Betty Palmer

Are you looking for a detail-oriented financial professional to streamline your books and provide actionable insights? I provide comprehensive bookkeeping and financial analysis services designed to keep your business audit-ready and profitable. With expert-level proficiency in QuickBooks (Online & Desktop), I help business owners move away from messy spreadsheets and into organized, automated financial systems.
Key Services Provided:
Full-Cycle Bookkeeping: Recording daily transactions, accounts payable/receivable, and general ledger maintenance.
Bank Reconciliation: Ensuring your bank, credit card, and PayPal statements match your books perfectly every month.
Financial Reporting: Preparing monthly Profit & Loss statements, Balance Sheets, and Cash Flow statements.
QuickBooks Setup & Cleanup: Initial account configuration, Chart of Accounts optimization, or fixing historical bookkeeping errors.
Financial Analysis: Analyzing trends, identifying cost-saving opportunities, and providing budget vs. actual comparisons.
Tax Readiness: Working closely with your CPA to ensure all deductions are captured and your year-end filing is seamless.
Why Choose Me?
Accuracy Guaranteed: I have a "zero-error" mindset when it comes to financial data.
Tech-Savvy: Expert in integrating QuickBooks with third-party apps like Hubdoc, Bill.com, and Shopify.
Confidential & Secure: I prioritize the security of your financial data and adhere to strict privacy standards.
Proactive Communication: You won't just get reports; you’ll get explanations on what the numbers mean for your growth.
Software Proficiency:
QuickBooks (Certified ProAdvisor)
Xero / Zoho Books
Microsoft Excel (Advanced: VLOOKUPs, Pivot Tables)
Google Sheets
Suggested Skills to Tag:
When the platform asks you to select Skills, make sure to check these from your earlier list:
Accounting
Bookkeeping
Quickbooks
Finance
Data Analytics
Bank Reconciliation
Excel
Financial Analysis