Services

Is a bookkeeper really a good hire?

There are two ways to look at this.

DIY Bookkeeping may be manageable for a short period of time, but in the long run, you may be hurting your future more than propelling it forward. Many entrepreneurs have a reactive approach to their financials which allows much room for error.

“Every day is a bank account, and time is our currency. No one is rich, no one is poor. We’ve got 24 hours each.”

Christopher Rice

We believe in taking a proactive approach, ensuring that we are laying the building blocks to provide a foundation for success.

Consider these factors:

• Life is short. Do you want to spend your free time organizing receipts? If so, congratulations – you may be a bookkeeper! If not, there are many more productive ways to make use of your time and talents. Let us free up that time so you can get back to doing the things that you love.
• Have we mentioned that life is short? Think of the things you still want to accomplish and be intentional about making them happen! Whether your future goals include traveling the globe, launching a new business, or spending more time at home relaxing with those you love, a good bookkeeper can save you money and increase profits, allowing you more freedom to pursue your dreams.

Does Your Business Need a Bookkeeper?

Do you fit our ideal client profile?

• Are you a small business owner who is too busy categorizing transactions to focus on other parts of your business like marketing, recruiting, or staffing?
• Do you spend more than 5 hours per month on bookkeeping tasks?
• Have your sales increased, but your profits remained the same?
• Are you behind on sending out invoices, or collecting accounts receivables?
• Are you stashing your bills and receipts in a shameful shoebox on your desk?
• Do you scramble at year-end to get your books ready for tax time?
• Are you currently using QuickBooks Online, or would you like to make the switch?
• Would you like access to an expert who can provide clarity on where you can improve?

If this sounds like you, WE CAN HELP! In a few quick and easy steps, we can set up, clean up, or keep up your books! You can look forward to:

• Tax-ready financials that are clean and accurate
• Organized and accessible documents in QuickBooks Online
• Easy to use bill payment integration
• An approachable budget to keep you on track
• Access to an expert who will teach you what you need to know, without the confusing financial jargon

Ready to get started? Let’s connect! A quick phone call or email will help assess our best course of action to propel you into success!

From reconciling your books to helping you project for the future, we understand the financial needs of your business.

Have questions about the overall health of your financials? This is a great place to start! Though we won’t dust your pottery collection or wash your windows, we will make sure your books are squeaky clean. Bonus? Your tax professional will thank you for eliminating the shoebox full of coffee-stained receipts.

Monthly Bookkeeping

Forget about missed payments, cash flow woes, and tedious tax planning! We’ll keep your accounts reconciled and deliver monthly reports so that you’re better informed to make important business decisions.

Financial Statements
(with Monthly Calls!)

Knowing how your business is performing is critical, but financial reports can be hard to interpret. We’ll have a one-hour phone consultation each month to review your Balance Sheet, Income Statement, and your Statement of Cash Flows. With this data, we can provide insight as to how to bring more profit to your bottom line–resulting in more money in your pocket.

Financial Coaching – Money Guide

Budget forecasting and benchmarking are two crucial areas that many small business owners often overlook, resulting in a loss of profits and stagnant growth. With our help, we can create a budget that will keep you on track, allowing you to meet your objectives and goals for the year.

Using the extensive data we collect, we will then complete a yearly benchmarking analysis and make a comparison of the results in order to assess your company’s overall competitiveness, efficiency, and productivity.