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Services: Services

CUSTOM FULL-SERVICE BOOKKEEPING SOLUTIONS

Simplifying Your Life

As your full charge bookkeeper, we will work with you directly to build the exact level of service that suits you and your budget. Whether you still want to be part of your bookkeeping processes or you just never want to have to see another number again (except your paycheck!), we will develop a process together that leaves you feeling confident.

 

Some things you can expect, whatever this solution looks like for your business:

  • You will always know that your books are 100% accurate and ready for tax time. 

  • We will work directly with our Enrolled Agent or your external accountant/CPA to get your taxes prepared in a timely fashion.

  • Outsourcing your bookkeeping to me means dedicated, individualized service at an affordable rate - never feel like you’re just another $ to your CPA firm.

  • We will always be ready to assist you or provide answers to your questions about business performance.

BUSINESS AND PERSONAL TAX PREPARATION

Alleviating Stress

With an Enrolled Agent on your side, you're always in capable hands for tax prep or other tax-related issues.

 

How we're here to help:

  • We welcome your tax questions, large or small, throughout the year to prepare for tax time.

  • We won't leave you questioning whether you did your taxes correctly or missed out on deductions - you can count on our thorough analysis of your personalized tax situation.

  • When you use our internal bookkeeping and tax prep services, turnaround times are quick. No waiting for the last minute!

VIRTUAL CFO SERVICES

Peace Of Mind

A virtual CFO will utilize a range of services to collect data for creating long and short-term financial forecasts, managing cash flow, conducting financial analysis, and establishing company-wide Key Performance Indicators (KPIs).

A virtual CFO can provide various services, such as:

  • ​Financial Reporting

  • Business strategy 

  • Bookkeeping

  • Financial planning 

  • Identifying market trends

  •  KPI tracking and analysis

TRAINING & SUPPORT FOR QUICKBOOKS

Enabling Growth

With our team of QuickBooks ProAdvisors, we offer flexible training and support for QuickBooks that’s tailored to your current level of knowledge and what you want to accomplish. We can spend as much or as little time as you need and you won’t find yourself locked into a contract or paying high rates just for simple questions. Our goal is to lend support in the most effective way for each individual or business.

Here are some examples of what that might entail:

  • We can teach you how to use the software and build good workflows to manage it yourself. Or if you’re comfortable enough to handle the execution, we’ll be there for questions as they arise along the way.

  • We're passionate about sharing knowledge and helping you feel comfortable understanding your finances and the systems you’re using to track them. Not to be cliché, but there’s really no such thing as a stupid question! You can reach out anytime about anything - we're always ready to help.

  • We can help you set up your new business correctly and can help you build a Chart of Accounts that makes sense for your business and makes reporting easy to understand

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