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CLOUD BASED BOOKKEEPING SERVICES
Clear Financial Path
Smarter, More Profitable Business
Effortless Record-Keeping
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WHAT WE OFFER:
SERVICES FOR CLIENTS
MONTHLY & QUARTERLY BOOKKEEPING
No matter the size of your small business, we offer custom bookkeeping packages to fit your business needs. With our knowledge of accounting software, apps, and workflow integration, we will create a bookkeeping system that is efficient, easy, and functional for your business. Visit the services page for more details on monthly & quarterly bookkeeping services.
BOOKKEEPING SETUP & TRAINING
If you prefer to learn and DIY the bookkeeping for your business the right way, we offer a bookkeeping setup and training option. We set up or reconfigure your bookkeeping system, test the system for efficiency, and then teach you how to complete your books every month. Visit the services page for more details on setup and training for DIY bookkeeping.
HISTORICAL RECORD AMENDMENT
We’ve yet to find a set of books we can’t rectify! Historical record amendment is the process of combing through your books within your accounting software and correcting your numbers item-by-item. Whether you need to correct your books for tax filing, catch your books up for the year, or clean up the work of a previous bookkeeper, a historical record amendment will help you achieve a pristine set of books.
Why your business NEEDS a professional bookkeeper:
You’re here for a reason
Maybe bookkeeping is stressful, causing you to lose thousands of dollars every tax season, or simply taking up your valuable time.
Want to know a secret?
Bookkeeping doesn’t have to be a burden!
Knowledge is Power
I will communicate with you so that you understand exactly how your business is doing on a monthly basis. No more guessing or hoping for the best! I will track how much you make and where all your cash is going. This will give you the confidence you need to make better financial decisions for your business.
Don’t sweat tax season!
Imagine going into tax season completely relaxed and prepared. With my help, it really is possible! Your books will be up-to-date and accurate. I will find every deductible business expense and you can be confident that you will not be penalized come tax season.
Do what you’re trained to do…
You have the education and experience it takes to be an animal doctor. When my pup is in bad health, needs immunizations or an exam, I go straight to my veterinarian. I have full confidence that my vet will come to our rescue!
…and I’ll do what I’m trained to do
As a professional bookkeeper, I am trained to take even the messiest books and turn them into an accountant’s (meticulously organized) dream. Trust me, your CPA – and your bank account – will thank you!
Let me help you!
I’m here to solve whatever bookkeeping problems you are facing. (And if I can’t, I have colleagues who surely can and I would be happy to refer you to another expert.)
Schedule a free consultation so that we can have a real conversation about getting your books in order.
What else you need to know?
I go above and beyond basic bookkeeping tasks; I believe communication is key and we will work together to make sure your books are accurate and that you truly understand your business’s financial health. I will provide you with clear, complete and current financial data on a monthly basis so that you will have the ability to make informed management decisions as you grow your practice. Your security is a priority. I only use software and hard disk encryption with top bank-level security. All financial records are kept securely in the cloud through your choice of either Xero or QuickBooks Online accounting software. Documents and financial statements are also collected, stored, and shared on the cloud with 24/7 private access from any device.