mission statement
Let me handle the day-to-day so you can focus on growing your business.
My mission is to provide satisfaction and financial peace of mind for Small Businesses. To empower them in achieving their financial objectives by providing quality services in the area of bookkeeping, in a professional, courteous and timely manner by removing confusion, fear and uncertainty and replacing it with clarity, freedom and control.
To provide high-value bookkeeping services, helping our clients achieve their goals with momentum while pursuing profitability and to meet your business’s needs as you grow.
To service our clients with the confidence that represents the financial health of the company and to provide the necessary tools to the business owner so that he / she can make mindful decisions based on accurate and timely facts by providing above excellent service through dedicated, mutual commitment.
Simply put, my belief is that if you succeed, we succeed.
Bookkeepers vs. Accountants
What's the difference...
A bookkeeper has training in recording, categorizing, and reconciling financial transactions. Most accountants have a bachelor’s degree in accounting and are skilled in interpreting financial records to make business recommendations.
Many people are confused about the difference between bookkeepers vs. accountants, and the truth is that some bookkeepers also perform accounting tasks. For example, accounting software now makes it pretty easy for bookkeepers to prepare financial statements, a task that was traditionally reserved for accountants.
It helps to think of a bookkeeper as the chef who prepares the meal. The bookkeeper prepares the books and makes accurate financial records available. The accountant is like the food critic. The accountant will dig deeper into the financial records and analyze the business’s finances. An accountant can advise you on ways to conserve costs and increase profits and help you understand the financial impact of business decisions.
So the question now becomes, how can I help you?
Weekly, Monthly, Quarterly Bookkeeping
- Record financial transactions
- Reconcile bank and credit card accounts
- Manage bank feeds
- Accounts receivable - invoice and receive payment
- Accounts payable - enter and pay bills
- Job costing
- Work with your tax preparer and assist with compliance
- Prepare financial statements
- Take on some payroll functions