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Your Adding Advantage

Jan Lockie

San Rafael, CA 94903
Phone: 415-717-6830
Email: jan@janlockie.com

Company Description:

Your Adding Advantage offers a unique blend of business and bookkeeping experience. You can count on me to proactively keep your best interests in mind.

Services Offered:

In addition to the full complement of bookkeeping services, I offer:

  • Full Service Payroll
  • Sales and Use Tax Tracking and Compliance
  • Merchant Services Set-Up and Management
  • Budgeting, Cash Flow Management
  • Basic Human Resources
  • Process and Workflow Analysis and Recommendations

We Specialize In:

QuickBooks

Remote Services:

Yes

Additional Information:

Added Value:
24/7 access to your financial information through my secure, private, file sharing portal;
Advanced Certified QuickBooks User and ProAdvisor;
Diamond Level technical support from Intuit’s most experienced associates included for all clients;
Annual attendance at the leading independent Accounting Technology Conference;
Continually researching and testing tools and resources to streamline workflow and improve information reporting;
Completed a 66 hour Basic Tax Preparation Course followed by 6 years working part time at a local tax firm enabling me to interface more effectively with my clients’ tax preparers and to know when to encourage my clients to consult with their tax experts;

Preferred Method of Communication:

Email

How Would You Best Describe Yourself:

Bookkeeper

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