Teri can work with you in your office or by using remote software. Teri works with small businesses and entrepeneurs all over the United States.

Her many services:
Set up a chart of accounts designed for your business
Perform quarterly reviews
Review yearly entries prior to submission to your CPA
QuickBooks™ training (suited to your individual learning style)
Assistance with non-cash entries
Availability as an ongoing resource
Off-site bookkeeper for those that don’t want to do their own bookkeeping
Data entry done by trained bookkeeper
Direct oversite to ensure an accurate product by Teri
Beginning QuickBooks™
Job costing
Other financial recordkeeping topics as requested
Financial Coaching
In addition to working with QuickBooks™, Teri also offers her clients financial coaching. Once you have your QuickBooks™ set up, she helps you use that information to assist you increasing the financial future of your dreams.
Tax Preparation
Teri is also a Licensed Tax Preparer in the State of California. She prepares individual tax returns for federal and all 50 states.