Over the years I have encountered bookkeepers that just enter what is on the page and never question the nature of the transaction when it does not look right. I care about what happens to my clients and I enjoy watching their businesses grow.
I work with small and mid-size businesses that need bookkeeping services using QuickBooks Online.
I have over 30 years of experience across a wide range of businesses and industries, with clients including film makers, software developers, international trade consultants, private clubs, non profit associations, sports marketing organizations, ecommerce companies, quick service restaurants, IT companies and many more.
Here is an example of how I help businesses:
One of my clients is a business owner who has a profit and not-for-profit business. They spend the majority of their time working on building their organization and serving their clients. At the end of every year they go into panic mode as they realize that they have not been keeping their books up to date. Although they have made sure all their vendors have received payment they are not certain that all of their clients have paid. They have not tracked their expenses and income to see what is working in their business and what is not. All they have been to doing is checking their bank account to make sure they had money so they did not overdraw.
Once again year end rolls around and their accountant is ready for the information to prepare the tax returns. They have not prepared so they send whatever information they have to their accountant. Who in turn tries to piece together what happened during the year. This results in having to pay a higher rate for bookkeeping services and more hours spent in your tax return.
What makes me unique is that I not only make sure my clients books are kept up to date, I work with them to make sure their cash flow is maximized, transactions are legitimate and provide monthly financial statements for review.
Phone / Text: 949 463 8940