Financial Services
Financial services at lifequal
Jennifer Zelen
Jen’s Small Business Solutions Inc.
Small business bookkeeping: tracking of income and expenses, accounts receivable management, bill paying, bank and credit card reconciliations. Remote or on-site at your business; based on number of hours actually needed, replaces the need for staffing in your company. Perfect for solopreneurs!
Setup of new business accounting systems: determine the best financial software for your business, purchase and setup, training of business owner and/or staff on how to use software. Purchase and linking of apps or industry specific software to accounting system. Available for continued or on-demand consulting after setup.
Training in Quickbooks: single or multiple training sessions, available via phone and email for questions in between sessions. Can train remotely or on-site, work with multiple business owners or employees as needed.
Payroll: Set up of employees, payroll system; determination of best payroll system for your business. Assist in setting up timesheet software if appropriate; running of payroll on schedule per your business needs. Can include automated deductions or specific items each payroll. Schedule and create tax deposits and reporting per IRS and state schedules.
Willamette Daily Money Management LLC
Daily money management for individuals and families: Like personal bookkeeping for you or your family, assist with monitoring bank and credit card accounts, bill paying, tracking of income and expenses. Also research and correction of bank or credit card errors, fraud detection. Especially geared for seniors and their caregivers who might need some extra help, and for busy families and professionals for the peace of mind that someone is helping to watch their finances. Budgeting and financial coaching available for those who want to get a handle on their money. We work with CPAs, attorneys, financial advisors and anyone else on your financial team to keep you in the know and in control. Can also do home payrolls and bookkeeping for rental properties.
