STOP STRESSING OVER FINANCIAL RECORD KEEPING
As a financial bookkeeping expert for over 20 years, Sophia Taylor helps clients to take the stress out of record-keeping, allowing them to focus on what’s important. She is passionate about using her skills and knowledge to help others in her community. Her career success is the culmination of lessons learned in both her professional and personal journeys. Understanding the technical side of management and record-keeping allows her to provide unmatched services, while her personal experiences guide her in the service of people.
To some, bookkeeping is all about paperwork and numbers. For Sophia, however, it is about people. A financial document is more than a collection of words and numbers. It is a piece of a person’s life representing their career, dreams, and the resources with which they care for their family. Financial documents are a vital part of a person’s life, and Sophia never treats them as anything less.
Born and raised in Jamaica before moving to Queens, New York, Sophia has encountered and worked with diverse groups of people, developing strong communication and team-building skills. Her career began at Colonial Decorative Display Company, where she learned bookkeeping under the guidance of a skilled accountant. She brought these skills to Executive Assistant and Office Manager roles with other companies in the early 2000s, before starting S. Taylor Bookkeeping.
To illustrate her dedication to quality service, many of her early clients still work closely with her nearly two decades later. Sophia is happy to serve her clients and takes pride in serving her community. Her community involvement includes work with first responders and their families, as well as partnerships that provide assistance and cultivate opportunities for all people. (See organizations she’s worked with below.)
Overall, Sophia Taylor is a passionate professional with a compassionate heart who strives to bring the very best to everything she does. She is grateful for the opportunities her career has given her and the bonds she has built with her clients. She looks forward to continued growth and the opportunity to help new clients achieve the best in life.
Bookkeeping Services
Bank Reconciliation
The bookkeeper will ensure that transactions in the accounting software match transactions on the bank, credit card, PayPal, and any other financial statements.
Accounts Payable
The bookkeeper will enter all vendor bills. Will be mindful of payment deadlines from each vendor, early payment discounts if available, and submit payment to the vendor.
Managing Bank Feeds
The bookkeeper will manage all bank feeds to link up to the accounting software with the financial institutions, allowing you to see each transaction in real-time.
Tax Preparation
The bookkeeper will serve as a translator between client and accountant.
Accounts Receivable
The bookkeeper will enter estimates or invoices, and record payments against the invoices. The bookkeeper can create invoices, sending them to customers, and preparing statements.
Financial Statements
At the request of the client, the bookkeeper will prepare financial statements; profit and loss statement (P&L), balance sheet and cash flow.
Services
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Bookkeeping
Accurate, reliable, and easy to understand financial records for individuals, entrepreneurs, and small businesses, so you can focus on what you do best while I handle the numbers.
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Notary
Certified and convenient notary public services for affidavits, power of attorney, real estate documents, and more, offered with professionalism, confidentiality, and care.
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Mobile Signing Agent
Trusted and NNA certified for secure loan document signings, including refinances, purchases, and reverse mortgages. Prompt, precise, and fully mobile.
Contact Me
Ready to work with me? Fill out the form to the right or feel free to reach out to me directly:
masotay@icloud.com
(917) 543-5276
My Affiliations
Executive Secretary: The 200 Club of Monmouth County provides financial assistance to first responders of Monmouth County and their families after an in-the-line-of-duty death or serious injury.
Treasurer and Immediate Past President of the North Shore Area Section: The National Council of Negro Women is an “organization of organizations” (comprising 300 campus and community-based sections and 32 national women’s organizations) that enlightens, inspires, and connects more than 2 million women and men.
Treasurer: Bethel A.M.E. Church Freehold is my house of worship, and where I seek spiritual guidance. Our mission is to move beyond the walls of the church to serve the community by meeting its spiritual, social, emotional, and physical needs.
President: Monmouth County Crime Stoppers is a community partnership among the public, law enforcement, and the media that provides an opportunity to report criminal activity anonymously. Cash rewards are offered for information that leads to an arrest.
Member-at-Large & DEI Lead for Scouting America Monmouth Council: As a Member-at-Large and Diversity, Equity, and Inclusion (DEI) Lead for the Council, I work to ensure every youth, regardless of background, feels welcomed, represented, and empowered. I support council-wide initiatives that promote inclusive programming and broaden access to Scouting for underserved communities.
Board of Trustees Member with the VNA Community Health Center: As a proud member of the Board of Trustees for the VNA Community Health Center, I help guide strategic decisions that impact healthcare delivery for vulnerable populations. My role supports the Center’s mission to provide accessible, high-quality care that uplifts individuals and strengthens the communities we serve.