Never Again Be Stressed Out By Your Bookkeeping
Why Choose Us
Our Biggest Goal Is To Give You Your Time Back
Get Your Time Back
Time is your most valuable asset, and my job is for you to gain some time back while my team takes over the bookkeeping work.
We Are Here For You
My team and I works hard on keeping your books organized and clean, while you can enjoy you free time.
No hiden fees
My name is my brand, I value that more than anything. I make sure that every proposal is well explained and detailed.
Maximize Your Profitability
We provide tailored solutions to help you optimize your financial strategies, minimize risks, and identify opportunities for growth.
Classified Transactions
Maintaining accurate and current records of financial transactions for your specific bookkeeping needs.
Always Accurate
This may include creating a chart of accounts, using accounting software, and ensuring all transactions are properly documented and verified. Regular reviews and reconciliations.
"She keeps all the books in order and has improved the business in expects, especially financially. She plans, organize, direct, and control resources to achieve the company specific goals."
-Natalia Raggi
Are you tired of spending countless hours managing your business finances?
With our comprehensive Small Business Bookkeeping Service, we handle all the nitty-gritty details, ensuring your financial records are accurate, organized, and up-to-date.
Here's what we offer:
We meticulously categorize all your transactions, making it easy for you to track your expenses and identify areas where you can save money or optimize your spending.
We provide expert guidance on allocating profits, helping you make informed decisions about reinvesting in your business, paying yourself, or saving for future growth.
We’ll assist you in developing a customized budget that aligns with your business goals. By tracking your income and expenses, we can help you stay on track and make data-driven financial decisions.
If you have specific projects or initiatives within your business, we can provide detailed tracking to monitor the financial progress and performance of each project.
Our team will reconcile your accounts, ensuring that your bank statements and financial records match. This helps detect any discrepancies or errors, giving you peace of mind knowing your financials are accurate.
We believe in keeping our clients well-informed. Each month, we’ll schedule a meeting with you to go over your financial report, explaining the key insights and answering any questions you may have.
In addition to our core services, we can also manage your accounts receivable and accounts payable, ensuring that invoices are sent and tracked promptly, and bills are paid on time, maintaining healthy cash flow.
At Renata's Bookkeeping, we are committed to delivering accurate, reliable, and Personalized Bookkeeping Services that cater to the unique needs of your business. With us by your side, you can focus on what truly matters - growing your business and achieving your goals.
Ready to reclaim your time and gain financial clarity?
Small Bussines Start-Up
- Benchmarking
- Budgeting
- Branding Advisory
- Select Business Structure
- Register Your Business Name
QuickBooks Setup/Catch Up
- Chart Of Accounts Set Up
- Categorized And Organized Transactions
- Reconciled Accounts
- Connect Your Bank
- Quickbooks Settings For Your Business
- Set Up Customers and Vendors
Do It Yourself
Renata's Bookeeping Tracker For Small Business
- Monthly Overview
- Annual Overview
- Income Tracker
- Expense Tracker
- Easy Set Up
- Budget Proffit Goals
Frequently Asked Questions
Bookkeeping is more than taxes.
Yes, bookkeeping is a necessary piece of the tax puzzle. And yes, bookkeeping allows you to maximize your write-offs and lower your tax bill.
But bookkeeping is so much more than that!
To name a few (aside from the obvious tax benefits), bookkeeping:
- provides you with a clear view of your finances
- lets you focus your business strategy and plan for the future
- helps you save AND generate more money
- protects you in an audit
- helps you obtain a loan
- catches errors and fraud
- makes your life as a business owner so much easier
- AND SO MUCH MORE!
It is typically best for small businesses to hire a bookkeeper when they need to keep track of their finances on a regular basis, such as tracking expenses, invoices, and income. This should happen as soon as the business starts to generate income and expenses. A bookkeeper can help to ensure that all of the business’s financial information is accurate and up-to-date. Additionally, the bookkeeper can provide valuable insight into the financial health of the business, which can help to inform decisions about the future of the business.
Doing your own bookkeeping is certainly an option. However, it may not be the best use of your time and money considering that there are qualified professionals available to do it for you. Just like changing your own oil and cutting your own hair may not be the most efficient use of your skills and resources, doing your own bookkeeping may be more trouble than it is worth.
Absolutely, your accounts are secure and safe with us. We do not possess direct access to your financial institutions, so you can rest assured that your information is secure. However, if you prefer, you may grant us read only access to your accounts to retrieve any necessary statements or other information. Alternatively, you may also choose to manually provide us with any needed documents.
Transactions
Recording & classifying transactions
Attaching & matching receipts
Adjusting entries
Cleaning up discrepancies
Allocations
Transfers between accounts
Reconciliations
Reconcile bank accounts and credit cards
Assets, liabilities, payable accounts
Loans
Reports
Generation of financial reports
Monthly meetings via Zoom to discuss financial reports
Proactive advice based on financial reports
Advisory
Educating the client on processes to better their business
Supportive services for questions and situations
Discussion regarding financial health
It is essential to maintain a steady and vigilant eye on the financial side of your business. You are ultimately responsible for all transactions, taxes, paperwork, business decisions, etc. Nonetheless, you are not alone – we are here to support you on your journey as an entrepreneur.
We are committed to providing you with accurate and up-to-date financial records to ensure that your business stays on track. We are available to answer any questions you may have via phone, text, and email within 24 hours during our normal business hours. If you need more in-depth assistance, please don’t hesitate to schedule an appointment with one of our team members. We look forward to helping you keep your business in good health.
No, we do not handle taxes for you. But we’re happy to refer you to some of our favorite tax preparers!
When to hire help is one of the most common questions we get asked!
Most businesses focus on hiring tasks out that will help generate more revenue for the business but that isn’t always the best place to focus on getting help.
If any of these statements resonate with you, it’s likely time to hire some help:
- Your books are never up to date
- Your accountant does your bookkeeping (and is charging a lot for it!)
- Tax time is extremely stressful
- You constantly miss out on big tax deductions
- Your cash flow is unpredictable
- You have no idea how much to pay in estimated taxes
- Sales have increased but your profits haven’t
- You have no clear financial picture
- You aren’t paying yourself
We love messy books!
No, really! I’m going to nerd out for a minute.
Deep diving into messy books is why I do my job.
I know that messy books feel overwhelming and make you anxious!
When I see unorganized books, I see a challenge. It’s like a puzzle to me, and I want to help you put together the pieces of your business!
Absolutely not! The last thing I want is for you to be stuck paying for something you either can’t afford or don’t want.
That simply would not sit right with me.
My client’s have the option to cancel their monthly bookkeeping at any time.
Stay in the know
Do Not Miss Any Tip
- Taxes
- New Courses
- Bookkeeping Tips
- Financial Freedom
- Discounts