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 will bring value to you and your business or the service is free
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: create financial reports and provide analysis and recommendations to reduce costs, increase revenues and achieve continued 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
- Start-Ups: Guidance for new start-ups with setting up accurate and smart accounting and processes for new businesses
- Streamline Processes for Efficiency: review company operations for opportunities for efficiency using a variety of tools
- 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 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
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