Bookkeeping is essential for managing your finances effectively. It helps track income and expenses, ensuring that you always have a clear picture of your financial health. With accurate records, you can make informed business decisions, prepare for taxes easily, and identify potential areas for cost savings. Bookkeeping also provides the necessary documentation for loans and audits, giving you peace of mind and financial stability.

I don't prepare taxes for my clients. However, I will work closely with your Tax preparer to make tax season as seamless as possible for you. I can also send some recommendations if you are searching for a CPA!

Passion: I am deeply passionate about helping businesses succeed financially. My dedication ensures that I go the extra mile to provide exceptional bookkeeping services tailored to your unique needs.

Professionalism: With 10 years of corporate accounting experience and a Master's in Professional Accountancy, I bring a high level of expertise and professionalism to every client. My background ensures that your books are managed accurately and efficiently, adhering to the highest standards.

Productivity: My efficient and organized approach to bookkeeping means that I can manage your financial records swiftly and accurately. This allows you to focus on growing your business while having complete confidence in your financial data.

No business is too small for bookkeeping. In fact, small businesses can benefit greatly from keeping accurate financial records. Bookkeeping helps you stay organized, track income and expenses, and make informed decisions that can lead to growth. Whether you're just starting out or looking to scale, proper bookkeeping is essential for managing cash flow, preparing for taxes, and maintaining a clear financial picture.

No need to worry! If your books are a mess, I'm here to help. You don't need to do anything before reaching out. I'll work with you to organize and clean up your financial records, ensuring everything is accurate and up to date. My goal is to make the process as smooth and stress-free as possible, so you can focus on running your business.

Yes, having bookkeeping software can be very helpful for managing your financial records. I work exclusively with Xero, which is a powerful tool for keeping your books organized and accurate. If you don’t already have Xero, I can assist you in setting it up and ensuring you get the most out of its features. This software allows for seamless collaboration and helps streamline your bookkeeping processes, making it easier for you to manage your finances effectively.

We request online access to banks, credit cards, PayPal, and your invoicing system (if separate).

Almost all of these allow a read-only accountant log in and we will help you figure out how to set one up so your data is secure.

This allows us to work efficiently and avoid bothering you for data requests for more information that can be found within these banks/platforms.

Once your books have been set up, we maintain them monthly.

A bookkeeper will be assigned to your account. After the month ends, they will pull your reports and categorize your transactions.

You will received one-email of questions/clarifications where needed and once those questions are answered you'll receive your report with highlights of what the numbers are telling you.

Our base monthly packages start at $400 a month and vary based on your complexities and needs.

When we work together to implement good systems that allow us to deliver high quality, accurate data, most of our clients fall into this minimum.

If you need your books caught up, there will be a one-time set up fee.

You are billed on a monthly auto-pay subscription.