About Lazy Days Bookkeeping

 With 25 years of extensive experience in bookkeeping, I have honed my skills in managing financial operations that drive business success. Specializing in QuickBooks Online, I adeptly handle accounts receivable and accounts payable, ensuring meticulous reconciliation and accuracy in financial reporting.

My expertise extends to integrating accounting software with CRM systems, optimizing workflows and enhancing data visibility for informed decision-making. I pride myself on my attention to detail and my ability to adapt to the unique needs of each client, providing tailored solutions that streamline processes and improve efficiency.

Passionate about helping businesses thrive, I am dedicated to delivering reliable financial management that empowers my clients to focus on their core operations. Let’s collaborate to elevate your financial strategies and achieve your business goals! 

 Our account reconciliation services focus on aligning client accounts between your Customer Relationship Management (CRM) system and QuickBooks. This process is crucial for maintaining accurate financial records and ensuring that all transactions are properly accounted for.

We provide a thorough reconciliation service that involves comparing account balances, invoices, and payment records between the CRM and QuickBooks. Our team meticulously identifies and resolves discrepancies, ensuring that both systems reflect consistent and accurate financial data.

By bridging the gap between your CRM and QuickBooks, we enhance your financial reporting and streamline your operations. This not only improves data accuracy but also provides insights into customer transactions, helping you make informed business decisions. Trust us to keep your financial records in sync, enabling you to focus on growing your business and serving your clients effectively. 

•  QuickBooks Online 
•  CRM Software
•  Bank & credit card statements
• Vendor & client accounts

• Accurate, line-by-line reconciliation
• Identification and correction of discrepancies
• Transparent reporting you can trust
• Seamless integration support between accounting systems

•  Save valuable time
• Reduce costly errors
• Gain confidence in your financial records
• Expert support tailored to your business