we organize your finances so you can focus on growing your busines
Taming your money garden
Taming your money garden
Clear numbers, smart decisions, continuous growth!
Hi! I am Veronica Sampaio, I have over 20 years of experience in financial and administrative services, and I am a QuickBooks certified bookkeeper.
We go above and beyond to empower small businesses, service providers, and individuals on their path to success. We provide comprehensive external financial and administrative organizational services. More than just bookkeeping services and AP/AR, I work closely with clients to develop personalized budgets and cash flow controls, digital document management, and other administrative financial tasks. It is important to us that clients have a clear understanding of their finances without the fuss. Our goal is to help clients gain insight into their financial patterns, strengths and weaknesses. I tidy the numbers, and you focus on your business goals.
During our free consultation, we’ll discuss your business, your financial needs, and the challenges you face. This is an opportunity for me to understand how I can best support you with tailored financial organizational services to help your business thrive
Receiving and organizing financial documents
Setting up accounting software account
Connecting bank and credit card feeds
Assessing the condition of prior records
Includes- revieing, organizing, and correcting your financial records to ensure accuracy and clarity: Catching Up on Transactions, Correcting Errors, Clearing Duplicates, Reconciliations, Organizing Accounts and Generating Clean Financial Reports.
A proper books cleanup sets the foundation for reliable financial records, helping you make informed business decisions with confidence.
Verify that your financial records match your actual bank, credit card statements. This ensures accuracy, prevents errors, and keeps your books up to date. The process includes:
Bank & Credit Card Reconciliation
Identifying & Correcting Errors
Clearing Outstanding Transactions
Ensuring Proper Categorization
Generating Reconciliation Reports
Regular reconciliations help maintain financial accuracy, prevent fraud, and provide a clear picture of your business’s cash flow.
Powerful tool that combines real-time cash flow tracking with future budgeting- a complete financial picture of the Full Year at a Glance
Track Income & Expenses by Category – Organized financial data helps you understand spending patterns and optimize cash flow.
Plan for the Future – Automatically calculates monthly and yearly averages, allowing you to estimate a budget for the upcoming year based on past trends.
Gain Financial Clarity & Control – Identify patterns and anticipate shortfalls.
Each month, I will update and analyze your Cash Flow & Budgeting Spreadsheet to ensure it remains accurate and insightful. This process includes:
Importing information from your account software.
Reviewing Cash Flow Trends – Identifying patterns and potential shortfalls to support proactive decision-making.
Adjusting the Budget Forecast – Refining future projections based on real-time financial performance.
This monthly process keeps your finances organized and ensures accurate reporting.
Professional handling of invoicing and payments to keep financial operations organized and running smoothly.
Accounts Receivable – Issuing, storing, and sending invoices to clients, tracking payments, and following up to ensure timely collection.
Accounts Payable – Receiving, storing, and managing vendor payments, ensuring bills are paid on time while monitoring due dates.
Taking the hassle out of managing your payables and receivables.
This service includes the complete handling of 1099 preparation and filing, ensuring compliance with IRS regulations.
Preparation of 1099 Forms – Gathering necessary information and preparing accurate 1099s.
IRS Filing – Submitting forms electronically to the IRS before the deadline.
Recipient Distribution – Emailing 1099 forms to recipients for their records.
A hassle-free way to meet IRS requirements and keep records in order.
* As a Financial Coordinator, I offer bookkeeping services for both businesses and individuals, including personal bookkeeping to help you gain clarity and control over your money.
Reach out with any questions or to set up a meeting.
Open today | 09:00 am – 05:00 pm |
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VESAM FINANCIAL
Veronica Sampaio
Financial Coordinator, Bookkeeper, Owner
+1 917 868-9395
99 Avenue B, New York, NY 10009
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