When’s the right time to hire a bookkeeping partner? +
Every business owner has unique needs and goals, however, here are some common signs that it might be time to bring on someone to assist with your books: If your business is expanding rapidly and you’re struggling to keep up; You’re spending too much time on administrative tasks rather than focusing on income producing activities; You’re consistently finding errors in your financial records or missing deadlines; Tax season is a stressful time of scrambling to gather all the data to file taxes; You have new financial reporting requirements from a bank or organization; Or you simply are ready to gain a better understanding of your business’ financial health and performance.
I still don’t get it. What is bookkeeping and why is it important for my business? +
Bookkeeping is like keeping a detailed diary of all the money activity that happens in a business – things like money coming in, money going out, money owed, and other financial activities. It’s extremely important for business owners to understand how well their business is doing financially, keep track of whether they’re making or losing money, and make sure they follow all the rules about taxes. The only way to accomplish this is by keeping a regular pulse on all money transactions.
What software do you specialize in? +
We specialize in QuickBooks Online, the industry-leading, cloud-based accounting software that offers flexibility, accessibility, and robust features to effectively manage your financial data. Our expertise in QuickBooks Online allows us to provide efficient and tailored solutions to meet your accounting needs and streamline your financial processes. We work with additional industry-specific software and payment processors such as JobTread, AppFolio, Little Green Light, Wise, Square, Stripe, Gusto, QB Payroll, etc.
What industries do you specialize in serving? +
Our firm has experience working across a diverse range of industries. We specialize in professional services, studios (ie: dance), trucking, real estate, realtors/property managers, trades (ie: lawn care), construction (ie: job costing), nonprofit organizations (ie: grant management), and churches. We leverage our industry expertise to provide relevant insights and strategic recommendations tailored to your specific sector.
Are you available to your clients? My last firm was hard to get a hold of. +
At our firm, we prioritize accessibility and convenience for our clients by offering multiple communication channels. Whether it’s a quick question, an urgent matter, or a detailed discussion, we’re readily available through texting, our secure client portal, emails, and phone/Zoom calls. This multi-channel approach ensures that clients can reach us in the manner most convenient for them, whether they’re on the go or at their desk. We understand the importance of timely and responsive communication, and we’re committed to providing exceptional service and support.
Can you help me with tax preparation? +
While we have previously provided tax preparation services, several years ago we found that our true passion was providing accounting services for small to mid-sized businesses, which is a quality over quantity approach. While we still have the experience and expertise that comes from the tax preparation field, we are able to focus our efforts, services, and continuing education on accounting only instead of the ever-changing landscape of income taxes. Now, we partner with either your current provider, or help you locate a trusted partner for tax preparation and planning. On our end, we ensure that your financial records are accurate, timely and provide support during tax filing season to help answer your tax pros questions – alleviating pressure from you to have all the answers.
How do you ensure the security and confidentiality of my financial information? +
We take data security and confidentiality seriously. Our firm employs robust security measures to protect your sensitive financial data, including industry-leading encryption, restricted access protocols, and adherence to industry best practices.
Where’s the best place to start? +
Getting started is simple! Reach out through the inquiry form on the website to schedule a free consultation. During the consultation, we’ll discuss your specific needs, tailor our services to match your requirements, and outline the next steps for onboarding and collaboration.