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:
How Would You Best Describe Yourself:
Bookkeeper