top of page
Calculator

MATRIX
Bookkeeping $ervices, LLC

Small Business & Elder-Care Bookkeeping Specialist

When it’s time for a Personal Bookkeeping Professional...

Your small business requires your full focus on services or product to continue to grow. Your elderly parents or family member now counts on you to protect their finances. I’m here with the help you need for your business and family to thrive;  your personal bookkeeping professional.

AFFORDABLE

LOCAL

ACCURATE

RESPONSIVE

Small Business Services

SMALL BUSINESS SERVICES

A personal bookkeeper is there to optimize your business operations for the stability you need to generate ongoing expansion, profits and success!

I’ll work with you to build a personalized program that covers all your major bookkeeping needs so you can embrace your business future with confidence.

Customized Service That is Priced Right for You!

CHART OF ACCOUNTS

This is where your financial small-business efficiency starts.  I’ll chart all your accounts, providing an accurate, consistent view of your business health with a complete listing of all assets, revenues, liability, etc., clearly categorized & presented.

BILL PAY PROCESSING

Your business integrity depends on prompt, accurate bill payment to ensure  access to the best vendors and providers in the business.  I’ll set up a bookkeeping system that makes the process transparent.

CUSTOMER INVOICING

Sadly, this isn’t always an automatic one-and-done. As your personal bookkeeper I’ll stay on top of billing for a weekly review of client invoices and balances outstanding, for timely follow-up and a balanced ledger.

ACCOUNT RECONCILIATIONS

Every month, your accounts will be fully reconciled, ensuring that all business transactions are correctly represented, to provide an accurate picture of your financial health and a secure foundation for future planning.

REPORTING

An income statement and balance sheet will be provided on a monthly basis as well as quarterly, and year-end, for an ongoing, comprehensive report of your profitability to guide decision-making and business success.   

TAX DOCUMENT ORGANIZATION

It’s time to take the worry out of tax time for you.  I’ll build a portfolio of all the necessary documentation and prepare you or your CPA for stress-free filing.

I'm Good with Numbers!

CPA

30

Years of Experience

MBA

Senior Services

SENIOR SERVICES

You may not be aware, but taking over your older loved one’s daily financial needs, means more than just balancing a checkbook.

Stepping in to manage their financial activity requires constant monitoring of bank accounts, expenses, credit card transactions and more.

As your personal bookkeeping professional, I’ll speak with you at your convenience so that you can be confidant that your loved one's finances are taken care of, giving both more quality time together.

Comprehensive and Affordable!

REGULAR CHECKBOOK BALANCING

Each month, I’ll review all checkbook transactions to confirm accurate cash flow and assure seniors that their checkbook is balanced. In this way, any anomalies are immediately flagged for quick attention. 

BILL PAY SETUP & MAINTENANCE

Medical billing and Insurance premiums.  Checking and savings accounts.  Cable subscriptions, cell phones, monthly residential fees….  Who knew there would still be so much, (or more!), to manage in the retirement years.  I’ll set up and maintain a seamless system for automatic bill payment each month.  

CREDIT CARD RECONCILIATION

One credit card or many, it’s essential that purchases are verified each month and that the balance is paid on time. I’ll review and reconcile all credit card statements for peace of mind and a safe credit score. 

INCOME & EXPENSE TRACKING

I’ll draw up a budget based on your loved one’s monthly income and expenses and track that all cash sources and expenditures are accounted for.

TAX DOCUMENT ORGANIZATION

Tax season can be harrowing so I’ll collect and organize all documentation required for tension-free, year-end tax filing.

About

ABOUT ME

Hi, I'm Sonia Grunwald!

I'm here to simplify your life, boost your small business, or make life more comfortable for your dear seniors through my seamless bookkeeping services.

 

Living amidst the natural beauty of northwest New Jersey, I understand family and small businesses are the heartbeat of our communities.

I owe my strong work ethic to my parents who emigrated from Eastern Europe when I was a young child to build a better future. The challenges they overcame shaped my life, inspiring me to launch my own business to serve my community after a rewarding corporate accounting career.

Giving back means a lot to me. My volunteer work has included Compassionate Care Hospice, Pass It Along, and Project Self-Sufficiency.

I ensure my professional bookkeeping rates are affordable, catering to small businesses and our valuable seniors alike.

I personally handle every task, ensuring consistent quality service. Looking forward to meeting you for a free consultation to discuss your bookkeeping needs!

Contact me today!

DF81CCFB-8F33-45A1-84FB-307010F7F66A.heic

PROFESSIONAL EXPERIENCE & EDUCATION

CERTIFIED PUBLIC ACCOUNTANT, CPA

SENIOR ACCOUNTING MANAGER, AVAYA

ACCOUNTING MANAGER,
AT&T

B.A. ECONOMICS
RUTGERS UNIVERSITY

M.B.A. FAIRLEIGH
DICKINSON
UNIVERSITY

Contact

CONTACT

Let’s Work Together!

Sparta NJ, 07871

Tel: ‪(973) 512-8196

  • LinkedIn

Thank You!  I'll be in touch!

bottom of page