Bookkeeping is the process of tracking the financial activity of a business which ultimately results in a deliverable such as an Income Statement. 

Without knowing your numbers, running a business would be nearly impossible. Bookkeeping provides business owners with the tools to make confident financial decisions and manage the cash inflows and outflows of their company.

Absolutely! I understand that accounting can be simple enough, until it's not. It's easy to get in over our heads but that is where we come in. Cleaning up your books is where we excel. As part of our initial discovery call, we will take a look at your current set of books and make a suggestion on next steps. A clean up service is a main component of our onboarding process and a necessary component to provide you with the tools you need to run your business. 

Yes, yes, and yes. If you are serious about your business then you need to be serious about your numbers. Not only do you need to understand how much money you are making but you need to know how much of it you are keeping. 

Not to mention, it is a requirement of the IRS to keep accurate records for tax reporting purposes. Without bookkeeping it is so easy to miss out on valuable deductions to lower that tax bill come the end of the year. 

I am a licensed CPA with a Masters in Tax and over 13 years of experience in the field. I have a wide range of experiences ranging from traditional tax and accounting to budgeting and forecasting. 

But not only do I have the technical knowledge to ensure you receive a quality product, but I pride myself on being approachable, empathetic, and compassionate. I understand that accounting for many is a thorn in their side and I truly enjoy taking my time to ensure my clients understand their numbers. 

Once we have decided to work together, our basic monthly package will include a 90 minute onboarding call. During this call I will gather all of the information I need from you, such as access to bank accounts, your current accounting platform or excel sheet, and get all questions answered that either of us may have. 

Once your books are all set up, we will review the current financial statements with you to confirm presentation. We want to ensure your financials will be a useful tool you actually use! 

On a monthly basis we will record all of your income and expenses, reconcile your accounts to ensure accuracy, and send any questions we may have via email. Once we receive those answers, we will finish up the books, generate your reports and send them over to you by the 15th of  each month.