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.