Hello and welcome!

 

So you’ve done it! You’ve followed your entrepreneurial dream to open your own business. Spending your days doing what you love, making a positive contribution by sharing your gifts with the world, having only yourself to answer to – amazing! (Or maybe you run a nonprofit. If so, click here.)

In the beginning, your business was simple. You made a little money, spent a little money, and hoped there was something left in your account at the end of the month.

But things have changed since then and hope is not enough. There is more money coming in, and a lot more going out, and things are starting to slip through the cracks. You’re having to put out fires (hopefully while they are still small) and your beloved heart’s work, the reason why you started this in the first place, is being neglected. Your clients are not getting the best of you because you are so run down.  

It’s become too much to handle and you need help.

And that’s where we come in.

 

Our mission is for you to know that you are not alone.

 

We will be your financial buddies. Your trusted partners. Your intelligent friends. Someone who’s got your back!

But don’t think that we will just do the work for you and let you off the hook. We will take care of all the bookkeeping, sure, and then we will make sure you understand everything that’s going on, in a fun way, so that you can make better informed decisions for your business.

Where do you want to be in a year? In 5 years? In 10 years? We will work on your goals together and we will keep you accountable for what you say you are going to do. No more procrastination. We’re going to get this $hi% done!

 

You’ve got this!

Imagine:

 

  • Feeling empowered, motivated and excited to do your work.
  • Knowing how much profit you made last month versus last year.
  • Not stressing about taxes and knowing how to minimize them.
  • Never having to pay late fees.
  • Always knowing where your business stands.
  • Knowing who you owe and who owes you.
  • Knowing exactly what you’re spending your money on every month.
  • Being able to make clear choices in line with your financial plan.
  • Knowing how you compare to others in your industry.
  • Paying yourself enough so you can go on that vacation, buy that new car, or whatever else you want to manifest!

Your numbers tell a story.

What kind of story would you like that to be?

 

Services

 Monthly Bookkeeping Services include:

  • Recording and categorizing income/expense transactions
  • Monthly reconciliations of bank and credit cards
  • Receipt management
  • Accounts Payable/Accounts Receivable (invoicing and paying bills)
  • Prepare and review monthly financial reports
  • Communication with Tax Preparer as-needed
  • Unlimited email support and monthly check-in

Other services:

  • Historical clean-up and catch-up
  • Payroll 
  • Year-end 1099’s
  • Accounting software training
  • QBO Account setup