Expert Accounting Services & Reliable Monthly Bookkeeping for Small Businesses
Expert Accounting Services & Reliable Monthly Bookkeeping for Small Businesses
Do you need help keeping your small business finances organized and up-to-date?
Would you like to see monthly financial reports—no surprises at year-end or tax time?
Want to replace many overwhelming hours of bookkeeping frustration with profitable actions to benefit your business instead?
When it comes to your business,
you don’t know what you don’t know.
And that’s okay! But it can also be really unsettling—a persistent feeling of dread that keeps you up at night and follows you around all day.
𝒀𝑶𝑼 𝑫𝑶 𝑲𝑵𝑶𝑾...
✅ you want to be more successful than you are.
✅ you want to understand your financials.
✅ heck, you want some consistent financials to even look at, let alone understand!
✅ you don’t have enough spare time in a day to run your business AND keep up with all the number stuff too.
✅ you’d much rather be spending your precious time with your family, friends, and hobbies!
I’ve been there, friend. Truly.
It’s the worst feeling.
I have a bachelor’s degree in business management and more than 20 years’ accounting experience, and yes, even I struggled with getting a handle on my financials.
💯 There’s always something else to do for someone else, am I right?
Taking care of one’s financials is sort of like neglected self-care that you know you should be doing, you know it’s good for you, yet you just can’t seem to prioritize it because…reasons! <gestures wildly at all.the.things>
𝑫𝑶𝑬𝑺 𝑻𝑯𝑰𝑺 𝑺𝑶𝑼𝑵𝑫 𝑭𝑨𝑴𝑰𝑳𝑰𝑨𝑹?
❓ You feel overwhelmed.
❓ You aspire to greatness…or at least some improvement.
❓ You’re ready to be unstuck.
❓ You don’t know how.
You already know that “if you put your mind to it, you can accomplish anything.” (Anyone a Back to the Future fan? 😉)
You’ve created a business! Conjured it from a mere thought. And a whole heck of a lot of effort too, of course.
Sometimes, though, it’s in your best interest to delegate tasks, right?
𝑰 𝑯𝑨𝑽𝑬 𝑨 𝑺𝑶𝑳𝑼𝑻𝑰𝑶𝑵 𝑭𝑶𝑹 𝑬𝑵𝑻𝑹𝑬𝑷𝑹𝑬𝑵𝑬𝑼𝑹𝑺 𝑳𝑰𝑲𝑬 𝒀𝑶𝑼.
Through my diligent and reliable attention to detail, I help small business owners:
🏆 see what they’ve never seen in their financials.
🏆 make informed decisions.
🏆 build confidence and a more solid business foundation.
𝑾𝑯𝒀 𝑰 𝑫𝑶 𝑻𝑯𝑰𝑺 𝑾𝑶𝑹𝑲:
🌟 Because I know I can help so many people! 🌟
Listen. I’m a bookkeeper. I’m an accountant. I’m even a book editor!
But I strive to be so much more than all of those.
💞 Heart-centered and purpose-driven. I lead with empathy and encouragement. I educate. I support. 💞
𝑹𝑬𝑨𝑫𝒀 𝑻𝑶 𝑮𝑨𝑰𝑵 𝑪𝑳𝑨𝑹𝑰𝑻𝒀?
💡 Let’s work together to get your numbers in order. I’m here to help you. 💡
📨 Contact me below!
P.S. I have gifts for you! No strings attached. See the Downloads section below for some useful, free digital downloads/printables.
Visit my other website to see more small business client testimonials about what it's like to work with me.
I have extensive software expertise in healthcare accounting services and monthly bookkeeping in MatrixCare and PointClickCare.
Have another task? Just ask! Let me help keep your small business finances organized and your business running smoothly.
Do you need help to get your small business finances organized and up-to-date? I'm your gal! Send your accounting work my way, and I'll have it cleaned up and ready for you to move forward in no time.
Don't have the time to DIY? I provide done-for-you QuickBooks Online set-up.
Rest assured that your monthly rate will be flat and fair, no surprises. What we agree to in your contract is what you'll pay.
Rates as low as $299 per month, depending on the frequency, volume, and complexity of accounting services needed.
Use my cost calculator for an instant estimate, or send me a message for a free custom quote.
Still have some questions? I have the answers! See my detailed frequently asked questions section.
I will get back to you by email within 48 business hours, excluding weekends and U.S. holidays.
(Please check your spam or junk mail folders.)
Once a monthly rate is agreed upon, you will receive an accounting services contract to sign electronically and a New Client Checklist. With that information, I will design a suitable workflow and timeline that will reliably keep your small business finances organized and up-to-date. You'll always know what to expect and when to expect it.
Looking forward to working with you!
Here's a monthly bookkeeping checklist for you to use! (A colorful one for digital use, and a simple one for printing on paper.)
I've also added a journal for self-assessing your small business needs.
Please contact me if you cannot find an answer to your question.
No, I will not have (nor do I want!) direct access to or control of your accounts. You can either link them to QuickBooks for automatic transaction data downloads, or else you can send me the monthly statements as PDF files for me to manually enter the transactions, whichever you are most comfortable with.
After our contract is signed, I will assist you with securely connecting your relevant financial accounts to QuickBooks, if that is the method you choose.
I will then categorize your transactions, reconcile your accounts, and produce your financial statements. I may make adjustments to your books to ensure accuracy; every action is automatically recorded.
Occasionally, I might need further information from you in order to categorize a transaction properly, but generally, I do my best to keep bookkeeping as hands-off as possible for you.
You can also send me a message whenever you'd like. I'll usually respond to clients within one business day, excluding weekends and holidays. There's no extra fee for support—I'm always happy to help.
When money comes in to your business (or is expected), or when money goes out, those transactions must be properly categorized in particular income or expense accounts on your financial statement. Some of them are very straightforward, like if you purchase fuel for a work vehicle, while others require a little extra attention, such as purchasing the work vehicle itself, which may require special accounts to be created on your financial statements for the car loan and related payments or for depreciation purposes. It's important to keep transactions organized as they happen throughout the year; trying to remember or piece together a year's worth of information at tax time is daunting!
Reconciliation means that nothing is missing and everything is accounted for in your business books.
In other words, I will use your bank, loan, and/or credit card statements to ensure that all transactions are appropriately recorded in your business's monthly financial statements.
When accounts are reconciled, that means that there aren't any discrepancies between your bank/loan/credit card accounts and your financials. Everything matches!
Financial statements include multiple reports that show the financial health of your business.
The Profit and Loss (P&L) statement will show your revenue (money earned) and expenses (money spent). The difference between the two is your profit (the money you have left over) or your loss (the money you've overspent).
The Balance Sheet shows your business's assets (positive things that benefit your business, like cash in the bank) and its liabilities (like loans you owe). Ultimately, it can show the overall value of your business.
Between these two reports, you can make informed decisions—for example, pricing your services or making purchases.
No. But I will ensure that your payroll data is appropriately recorded in your financials.
No. But I will create and send out your 1099 forms, if that is part of our contract.
No. If electronic invoicing is a contracted service you choose, I will send the initial invoice, and possibly schedule whatever automatic email reminders that QB offers, but I will not otherwise contact your clients or customers for payment. Please see my Communication Policy below for further information.
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