providing all necessary interim and year-end information, performing adjusting journal entries, and ensures a seamless fiscal year closeout, tailored to your CPA's preferences for an efficient tax preparation process.
Joanne will bring enthusiasm, energy, drive, and an unwavering commitment to your success. Her results-driven approach is built upon a foundation of excellence, integrity, knowledge, and proven experience.
What Clients Are Saying...
"Joanne has worked for me for 22 years. She not only handles the monthly tasks of project billing and bill payment, she always keeps me informed on a monthly and as needed basis with what I need to know- cash updates, reports for project costs, year-end planning and projections. She is someone I can rely on completely."
Architectural Firm Owner
"Joanne has been doing the bookkeeping and accounting remotely for my firm this past year. She is a joy to work with. She checks in with me with questions and updates each month. She cleaned up my QuickBooks online file and fixed errors when she took over from the previous accounting service. She is extremely meticulous and accurate."
Consulting Firm Owner
"I am thrilled with Joanne's accounting services. When she started, she very efficiently and carefully cleaned up about 5 years' worth of prior bookkeeping errors. She coordinated closely with my CPA. She shows a level of commitment to my company's books that I've never before experienced."
Engineering Firm Owner
"Joanne stepped in when my partner of many years retired. He had always handled the billing, bill payment, collections and account balancing. She has proven to be a valuable asset to the firm. Billing is up to date, customer payments are on time. She manages the project accounting so whenever I need a status update on a particular job she provides it to me immediately. She is so reliable and capable I am able to concentrate on my work knowing she has the finances covered."
Landscape Architectural Firm Owner
