Keeping your books organized can be overwhelming for any business owner. Let me take the frustration out of staying organized with personalized one-on-one accounting services. I have over a decade of experience working with cafes, restaurants, and retail shops. Working with me will help you to achieve your financial goals as a business owner.

Common Issue: Lack of time/time-consuming.

Solution: As my client, I will keep your books current which enables me to supply you with up-to-date balance sheets and profit and loss statements. Weekly I will input the financial transactions of your business (invoices, bill payments, banking transactions, etc. ) and tell your financial story.

Common Issue: Accounting practices can be confusing. For example, do you know what should be owners draw v. owners equity? How about what is a capital investment vs. contributed capital? How do you record each transaction from invoice to bill payment? Do you need a little help to understand the reports that are generated in Quickbooks?

Solution: With custom one-on-one help, I will not only keep your books current and organized, but I will help you understand the financial truths of your business. We will meet once a month (either in person or via teleconference) and go over in detail your financial statements. This is typical of full cycle bookkeeping.

Common Issue: Financial, it is just too expensive to hire someone.

Solution: I offer services for every price point, it isn’t about adding more work to your plate, it is about working with you to ensure your business is successful and profitable. Let’s ensure you are ready for tax season and as audit ready as possible without creating debt or frustration.

Running a business can be tough, but it is also incredibly rewarding. Any smart business owner knows when to delegate out tasks and when to add more responsibilities to their plate. Let me assist you in making your business goals your reality.

Examples of services offered are (but not limited to) the following:

Set-up and Clean-up of books

Data entry – posting transactions as they have occurred in your business

Bank and Account Reconciliation – done on a monthly basis and including vendors, credit cards, loans, etc.

Preparation of financial reports – for our monthly meeting

Electronic back-ups of your books

Manage cash flow – monthly assessments and recommendations for improvement

*Retainer rate is dependent on company size and weekly bookkeeping needs.*

If you are ready to work together, sign-up for a complimentary 30-minute consultation here and let’s make your accounting frustrations disappear.