Corporate Bookkeeper Specializing in Structuring Small Businesses
As a professional bookkeeper with over 20 years of experience, I have developed a meticulous eye for financial detail and assist in structuring the small business.
As a Bookkeeper, I have developed a steadfast commitment to the core elements of the growth and success of any business. This is particularly true for small businesses and those that are just starting out. It’s also what makes a real business stand out. Bookkeeping gives business owners the knowledge they need to make the right financial decisions through financial reports, month-end financial reports, quarterly financial reports, year-end reports, and profit and loss statements
About Tracy Nance
A bookkeeper with experience in small business finance management. She started her career at a small general contracting company in their accounting department then moved on to a larger subcontracting firm where she is second in command along with being Human Resources Director in charge of over 30 employees, payroll, and employee general compliances and practices. She started her own bookkeeping and rental property businesses while still working her full-time job. Her achievements include streamlining accounting processes for many small businesses and assisting in structuring them to help open up business lines of credit and funding.
Mission
To help entrepreneurs and small businesses with their financial goals to achieve levels they never knew existed. To understand financially where their business stands and how to improve it.
Services
- General bookkeeping services: Know financially where your business stands and where it needs improvement.
- Set Up business structures and help to see if you should register as:
- Sole Proprietorship
- Limited Liability Co. (LLC)
- S-Corp
- Set up EIN number, Dun & Brandstreet account (keeps track of your business credit score).
- Set up vendors with only using EIN number for your business (assist in establishing business credit).
- Other assistance with your business registering from bank account to BOI registration.
Private Policy and Terms
- Confidentiality
Both parties agree to keep all confidential information, such as financial records, client lists, and business practices, private. Neither party can disclose this information to a third party without the other party's written consent.
- Data security
The bookkeeper must take reasonable precautions to protect the client's financial data from unauthorized access.
- Client responsibility
The client is responsible for providing the bookkeeper with all necessary documentation and access to accounting systems. The client is also responsible for ensuring that the financial information they provide is accurate.
Other terms and conditions that might be included in a bookkeeping contract template are: Payment terms, Time frame, Termination clause, and Contact information.