Rosie Book LLC

Bookkeeping Services

Heather Trinh

About

Hey! My name's Heather Trinh and I help small business owners free up priceless time, optimize profits, and achieve greater freedom/work-life balance through personalized bookkeeping and accounting services.

You started your business for a reason, but dealing with QuickBooks probably wasn’t part of what you envisioned...My mission is to empower you to confidently take control of your business's finances, find out what the numbers are telling us, and use that information to help you better achieve YOUR goals. I know that keeping the finances in order can be extremely stressful, especially on top of nurturing the rest of your business. I want to help you!

Here's how I stack up:

  • I am certified in QuickBooks Online and am a QuickBooks ProAdvisor

  • I have a B.S.B.A. in Finance & Economics from USA and an M.B.A. with a specialization in Finance from LSU

  • I am Bookkeeper Launch certified

Services

Getting Started

  • Meet to discuss your business and accounting system

  • Start or take over QuickBooks file

  • Organize & input existing transactions to current date

Ongoing Support

  • Download & categorize monthly transactions into QuickBooks

  • Monthly reconciliations to ensure financial software matches bank statements

  • Deliver accurate, detailed monthly financial statements

  • Monthly phone/video call to review financial statements and clarify any questions (30 min.)

  • Serve as liaison between client & accountant, or CPA throughout the year

  • Please note: all bookkeeping is completed from my home office

Services NOT Offered

  • Legal business advice

  • Tax preparation

  • Payroll

  • On-site bookkeeping

Pricing

  • Rosie Book offers potential clients a FREE, absolutely no-obligation, 30 minute consultation to discuss your bookkeeping needs and see if we'd be a good fit to work together

  • Looking for something else? Check out the Digital Bookkeeper Association directory to see other bookkeeping professionals, or, try doing a QuickBooks ProAdvisor search

  • Ready to learn more? To book a free, no-obligation consultation with me please choose a time that is most convenient for you by clicking the button below!