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Small Business Accounting Solutions Tailored to You!
Ease Tax Stress & Clarify Your Finances with Personalized CPA Support
PERSONALIZED SOLUTIONS
Let's Get Started
Seeking a fresh perspective on your financial management?
Catering to service providers, online retailers, and product manufacturers, I specialize in tailoring QuickBooks Online to meet your unique needs. Whether transitioning from another accounting system, seeking enhanced functionality from QuickBooks, or moving beyond Excel for cash flow tracking, I'm here to ensure your financial setup is streamlined and effective. Let's redefine your financial picture together.
Let's Get Back on Track
- Are you a little behind on your books?
- Using QuickBooks Online but not really sure the records are accurate or optimized for tax time?
- Tired of paying penalties or late fees?
- Do bank loans or annual audits require our books to be other than cash basis?
- Do you have several revenue and cash streams flowing through multiple sales channels and payment processors? (i.e. Shopify, Amazon, Etsy, Ebay, Square, Clover, etc.)
I can review your current financial picture and help you get caught up and compliant so that you have confidence in your numbers. My thorough process not only brings your books up to date, ensuring tax-ready, but also lays a "clean" foundation for ongoing financial management.
Let's Reclaim Your Time
- Does the thought of managing your books bore or drain you?
- Do you feel rushed at tax time to get your financials submitted to your tax preparer just to be charged a hefty price to get them tax-ready?
- Would you rather spend more time with your family or growing your business and in your zone of genius?
- Have you outsourced this service to others to find quality of work lacking or a one-size-fits-all approach to your business needs?
- Would you want the confidence knowing that your books are handled by only one person in a CPA firm instead of multiple?
I can help take the load off for less than having to hire an employee full-time! I can provide you with customized solutions using my two decades of experience, my dedication to continuous learning and growth, and my commitment to integrity and excellence.
Let's Work Together
- Are there special reporting needs that would really be useful to you for making decisions in your unique business?
- Do your auditors require additional reporting?
- Are there processes within your business that flow around your finances that you would like assistance with tackling through streamlining, such as sales channel or payment processor integrations?
I can work with you on tailored solutions that are a best fit for your needs. Let's do some exploring!
Let's Collaborate as Needed
If you prefer being hands-on in the day-to-day of your business and only need guidance on occasion, I am here to help! Whether it is hand-on training to sharpen your QuickBooks Online skills or needing assistance with understanding your financial data, Let's collaborate!
WHAT TO EXPECT WORKING WITH ME
FREE Discovery Call
This 30-minute session is meant for us to get to know one another and determine if we would be a good fit to work together. It will be an informal screen time that is confidential, and we can talk about how I can possibly help you with your business needs. Knowing the struggles of being a business owner myself, being overwhelmed with deadlines and areas we do not enjoy can be a drain. Let's see if I can help ease that for you!
Assessment of Current Financial Processes
During this phase, I will review your bookkeeping in depth and ask you detailed questions so that I can provide you with the full scope of where your books are and best practices for moving ahead. I will also see if there are processes that I can suggest that may help ease some of the day-to-day stress you or your staff have, whether it be third-party integrations, other tools, or assistance with training.
Tailored Solutions to Meet Your Needs
This will be determined based on your specific business needs. The above section "Personalized Solutions" encompasses an array of services I currently offer to business owners just like you! If there is something you need that I did not mention, let me know as I want to provide the best overall service possible.
