Bookkeepers fill an important role for every business. They maintain the general ledger and record all accounting data. They organize financial transactions and perform reconciliations to catch and correct discrepancies. They manage accounts payable and accounts receivable, maintain inventory, and manage payroll. They prepare tax data and keep businesses in compliance with federal and state laws and regulations. And at the end of every month they'll provide the standard Profit & Loss and Balance Sheet reports, providing a snapshot of the business' performance and financial standing.

This is all great stuff. Every business needs to report their income (or losses) and pay their taxes.

In today's competitive world, however, business owners need more than just balanced books and monthly reports. You need real-time information to monitor your business's performance to make quicker, better-informed decisions. More importantly, you need customized reporting to track specific metrics that are important to your business.

So, what do I offer you beyond the standard bookkeeping activities?

With me you'll have a client-centric bookkeeper. More than just knowing your financials, I'll be focused on your business and where you want to take it. We'll discuss your short- and long-term goals and develop a financial plan to get there. I'll provide up-to-the-minute financial information, allowing you to monitor your financial position daily and track progress on your plan.

How much profit did you make this month? How does it compare to last month? Last year?
What's your profit margin? Are you making money because you're working harder or because your business is more efficient?
What percentage of your revenue is going towards overheads?
Which parts of your business are making you the most money? Which parts aren't?
Who still owes you payment on invoices? Who do you still owe payment to?
How does your business compare to similar businesses in your industry?

If you don't know the answer to all of these questions off the top of your head then we have some work to do. We will identify Key Performance Indicators (KPIs) to quickly answer these questions and any other questions you have about your business's performance. I will provide custom reporting to track and measure these metrics throughout the year, empowering you to spot concerns early on and adjust proactively. Tracking these key financial figures will allow you to stay competitive long-term and meet your financial goals.

Schedule a FREE 30-minute phone consultation

Let's talk about how affordable it is for me to handle your monthly bookkeeping needs. Click the button below to select a day and time that works for you and immediately schedule it on our calendars!

My passion is providing business owners with the financial information they need to grow their business and maximize their profitability. While I'm based in Orange County, CA, I work with small businesses across the United States by leveraging the latest in cloud technology. Quickbooks Online is the bookkeeping platform at the center of virtually everything I do as its functionality, security, and integration with other apps is superior to every other bookkeeping solution on the market.

Your bookkeeping is probably one of the following situations:

1. You're not doing it at all. At the end of the year you dump everything on your accountant and they clean it up while they're preparing your taxes. Did you know that bookkeepers save businesses an average of $5,000 per year by preventing errors in records that result in higher taxes, payments, and penalties, and higher interest amounts. You may be missing out on these savings, while also paying your accountant a much higher fee to do all of this cleanup for you.

2. You're doing it yourself. Impressive, that in addition to performing the work you specialize in and being a business owner that you're also bookkeeping. You have three jobs! Business owners spend an average of 60 hours per year managing their own books. Wouldn't this time be better spent focusing on generating revenue? Or enjoying some personal or family time that you work so hard for?

3. You have a bookkeeper. Great, you're further ahead than many! But are they simply doing the basic bookkeeping tasks? Or are they truly intimate with your business and providing you the tools and information you need to track your key metrics and truly grow and succeed?

Don't ignore your books until tax season and definitely don't keep your books yourself. That isn't why you started your business! Let's work together. I'll do what I do best, and you can stay focused on what you do best. You can follow your dreams and we will grow your business together!