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!