I offer bookkeeping services to help business owners and managers spend more time on the things that make them money and less time being burdened with the day-to-day operations of the business. If you are behind on invoicing, paying bills, or recording your expenses, the pile is only going to grow while you try to figure out where to start. Processes that take you 10 hours a week might only take me 1-2. Call me today to see how I can help you streamline your operations. Here are some examples of ways that I can work with clients...
1. I handle all aspects of the receivables, payables, write checks, and maintain the QuickBooks file on my computer. I print reports as requested or on a specified schedule (income statements, accounts receivable, etc). This is my preferred method, because I can really help to reduce my clients' workload so that they can focus on their business. Workflows are streamlined so duplicated work and error-prone procedures are eliminated. It typically doesn't take too much more time than option #2, but some business owners have trouble handing over this much control, even though it's in their best interest.
2. The client writes checks by hand, processes receivables, and creates invoices, and I do the data entry into QuickBooks after-the-fact. I balance the bank accounts to make sure we haven't missed any deposits or withdrawals. Many of the workflows are duplicated, so the burden on the client is not significantly reduced, but the client gets an accurate accounting system and meaningful reports.
3. Some companies just use me to get them started or to get caught up. I come in, get them set up on QuickBooks, and hand it off to them after a brief training period. I typically build in an hour or two of billing so that I can answer questions as needed and check in once a month or so just to make sure it's optimized for the client's needs.
I can work at the client's location or at my own office, depending on the client's needs. Every client is different, so the engagement is tailored to the client's individual needs. Since I work with a lot of startups with limited capital I'm very careful to keep their costs to a minimum. My goal is to reduce the burden on the client so that they can spend time on the areas of their business that make them money.
1. I handle all aspects of the receivables, payables, write checks, and maintain the QuickBooks file on my computer. I print reports as requested or on a specified schedule (income statements, accounts receivable, etc). This is my preferred method, because I can really help to reduce my clients' workload so that they can focus on their business. Workflows are streamlined so duplicated work and error-prone procedures are eliminated. It typically doesn't take too much more time than option #2, but some business owners have trouble handing over this much control, even though it's in their best interest.
2. The client writes checks by hand, processes receivables, and creates invoices, and I do the data entry into QuickBooks after-the-fact. I balance the bank accounts to make sure we haven't missed any deposits or withdrawals. Many of the workflows are duplicated, so the burden on the client is not significantly reduced, but the client gets an accurate accounting system and meaningful reports.
3. Some companies just use me to get them started or to get caught up. I come in, get them set up on QuickBooks, and hand it off to them after a brief training period. I typically build in an hour or two of billing so that I can answer questions as needed and check in once a month or so just to make sure it's optimized for the client's needs.
I can work at the client's location or at my own office, depending on the client's needs. Every client is different, so the engagement is tailored to the client's individual needs. Since I work with a lot of startups with limited capital I'm very careful to keep their costs to a minimum. My goal is to reduce the burden on the client so that they can spend time on the areas of their business that make them money.
