Bookkeeping Services for Marin County

Iona Frajman has been providing Marin County with a wide variety of bookkeeping services, as well as consulting, teaching, project and office management for over twenty years. She will help determine your unique requirements and the best solution to meet your needs. Iona can work onsite or remotely. Billing can be hourly or a fixed fee so you can budget your monthly bookkeeping expenses. Below is a list of many of the practical services Iona performs for her clients.

CREATE EFFICIENT USER-FRIENDLY SYSTEMS

Setup a new or cleanup and streamline an existing system to provide a clear understanding of cash flow, identify all tax deductions, and allow for smooth year-end tax filing.

INSTALL & SETUP QUICKBOOKS

Assist in choosing, installing and setting up the appropriate QuickBooks software and creating a customized solution.

TRACK INCOME & FOLLOW UP

Track income, invoice customers, track invoice job costs, post payments received, send periodic overdue reminders to ensure that you get paid in a timely manner.

PAY VENDOR & TAX BILLS

Pay vendor and tax bills on time to avoid penalties and maintain good credit ratings, track payments due for accurate planning and budgeting.

RECONCILE BANK & CREDIT CARD ACCOUNTS

Reconcile all bank and credit card accounts to provide an accurate picture of bank balances and cash flow and catch errors before problems arise.

PAYROLL, PAYROLL TAXES

Calculate payroll and payroll taxes, file quarterly and annual tax reports, fulfill Workers’ Compensation requirements.

SALES TAX

Setup QuickBooks to track taxable items and sales tax owed, calculate and pay sales tax.

INVENTORY TRACKING

Set up and track inventory quantities, profitability, and usage.

FINANCIAL REPORTS

INTERNAL FINANCIAL REPORTS provide an accurate picture of cash flow and account balances, identify which services and products are most profitable, help see trends and trim costs, identify which customers are not paying, track inventory quantities, and provide budgets and forecasts.

EXTERNAL FINANCIAL REPORTS to tax agencies, and when applying for mortgages, loans, and credit, as well as to inform shareholders and investors.

MANAGE PROJECTS

Manage administrative and operational projects, communications with tax agencies, banks, tech support representatives, vendors, and customers.

TEACHING & CONSULTING

Teach practical, day-to-day uses of QuickBooks including how to make the best use of reports, the necessary steps for accurate bookkeeping and tax preparation.

PERSONAL BOOKKEEPING

Pay bills, track expenses and income, track investments, reconcile accounts, generate financial reports required for mortgages, loans, and credit applications.