
My name is Wendy Phoenix, and I am excited to help you with your small business bookkeeping. I live in McMinnville, Oregon with my husband and two small kids. I have worked as a small business bookkeeper specializing in wine finance, operations, and sales logistics for over ten years and have a BBA from Boise State University. I would be happy to provide client or CPA references at anytime to verify my quality of work.
Basic Monthly Bookkeeping includes:
- Maintain QuickBooks Online account data
- Accept bank sync’d transactions twice per month
- Reconcile balance sheet accounts monthly
- Communication with you and your CPA as needed
- Send financial reports out as requested
- Notary
Add on services are charged hourly as requested:
- QuickBooks set up, clean up, or catch up – no matter how behind you are in your bookkeeping!
- Payroll set up
- Accounts payable / Accounts receivable
- Journal Entries as needed
- Filing 1099’s annually in January
Email me to set up a time to talk! Greenbookkeepingllc@gmail.com
Please also feel free to review my LinkedIn profile
I happily offer a one hour free virtual or phone consultation to any new clients!*