At some point in the life of a business, most people find that the day to day details of running it don’t leave enough time to focus on expanding and improving it. Managing the financial aspects can become so burdensome that they require more time than you can spare - from basic tasks like unpaid bills, clients who haven’t been invoiced and un-reconciled bank accounts, to bigger issues like understanding where your income is being spent or whether or not you have enough cash flow to hire that much-needed new employee. Geeta Badkar, Inc. was formed with the intent of helping small businesses and individuals manage their financial responsibilities. As a certified QuickBooks Pro Advisor and bookkeeper with nearly fifteen years CFO and bookkeeping experience, I can help get your business in order – from QuickBooks set up or consultation, to data cleanup and entry, to report preparation and analysis – so that you can spend less time on the tedious financial nuts and bolts, and more time focusing on getting your business to where you always dreamed it would be. 

I can provide some or all of the services listed below, on site or off, depending upon your individual needs.

QuickBooks Advice, Set Up & Training

Bank, Credit Card & Petty Cash Account Reconciliation

Accounts Payable & Receivable

• Enter purchase orders, vendor bills/credits
• Track payments due/bill payment
• Invoice clients
• Track customer payments received

Report Preparation & Analysis

• Profit & Loss statements
• Balance Sheets
• Customer/job expense reports
• Payroll summaries
• 1099 reporting
  

Budgeting/Cash Flow Management

• Budget creation
• Review of budget allocations vs. actual spending

Systems/Workflow Analysis

• Help in designing work flow and filing systems that support your needs and maximize your efficiency

Year-End Tax Help/CPA Liaison

• Preparation of year-end reports for tax filings
• Work with your CPA as needed, and integrate their suggestions to ensure your company is operating to its best tax advantage