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Testimonials
In this world nothing can be said to be certain, except Death and Taxes.
- Benjamin Franklin.
The only two certainties in life are
Death and Taxes.
- Mark Twain.
Tis impossible to be sure of anything but Death and Taxes
- Christopher Bullock.
Simplify The Inevitable
Bookkeeping & CPA services for your small, service-based business.
"I believe that small businesses are the backbone of our economy and the glue of our local communities.
I am committed to your success as a business and would be honored to play a part in your journey!"
About You
A Small Service Based Business
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I specialize in providing accounting services for small service businesses ranging from $50K - $500K in annual revenues.
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Independent Entrepreneurs scaling their operations and small teams with a growth mindset are my priority!
A Time-Strapped Entrepreneur
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For those who insist on accurate and timely record keeping and financials, but simply do not have the time or interest to manage their own accounting - our services are designed for you.
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Focus on your priorities, your passions and your business - AND enjoy comprehensive accounting support that ensures your finances reflect the value of your business.
A QuickBooks Online User
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QuickBooks online is particularly suited for businesses of your size, offering a suite of integrations to allow for transparent reporting and ease of automation.
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As a certified QuickBooks Online Pro-Advisor, I am uniquely suited to work with businesses using QB as their foundational accounting software.
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If you do not currently utilize QuickBooks Online - no worries! I will onboard your business to QuickBooks Online, as well as include the monthly QuickBooks subscription, pro-bono!
#1. Gather Financial Data
Collecting necessary financial records, which may include include bank statements, receipts, invoices, and other financial information required to accurately track your monthly financial activity!
#2. Inputting Financial Data
Once I have the financial information I need, the process of inputting your data into your accounting software begins. I highly recommend use of QuickBooks Online, which is included in all pricing packages!
#3. Categorizing your transactions
We'll categorize all of your transactions into relevant categories, specific to your chart of accounts - to provide easy tracking and analysis, and provide you the information required to help you understand your spending and earning patterns.
#4. Reconcile Bank Statements
Matching your accounting records with bank statements to ensure accuracy, identifying and resolving any discrepancies for a true financial picture.
#5. Ask Any Necessary Questions
Should any questions arise during the bookkeeping process, I'll reach out for clarification to guarantee the accuracy of your financial records.
#6. Deliver Tax-ready Financials
Receive error-free, tax ready financial statements sent straight to your inbox each month for use with loans or other business transactions. Viewing these reports will give you the power in making the once tough decisions easy with having our bookkeeping services that will grow your business.