I work with your financial institutions to obtain secure, read-only logins, so your information can be accessed confidentially and security with no work from you after the initial setup.
Time spent on paperwork costs you money. Gathering information for your accountant each month is time you cannot spend providing services to your clients.
Bookkeeping is prepared automatically each month without your having to give it a second thought. At the end of the year, I am available to coordinate directly with your tax professional or my recommended tax CPA.
How Does It Work?
Schedule a zoom meeting to discuss your bookkeeping needs and receive a quote.
Provide a list of your accounts and authorization so I can obtain read-only access. Read-only access allows me to view your information but not make changes.
Provide your historical accounting information or permission to work with your previous accountant.
Financial Statements and bank reconciliations are posted to a secure ShareSync portal where you can access the information anytime via your smart phone or computer.
Each year, I can provide information to your tax preparer or you can work with my recommended tax CPA.
Kelly Mattox, CPA
Ms. Mattox has a diverse accounting background with 12 years of experience in tax, real estate, and professional services. She began her career as a tax accountant and later a Wealth Management Analyst at law firm James Bates. Her experience in tax and law provided a solid foundation for a future career in real estate accounting. Ms. Mattox worked as a Property Accountant at Hines, in Houston, TX and as an Assistant Portfolio Manager at Quadrant Real Estate Advisors in Alpharetta, GA. At Quadrant, she worked in a variety of capacities and was responsible for establishing processes and procedures to ensure compliance with client mandates. She managed the accounting and investor reporting function for a portfolio of privately placed debt investments secured by commercial property located in the US and UK. Ms. Mattox has a Bachelor of Business Administration in Accounting and a Master of Accountancy from the University of Georgia. She is also a licensed CPA in the State of Georgia.