Modern Secretary
Professional Bookkeeping Services
Modern Secretary
"Expert Bookkeeping You Can Trust" - Over 20 Years of Award-Winning Service!
Work on your business, not in it!
We take bookkeeping off your plate so you can focus on your business.
Whether you need a one-time clean-up, quarterly tune-up, or monthly bookkeeping plan, we're here to support you every step of the way.
We’ve proudly helped hundreds of retailers and bike stores nationwide.
Contact us today and let our dedicated team help you achieve the success you’ve been envisioning!
Your Playbook for Success
1
Consultation
Our free bookkeeping consultation is designed to understand your unique needs and provide tailored solutions. We’ll assess your financial processes, identify opportunities for efficiency, and offer expert insights to keep your books organized and stress-free.
2
Proposal & Onboarding
Our customized bookkeeping proposal ensures you get the perfect service solution for your business. Once approved, our smooth onboarding process gets you up and running quickly, with expert guidance every step of the way. Enjoy accurate books, streamlined processes, and more time to focus on your business.
3
We Get The Job Done
Whether you need a one-time clean-up, quarterly check-ups, or full-service monthly bookkeeping, we’ve got you covered. We keep your financials accurate, organized, and up to date—so you can make smart decisions and stay tax-ready. Let us handle the numbers while you focus on growing your business!
Why Choose Modern Secretary?
Modern Secretary has helped hundreds of new retailers and small businesses with point of sale and bookkeeping solutions. Nearly 70% of our clients are brick-and-mortar retailers and bike shops. We help clients to better manage inventory controls while addressing their unique bookkeeping needs. Our preferred point of sale for bike shops is CitrusLime, but we also offer bookkeeping services for LightSpeed users.
We are QuickBooks Certified ProAdvisors with thousands of hours of experience helping people just like you with QuickBooks Online. We strive to give you the best bookkeeping solutions and services for your money. We would love to help you gain insight into your business health, make better decisions and be prepared at tax time.
We have great references and deliver on what we promise.
Expert bookkeeping you can trust
Modern Secretary's bookkeeping service provides visibility into your business through accurate and timely bookkeeping. We provide an organized and efficient way to manage your financial data, so that you can make informed decisions about your business. Our team of qualified bookkeepers has years of experience and are passionate about helping you reach your goals. We offer services that are tailored to your specific needs, and use the latest technology to make bookkeeping easier and more efficient.
With our help, you can get a better understanding of your finances and take control of your business.
✔ Customized Chart of Accounts
Tailored to your business and industry’s needs
✔ Online Banking Integration
Secure bank feeds from each bank and credit card account
✔ Expense Categorization
Ensure all bank and credit card transactions are categorized and recorded to the correct general ledger accounts
✔ Accounts Payable and Receivable
Timely and accurate tracking of payments and invoices
✔ Account Reconciliations
Ensure bank and credit card accounts are reconciled monthly
✔ Inventory Reconciliations
Evaluate and adjust inventory valuation quarterly
✔ Sales Tax and Payroll Tax Reconciliation
Ensure accurate tax reporting by reconciling payments, liabilities, and filings
✔ Month-End Close
Review, organize and prepare financial data for informed decision-making
✔ Financial Reporting
Provide monthly and quarterly financial data reports for clear insights
✔ Year-End Financial Data
Organize and prepare year-end financial data reports to assist your CPA with tax preparation
✔ Streamlined Financial Systems
Integrate bookkeeping and banking tools for efficiency and accuracy
✔ Advanced QuickBooks Expertise
Preferred pricing and seamless software implementation
✔ US-Based Account Manager and Team
Dedicated professionals you can trust
Let's Take Your Business to the Next Level
We've got what you need
We offer personalized bookkeeping service packages to make sure our clients have the best experience possible. Our team is made up of experienced professionals who are passionate about bookkeeping and accounting. If you are looking for an experienced and reliable bookkeeper, look no further.
Advanced QuickBooks Expertise
Preferred pricing and seamless software implementation
Expense Categorization
Review and correctly categorize all bank and credit card transactions
Customized
Chart of Accounts
Tailored to your industry's needs
Account Reconciliation
Ensure accuracy in bank and credit card accounts
Online Banking Integration
Secure bank feeds from each bank and credit card account
Accounts Payable & Receivable
Timely and accurate tracking of payments and invoices
Inventory Reconciliations
Quarterly evaluation and adjustment of inventory valuation
Financial Reporting
Monthly, quarterly and annual financial data for clear insights
Tax Planning and Preparation
Collaboration with your CPA for smooth tax filing
Sales Tax and Payroll Tax Reconciliation
Ensure accurate tax reporting by reconciling payments, liabilities and filings
US-based Account Manager and Team
Dedicated professionals you can trust
Let's Get Started!
Trusted by Companies and Entrepreneurs
Throughout the Country
Amazing Customer Support
"We are so grateful for Christine and her team! They provided exceptional training and ongoing support. Always willing to help!"
Rossi P.
Pedego Electric Bikes - 1 location
5 Star Set-up
"Christine and her team were instrumental in the success of our business launch! We used the Quick-Start set-up services with installation, training, support, the WORKS! We had a successful opening because she took the time to explain the process, hold our hand and "babysit" us when necessary. She has earned EVERY ONE OF THOSE STARS!"
Anon
Retail Store Owner
Flexible and Committed
"Christine and her team at Modern Secretary are truly an essential part of my team. Support doesn't end after training with quick responses to ongoing situations that always tend to arise outside of normal business hours. My business would be lost without Christine Marcin and Modern Secretary on my team."
David B.
Pedego Electric Bikes - 1 location
QuickBooks & POS
"Christine helped me to understand the software. Excellent response time and info. Excellent knowledge Excellent communication Thanks!
Gabi B.
Retail Store Owner
Phenomenal Service
"We rely heavily on the Modern Secretary team. They are always there when we need them the most!"
Jim L.
Pedego Electric Bikes - 4 locations
Highly Recommend
"Christine and her team have been awesome! She was super patient and helpful with training for not only myself, but my employees. Additionally, anytime we have had issues- she always responds promptly and makes sure to help us out! Can't imagine running our business without her! Thanks!!!"
Jon K.
Pedego Electric Bikes - 2 locations