Know your numbers. Own your decisions. Grow your Business

Bookkeepers are responsible for recording the day-to-day transactions. This includes everything from recording the income and expenses, processing payroll, and reconciling bank accounts. We have eyes on your finances constantly and can alert you when something looks out of place, or be available when you have questions throughout the year. Accountants take the financial data prepared by a bookkeeper, analyze it, and use it to give strategic tax advice. They also prepare your annual financial statements and tax returns. Having a clean set of books can save your accountant a lot of time at year end and make their job a lot easier.

Many small business owners start out by doing it themselves, but if any of these statements are true, it might be time to outsource your bookkeeping:

1. Your books are never up to date. An experienced bookkeeper can keep your finances current so it’s one less thing you need to worry about.

2. You have a high volume of transactions. As your business grows, so does the complexity and the likelihood of errors if records aren’t meticulously maintained. A bookkeeper can ensure that all transactions are accurately recorded and properly categorized, reducing the risk of mistakes.

3. You are missing deadlines or finding you aren’t prepared when year-end rolls around.

4. You don’t have enough time to do it yourself. Hiring a bookkeeper can save you a ton of time that could be spent focusing on growing your business.

No, I do not prepare tax returns for individuals or businesses. I prefer to leave that to someone who specializes in tax. However, I can help you claim the expenses you are entitled to and prepare all the documents needed so your accountant can do the taxes at the end of the year.

I charge a fixed monthly fee for bookkeeping services so you always know how much it will be, with no surprises. What that price is depends the size and complexity of your business. If rates need to change for some reason, like inflation or maybe your business has grown a lot recently, I will let you know ahead of time. I do charge hourly for clean up jobs, but the goal will be to get you on a fixed price so it’s easy for you to budget for each month.

Once you fill out my quick intake form,  we’ll book a video call so we can get to know each other, and I can learn about your business and goals and see if we’re a good fit. Next, I’ll do an assessment so I can get a clear picture of what’s involved and provide you with a quote. To get as accurate a quote as possible, it’s most helpful if I can see your current bookkeeping system or if you don’t have one, some current bank statements. Then if we both agree, I’ll get started right away!