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Traditionally accounting and bookkeeping services are transactional – do the books, prepare the taxes, etc. Numbers in, numbers out, and you pay a fee.  But what about profit? What if at the end of the day, by working with your accountant or bookkeeper you actually fattened your wallet? My firm does just that.

Yes… we are excellent at bookkeeping and accounting, but you should expect that from anyone you work with. What makes us different is that we drive profitability in your business.
We are certified in the Profit First method, have direct hands-on experience increasing the profits for multiple businesses, and have access to profit specialists throughout the globe. What this means is we have the strategies to make your business more profitable than it has ever been before.
I do not charge an hourly rate, and here’s why. The biggest issue with hourly billing is you have no idea how much the job will be until the bill is received. I don’t think that is fair on you. You deserve to know in advance how much the job will cost and what it entails. As a modern & progressive bookkeeper, I work with my clients to develop a package specifically tailored to their needs resulting in a fixed monthly price based on those needs.
That’s the beauty of hiring me, you don’t need any. I have a system in place that is so streamlined you will never have a shoebox of receipts to sort come tax season again. In fact, filing taxes will seem so easy you will wonder why you didn’t do this sooner.
Short answer, No.
Long answer, if you have an accountant that you are comfortable with, I am more than happy to collaborate with them at year need to ensure your numbers are filed correctly. If not, I’d be happy to refer you to a few accountants that are within my circle of trusted colleagues.

Tools/Apps

Owning a bookkeeping and tax preparation business I've had the pleasure of working with business owners in different stages of the small business journey. I've educated a multitude of topics and the three self paced courses you see listed here are the heavy hitters of the most commonly asked questions. I've developed these three courses with the small business owner in mind, regardless of where you are in your journey you will find a course that suits your needs.

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Cash Flow Training

The outcome of this course is to empower you to manage your cash inflows and outflows so you can make solid financial decisions for your business.  I firmly believe you can have anything you want in life if you plan your cash by asking the questions: when is cash received and when should I spend it?

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Quickbooks

Not ready to hire a bookkeeper but want a good start?  Step-by-step, how to use QBO for your business.

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Tax Preparation Checklist & Spreadsheet

The Tax Prep Checklist will give you information about what you need for your personal taxes. The Tax Prep Checklist spreadsheet will help you track your income and expenses each month. And finally the Profit & Loss report will give you a quick glance on how much money you are actually making each month. 

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