I seriously want to THANK YOU so much from the bottom of my heart for taking the time to email me all this information along with put in all the hard work to get everything squared away for me! I seriously cannot thank you enough for your time and experience and taking the time to break everything down to me! I cannot tell you how good it feels to get everything handled.
I neglected the accounting aspect of my business and this is all so much a learning curve and I am so happy to start 2019 being super intentional! I hope you know how much I appreciate you Anita! I was impressed with Anita's business acumen not only with bookkeeping but also in the areas of managing a business. Her desire to live her business and personal life on her own terms is one worth emulating and hope to reach that equilibrium in my own.
Such a pleasure to meet Anita and learn about her! Anita knows her stuff and keeps her bookkeeping simplified so even those not familiar with financials can follow along. She takes all the guess work out of bookkeeping and will even go through your old financials to get you all caught up and up to date.
I neglected the accounting aspect of my business and this is all so much a learning curve and I am so happy to start 2019 being super intentional! I hope you know how much I appreciate you Anita! I was impressed with Anita's business acumen not only with bookkeeping but also in the areas of managing a business. Her desire to live her business and personal life on her own terms is one worth emulating and hope to reach that equilibrium in my own.
Such a pleasure to meet Anita and learn about her! Anita knows her stuff and keeps her bookkeeping simplified so even those not familiar with financials can follow along. She takes all the guess work out of bookkeeping and will even go through your old financials to get you all caught up and up to date.
Services
I specialize in helping small business owners ascend into profitability by working with you to find the best financial apps and business tools, so you can grow your business without hiring a large team, and scale without stress!
I want to learn what is working in your business and what is not.
I want to share the knowledge I have accumulated to improve your business, help you understand your financial weak spots, quit stressing about taxes, and start paying yourself.
I want to help you to succeed and gain some financial freedom to enjoy life along the way.
I want to learn what is working in your business and what is not.
I want to share the knowledge I have accumulated to improve your business, help you understand your financial weak spots, quit stressing about taxes, and start paying yourself.
I want to help you to succeed and gain some financial freedom to enjoy life along the way.
Have you ever wondered what a day in the life of a bookkeeper looks like as we do your bookkeeping?
There are basically 7 steps to getting to where we are delivering three core reports, interpreting them, and offering suggestions for improvement on how clients can make their financial situation better.
Present the financial statements and have a conversation with each client about them in laymen's terms, interpreting and suggesting improvements.
On a daily basis we spend the majority of our time categorizing transactions and writing bank rules to get everything automated where the bank feeds are coming into the accounting software that we use.
There are basically 7 steps to getting to where we are delivering three core reports, interpreting them, and offering suggestions for improvement on how clients can make their financial situation better.
Present the financial statements and have a conversation with each client about them in laymen's terms, interpreting and suggesting improvements.
On a daily basis we spend the majority of our time categorizing transactions and writing bank rules to get everything automated where the bank feeds are coming into the accounting software that we use.
Are you a do-it-yourself type of person, or not quite ready for your own bookkeeper?
Is something wrong with your file but you don't what or where to look?
Are you questioning whether you are doing things the right way?
The answer to these questions and the ones that follow will tell you whether or not you could use some DIY Bookkeeping Support.
After a thorough review of your accounting software and workflow process, DIY Bookkeeping Support provides a checklist/to-do list of what is wrong and what needs to be fixed, along with recommendations for bookkeeping best practices and time-saving adjustments, such as 3rd party applications that integrate with your accounting software.
Is something wrong with your file but you don't what or where to look?
Are you questioning whether you are doing things the right way?
The answer to these questions and the ones that follow will tell you whether or not you could use some DIY Bookkeeping Support.
After a thorough review of your accounting software and workflow process, DIY Bookkeeping Support provides a checklist/to-do list of what is wrong and what needs to be fixed, along with recommendations for bookkeeping best practices and time-saving adjustments, such as 3rd party applications that integrate with your accounting software.
Conversion from your current accounting system to your new choice of accounting software.*
Implementing new accounting software can be intimidating and a substantial challenge.
To assure success, it is important to fully understand our client's objectives regarding the new application and develop a plan to meet those goals.
Do they want automated invoicing, debtor reminders, better reports?
Next we need to know everyone who will be using the new system and what level of access each needs.
What are their current processes, and which are no longer needed?
Implementing new accounting software can be intimidating and a substantial challenge.
To assure success, it is important to fully understand our client's objectives regarding the new application and develop a plan to meet those goals.
Do they want automated invoicing, debtor reminders, better reports?
Next we need to know everyone who will be using the new system and what level of access each needs.
What are their current processes, and which are no longer needed?
Have you ever wondered if switching payroll providers would be more effort than its worth?
Will there be a disruption to payroll processing?
Will the year-to-date figures be correct?
The answer to these questions and the ones that follow will tell you whether or not you could use some help with your online payroll conversion.
How many days will a conversion take?
When is the best time to switch?
Will the taxes calculate correctly?
Hesitation is common when considering a change in payroll companies.
Will there be a disruption to payroll processing?
Will the year-to-date figures be correct?
The answer to these questions and the ones that follow will tell you whether or not you could use some help with your online payroll conversion.
How many days will a conversion take?
When is the best time to switch?
Will the taxes calculate correctly?
Hesitation is common when considering a change in payroll companies.
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