Helping you create the best version of your business!
Helping you create the best version of your business!
Full-Service Bookkeeping, Training and Consulting Services for Small Business Success
About the Owner
Jane's career spans 25 years in corporate finance and business ownership. She's a QuickBooks Certified Pro Advisor with a bachelor's degree in Business. Jane has first-hand experience and knowledge in what it takes to build a successful and sustainable business, as well as, the challenges an entrepreneur faces.
About The Service
Value for you:
- We are passionate about small business and eager to learn about all the moving parts of your business and the areas you would like to improve
- We are masters at organizing and analyzing data, processes and financials to pinpoint where we can best help you meet your business goals and share best practices for success
- We apply innovative thinking, resourcefulness and research technologies that may help streamline processes which will in turn bring more profitability and work-life balance to you
- Working with us is like having the combined benefit of both a Bookkeeper and a Consultant.
- We can be as involved as you'd like from an occasional advisor to bookkeeper to managing all aspects of the accounting system and processes
Our guarantee
- We are honest and sincere in our approach and we will never sell a service or make a recommendation that is not a good fit for you or your business
- We will always be professional and kind in all of our interactions with you and your staff, along with, consistent follow-up and delivery on schedule
- We will be as passionate and dedicated as you are to achieving success in your business
- We are committed to your satisfaction and bringing value to you and your business
Our Small Business Services
Consulting
- Best Practices Training: review and organize current processes and train owner and/or staff on QuickBooks and/or administrative best practices for accuracy and efficiency
- Financial Reporting and Recommendations: Analyze financial reports and cash flow tools to make recommendations to reduce costs, increase revenues and achieve continued efficiency and growth
- Strategic Planning: Set up short and long-term goals to increase growth and profitability or other desired outcomes
- Budgeting: Set up company budget with ability to compare to prior periods
- Exit Plans: Position business finances to sell or merge and operational assistance with those processes
Full service Bookkeeping
- Accounting System Organization and Set Up: Set up QuickBooks software at a discount, import historical data, tailor system to specific business needs, set up all accounts
- Review and Clean Up: review current books and provide recommendations and/or provide clean up service so account is up-to-date and accurate
- Monthly Bookkeeping: ensure accurate and up-to-date books by categorizing all transactions, reconciling monthly bank, credit card, and loan accounts
- Year-End Close: perform year-end closing tasks and journal entries so the company file is tax return ready
- Payroll: Set up and monitor payroll services
- Vendor 1099s: process annual 1099s - creation and distribution
- Assistance with Invoicing and Payments: assist with invoice design and setting up online payments
- Accounts Payable: assistance with making monthly payments to vendors
Software Certifications
Subscribe
Sign up to hear from us.
This website uses cookies.
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.