Starting a business is a lot of work, and it often seems like every where you turn there is something new you didn’t know about and something new you need to buy to be successful. It can all be overwhelming and confusing. Accounts, websites, marketing, inventory, and especially finances. Finances definitely fall into the overwhelming and confusing category. The goal of a business is to make money but there is a lot more involved in business financials than just making money. So let’s start at the beginning.

What is a bookkeeper and why do I need one?

In its simplest form, it seems a bookkeeper just tracks all the incoming and out going money within a business. But, it’s more than keeping track of how much you make and how much you spent. Their job is to keep everything organized in a way that allows you, the client, can easily see your financial data is various formats to help you better run your business.

For example, if you were to only track income and expenses (the money you spend) but not compare the two you wouldn’t know if you were under pricing your products (spending more to create them than you charge for them). This would be disastrous for your business and would put you out of business quickly.

That is where a bookkeeper comes in. They not only record and track your business income and expenses but they analyze everything and show you how to better understand your businesses finances as well as how to use them to grow your business efficiently and effectively.

Finances can be a scary thing, add in the word taxes and it can be down right intimidating. Bookkeepers understand your unique tax situation and set up your finances in away that will be the most beneficial to you come tax season.

You maybe thinking, can I wait to hire a bookkeeper until I am more established? Yes, of course you can but not setting up and operating your businesses finances correctly from the start could prove to be a costly mistake later on.

Starting things out right is always better than fixing mistakes and trying to play catch up in the long run, especially when money is involved.

Bookkeepers are experts in both finances and tax setup making them a vital part of any new business venture.

How does this bookkeeping process work?

It may sound daunting but rest assured we will handle everything and make the entire process as painless and easy as possible. During the setup stage we will work together to gain access to all needed accounts for tracking income and expenses, I will then set up your free Quick Books account to keep all of your financial data organized and secure for you to access whenever you need it. After this all you have to do is submit receipts as you acquire them, through email or the Quick Books app, making your finances easy and simple. That is it. We take care of it all from there, tracking everything and providing you with an in depth look at your business financials each and every month.

Worried about the “access” we will have? Rest assured we wont be able to go on spending sprees with your credit cards. All of your accounts will be linked to Quick Books allowing us to see statements, keep your books up-to-date and pay approved bills but we wont have access to anything outside of Quick Books, keeping your finances securely in your hands.

What’s Next?

Step #1: Info session

In this 30 minute zoom session we will go over all you business needs and identify if we are the right fit for your business.

Step #2: Quick Books Setup Session

After we have all the needed info we work together to set up your Quick Books Online account. Most of the heavy lifting we be on our end. This quick zoom session will be used to go over the account, how to navigate the program and app, as well as answering any questions.

That’s it! 2 easy steps and you are ready to go. So, are you ready to get started?

Book your info session now!