KM Personal Assistance and Bookkeeping, LLC
offers a wide variety of bookkeeping and administrative services.
Bookkeeping Services
- Tracking income and expenses for individuals using Quickbooks and Quicken
- Coordinating with accountants to prepare information needed for annual tax return filings
- Generating invoices on behalf of business clients
- Creating monthly reports for clients on their income, expenses, and budgets
- Making bill payments and tracking recurring expenses to ensure that all bills are paid on time
Administrative services
- Assisting clients with organizational projects
- Creating and maintaining digital inventories of personal property for appraisals
- Updating paper and electronic filing systems
- Coordinating business and personal appointments and travel plans
- Scheduling medical appointments and coordinating health insurance filings