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Services We Provide

We will organize and maintain the financial side of your business, including preparing all reports needed by your tax accountant. Computerized bookkeeping services remotely, on-site or in our office include:

QuickBooks Setup and Customization
QuickBooks Training
QuickBooks Troubleshooting
Posting of checks and deposits
Posting of Credit Card transactions
Reconcile all bank and credit card accounts monthly
Maintain all loan balances to current statements
Record Payroll entries (from outsource payroll company)
Record Bills to be paid (as needed accrual basis)
Invoice Customers (as needed accrual basis)
Weekly or monthly status reports to advise you of Customer/Vendor account balances
Financial reports — standard reports customized to your particular company needs
Provide your accountant with a complete file of your records for proper year end tax planning
Posting of year end adjustments to agree with accountants year end balances

Our Staff

Joanne M. Resnick CPB

Certified Public Bookkeeper / Advanced Certified ProAdvisor with Quickbooks® / Director of Education & Training at Bookkeeping Resources, LLC.

Joanne has over 35 years of experience as an accounting professional and educator in training for Quickbooks®. Many CPA firms throughout Rhode Island and Massachusetts refer Joanne to their clients for bookkeeping services and training in Quickbooks® both Online and Desktop versions.

Her primary focus is coaching her clients and organizing their financial records to help implement cash flow controls. Ultimately, the client will save tax dollars and maximize their time to concentrate on future business growth.

Joanne has attained the distinction of  Quickbooks Advanced Certified ProAdvisor ® Accounting Software and offers services in both consulting and training for Quickbooks® desktop and online versions.  She is also a member of the National Association of Professional Bookkeepers and the American Institute of Professional Bookkeepers..

For more than 35 years, Joanne has held a variety of positions in financial and administrative services, working in a freelance capacity. Joanne is most appreciated by her loyal clients for her personalized interest in their individual needs, impeccable honesty, and concentration on accuracy.

Kate C. Resnick, CPB

Certified Public Bookkeeper / Advanced Certified ProAdvisor with Quickbooks® / Assistant of Education and Training of Quickbooks® at Bookkeeping Resources, LLC.

Kate has several years of experience as an accounting professional. She attained her Bachelors at Bridgewater State University in Criminal Justice and worked as a Legal Manager at a law firm for many years before deciding to pivot her career and become a Certified Public Bookkeeper. Her background and knowledge as a paralegal serves our clients well in the legal profession. She enjoys working with law firms, small businesses and individuals in need of training and instructions with Quickbooks®.

Her primary focus is setting up and managing our Quickbooks Online® and Quickbooks Desktop® clients as well as 1:1 training and instruction in Quickbooks®. Kate has worked with accountants and clients in all phases of bookkeeping.

Kate is proud to be a Quickbooks Advanced Certified ProAdvisor ® She maintains her certifications regularly in order to stay up to date on any new features and updates offered by Quickbooks®. Being a ProAdvisor allows us to offer you promotions and discounts when you purchase software from Quickbooks®.

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