What would you do with all the extra time if you had a professional bookkeeper maintaining your books? As your bookkeeper one of my objectives is to be a financial partner, helping you to achieve your goals through an accurate and current set of books. There are many reasons to hire a professional bookkeeper. The advantages are endless but there is one thing we can all agree upon: having an accurate and up-to-date set of books gives you peace of mind, THEN comes everything else.
The "everything else" can be having more time for yourself, your family, more time to dedicate to your business or profession. You can have the numbers you need at your fingertips to get approved for business or personal loans. You'll understand where your business or personal finances stand so you can make smarter decisions. The list is endless. But one thing is certain financial "health" begins with essentially having an accurate and current set of books.
For most people, the "first" question is who can I entrust with my most intimate financial details?
The "everything else" can be having more time for yourself, your family, more time to dedicate to your business or profession. You can have the numbers you need at your fingertips to get approved for business or personal loans. You'll understand where your business or personal finances stand so you can make smarter decisions. The list is endless. But one thing is certain financial "health" begins with essentially having an accurate and current set of books.
For most people, the "first" question is who can I entrust with my most intimate financial details?
Services
Bio
Report
It was a bit of the old school "checks and balances" type work.
Like many family owned businesses I provided a variety of services from bookkeeping, payroll to financial analysis and forecasting.
After immigrating from South Africa in the late '90's, I worked as the CFO to a mortgage company.
During the boom in the housing industry, I obtained my Florida contractor's license and built homes in Central Florida.
Then there was the real estate crash and everything came to a screeching halt.
It was a difficult time since I loved the creative challenge of building but it was also a time of deep personal growth.
Like many family owned businesses I provided a variety of services from bookkeeping, payroll to financial analysis and forecasting.
After immigrating from South Africa in the late '90's, I worked as the CFO to a mortgage company.
During the boom in the housing industry, I obtained my Florida contractor's license and built homes in Central Florida.
Then there was the real estate crash and everything came to a screeching halt.
It was a difficult time since I loved the creative challenge of building but it was also a time of deep personal growth.
Services
Report
Preparation of Financial Statements (Balance Sheet, Income Statement & Statement of Cash Flows).
Customization plays a key role in determining the cost and expectations of services since no business, two people or their financial needs are the same.
THE PROCESS: First step is to email me and answer a few additional questions.
Transparency is best when giving me an insight into your current financial status and future expectations.
After that we set up a time for a consultation aka conversation to learn more about your needs and an opportunity to get to know each other better.
Customization plays a key role in determining the cost and expectations of services since no business, two people or their financial needs are the same.
THE PROCESS: First step is to email me and answer a few additional questions.
Transparency is best when giving me an insight into your current financial status and future expectations.
After that we set up a time for a consultation aka conversation to learn more about your needs and an opportunity to get to know each other better.
Faq
Report
NO you are not tied down to a long term contract we are month to month.
The signed engagement letter outlines the services you are paying for and the fees to be collected based on what we've agreed upon.
I only request a 30 day written notice to terminate my services.
Your books will be completed for that month and a final set of financials will be sent to you completing our agreement.
All of your accounting software, documents, receipts and files are stored in one place known as the "cloud".
This allows you, and approved users including myself to access your books conveniently at any time any place and the biggest advantage is that your books are conveniently backed-up, not having to worry about losing anything if your computer goes down.
The signed engagement letter outlines the services you are paying for and the fees to be collected based on what we've agreed upon.
I only request a 30 day written notice to terminate my services.
Your books will be completed for that month and a final set of financials will be sent to you completing our agreement.
All of your accounting software, documents, receipts and files are stored in one place known as the "cloud".
This allows you, and approved users including myself to access your books conveniently at any time any place and the biggest advantage is that your books are conveniently backed-up, not having to worry about losing anything if your computer goes down.
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