By letting me do your books, you have more time and energy to focus on the aspects of your business that you love and that generate revenue.

Bookkeeping provides clarity on where your money is going. With my services, you'll always be up-to-date on your financials, receiving regular snapshots, highlights, and insights into your business's performance.

This empowerment allows you to concentrate on being the visionary for your business, striving to surpass your profit goals and continuously driving your success. 

No business is too small for bookkeeping! Building a successful business that supports the lifestyle you envision starts with knowing where your money is going. By tracking sales, costs, and profits, you can make informed decisions to achieve your goals. You may be small today, but you have big dreams. I handle your numbers so you can focus on your growth.

No! Your business is your expertise. Numbers are mine. Part of the on-boarding process is to get you a clean set of books either from the first day of business or the first day of the current year. This is part of the process and I am here to help you. 

You don't need to have a bookkeeping software already. If you do, I will take a look and see what we can do to avoid too many changes.

Sometimes it is easier to start with a clean slate, so don't worry if you don't have one yet! I will guide you as to the best fit for your needs and help get you set up.

My preferred software is Xero but I can work with QuickBooks Online depending on your business needs. 

I will need online access to banks, credit cards, your invoicing system, and any other platform in which your money is flowing through.

Typically, all of these allow a read-only accountant log in and I will help you figure out how to set one up so that your data is secure.

By providing me access, this allows me to work efficiently and avoid bothering you for data requests or more information that is available within these banks/platforms.

Once your books have been set up, I maintain them monthly. After the month ends, I will categorize your transactions and reconcile your bank accounts within the accounting software. I will send you one e-mail of questions/clarifications where needed. Once those questions are answered, you will receive a report packet that includes your balance sheet, profit and loss statement, as well as highlights from the month. I strive to have your books completed by the 15th of the month.

My base monthly fee is fixed and varies based on the complexities of your business and needs. If you need your books caught up, there will be a one-time clean-up fee. You are billed on a monthly auto-pay subscription.