Our approach
We focus on:
Your Needs
Personalize
Results
You’re investing in ME as your bookkeeping professional. In return, I’m investing in YOU! I’m more than just a bookkeeping professional; I’m your ally.
Step 1: Analyze
First, we work with you to clarify your goals. Next, we do a deep dive analysis of where you are now with your practice finances. Only when this is complete and there is complete clarity for you and for us do we move onto...
Step 2: Customize
Next, we get busy creating custom bookkeeping to fulfill your goals. This includes creating financial reporting that is: a) small business specific, b) simple to understand and c) helps us all to see how we can...
Step 3: Optimize
Bookkeeping is historical. Optimization means that we study the past to affect positive change on future finances. This is us helping you to meet and exceed your income goals. This requires ever-changing plans for you to thrive.
Services Overview
Monthly Bookkeeping
Payroll Management
Catch-Up
If you’ve fallen behind on your books, we can have your books caught up in no time.
Clean-Up
Making sense out of your data, so you can get organized.
Book a session now!
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