Paper Trail of Western New York

Tonawanda, United States

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Description

Specialties

QuickBooks Consultations

Resume Writing

Business Plan Writing

Rent-​a-​Controller

Bookkeeping

Business Consulting

Most bookkeeping and accounting firms focus on the final outcome-​the tax return, and neglect the very important process of getting there. This full-​service bookkeeping consulting firm also encompasses organization, process improvements, records storage, permanent records management, and staff training. True bookkeeping includes these very important elements in addition to recording financial transactions, and is indeed «keeping the books».

«…because paperless isn’t here yet!» — the marketing tag-​line is the best way to describe this business. Loads of paperwork are daunting no matter where they’re from, so Paper Trail wants to be the «go-​to-​place» for organizing and recording anything on paper. General bookkeeping is the fundamental core of this business; however other services include business plan writing, payroll service, resume writing, document preparation, office organization and more.

History

Established in 2010.

The need was quickly made apparent when the single shareholder worked in the banking industry. There are an incredible number of people who are void of organizational and basic bookkeeping skills. Even professional lawyers or businessmen came in time and again because of misplaced statements, late payments, overdraft fees or just needing help balancing their checkbooks. Most patrons know very little about credit scores, how to protect against identity theft, or just «how» to organize the constant paperwork.

So, the goal or mission of Paper Trail of Western New York is not complicated. It is to solve this widely-​held problem. «Helping businesses and professionals enjoy organized and efficient workplaces for financial success.»

Meet the Business Owner

Janet M.

Business Owner

About Janet Marcel:

Janet has over 12 years experience in bookkeeping and accounting, and 4 years experience as an adult educator; she lives in Buffalo, New York.

Areas of Expertise:

Janet’s special talent for organization is evident in all her work from her bookkeeping to her professional portfolios. She is also known as «The Resume Queen» among her peers.

Certificates:

Intuit QuickBooks Certified User

Notary Public of the State of New York

Microsoft Office Specialist in MS Word 2003 & 2007

New York State Certified Adult Education Instructor

Formerly held Series 6 & 63 Securities Licenses and Life Insurance License