Your Path to Financial Clarity & Growth with a QuickBooks ProAdvisor
Smart strategies - driving your success with expert bookkeeping services
About Me
Managing business finances can be overwhelming, but it doesn’t have to be. I help business owners simplify their bookkeeping, uncover hidden savings, and improve cash flow—resulting in an average profit increase of $5K to $10K per year.
Hi, I'm Bhanu Persha, founder of NeatFin Solutions and a certified QuickBooks ProAdvisor. With over a decade in corporate America as a Program Manager, I bring precision, organization, and efficiency to bookkeeping. Whether you need QuickBooks setup, catch-up bookkeeping, or ongoing support, I offer customized solutions to keep your finances clear, accurate, and stress-free.
What sets me apart? A fresh perspective, meticulous attention to detail, and a commitment to personalized service. I believe bookkeeping should be more than just accurate—it should empower you to make smarter financial decisions with confidence. Thanks to cloud technology, I serve clients nationwide, providing reliable bookkeeping support wherever you are.
Beyond numbers, I’m a proud Michigander, wife, and mom who enjoys spending time with my family and helping business owners thrive.
How it Works
Why QuickBooks Online is the Best Choice for Your Business?
At NeatFin Solutions we prefer QuickBooks Online as our go-to accounting platform because it's the industry leader, offering robust features that meet the needs of nearly all businesses. Its seamless integration with various apps—such as time tracking, expense reporting, and online bill pay—creates a more efficient system, improving accuracy while saving time and money with our bookkeeping services.
Contact me immediately for a free evaluation of your books and exclusive new client pricing!
Get a Quote
We will asses your business accounts and provide a monthly or one-time estimate
Let's Work Together
We get started immediately so you have more time and less stress.
Monthly Support
We maintain accurate books, provide ongoing support, & send financial reports each month.
Become a Team
We deliver quality work, ensure outstanding customer service, & prioritize timely communication.
Peace of Mind
We handle the books so you can focus on your business.
Save Money, Save Time
Accounting Software and Set up
Accounting Software and Set up
Accounting Software and Set up
- QuickBooks Online (QBO) Setup and Customization
- Bank and Credit Card Integration
- Personalizing your Business Settings
- Setting up Chart of Accounts
- Customizing Invoice and Report Forms
Books Clean-up & Catch-up
Accounting Software and Set up
Accounting Software and Set up
- Clean-up: We review and fix misclassified transactions, reconcile accounts, and ensure your books are accurate and compliant.
- Catch-up: Falling behind on bookkeeping? We help you get up to date by making sure all of the years transactions are correctly recorded and reconciled. Whether you are behind by a few months or a year, we'll bring your books back on track.
Monthly Bookkeeping Services
Financial Accounting
Financial Accounting
Financial Accounting
- Bank and Credit Card Accounts Integration
- Accurate recording of financial transactions.
- Accounts Payable & Receivable Reconciliation
Accounts Receivable
Financial Accounting
Financial Accounting
- Setup Customer records
- Input and categorization of customers & Sales invoices
- Tracking of payments received.
- Aging Analysis
- Refund Processing
Accounts Payable
Financial Accounting
Accounts Payable
- Setup Vendor records
- Input and categorization of Vendors invoices.
- Tracking of Vendors payments
- Aging Analysis
- Credit Processing
Payroll
Planning and Reports
Accounts Payable
- Run payroll at required frequency-weekly/bi-weekly/ Monthly
- 1099 Contractors filings
- Withholdings & Benefits
- Sales tax accounting and filing
- Maintaining employee records as needed.
Planning and Reports
Planning and Reports
Planning and Reports
- Projects & Estimates
- Profit & Loss (Income Statement)
- Balance Sheet.
- Cash flow Reports
- Customized financial Reports
Closing the Books
Planning and Reports
Planning and Reports
- Monthly
- Quarterly
- Annually
Certification
