Strategy-Driven Bookkeeping for Purpose-Driven Small Businesses
WHY US?
We partner with owners and leaders, like yourself, to up-level your bookkeeping and financial systems. Our services give you the tools to understand your money and be able to make clear, strategic decisions. Our services are designed for small business owners and leaders who want to understand, plan, and make informed decisions. We specialize in the complex, creative, and the sorts of questions that come up for outside-the-box leaders. One of the most powerful benefits of having clean books and accurate reports is that you can start to plan for the future, in a smart, strategic way. WHAT WE DO: Having the numbers on a regular basis is one half of successful business stewardship, knowing what the numbers mean and using them to inform decisions and strategic direction is the other half. We partner with you to ensure you have clean, up-to-date, and accurate financials to allow you to focus on your vision. Our bookkeeping team works virtually, using QuickBooks Online and cloud-based systems. We're proactive communicators, so you'll never have to chase down reports or wonder if your books are up to date. As a strategy-driven service, we provide monthly and quarterly performance reports. You'll receive a report package similar to what a CFO would prepare, providing analysis to better tell the story of your financials. HOW IT WORKS: We work on a monthly cycle, taking care of all reconciliations and reports. All clients have access to a personalized dashboard and receive monthly performance reports which include revenue and profit analysis, cash flow and margin detail, as well as your core P&L and balance sheet reports. Have a question? Your bookkeeper is an email away. We also meet regularly via video call to go over details, and ensure we're synced up with what's happening in your company. At the end of the year, we review and close out the year and work with your accountant to get them everything they need to file your taxes. |
Growing?
Need a new system? Flummoxed by the inevitable bookkeeping conundrums that will come up? We have a whole team that will put their heads together to solve the issue; we're epic at problem solving.
Need a new system? Flummoxed by the inevitable bookkeeping conundrums that will come up? We have a whole team that will put their heads together to solve the issue; we're epic at problem solving.
- Expert U.S. based bookkeepers
- QuickBooks Customization
- Detailed Visual Reports
- Responsive customer support
- Automatic statement imports
- Monthly or weekly bookkeeping
- Cash and accrual accounting
- Login access for your CPA
- Tax season ready financials