outsourcing

A Love Letter to my Clients

A Love Letter to my Clients

Hi!  I’m SO happy you are here!  Nothing (well, almost nothing) makes me happier than helping business owners experience the freedom and joy from having clean and solid financial information at their fingertips.  I’ve heard so many stories of incompetence and neglect that I don’t understand, because why would someone be in this business (of bookkeeping/accounting) if not to help business owners with their money?!  It is SO incredibly important to me that we care for our clients as if they were a part of us. That may sound contrived, but I promise you it’s not. As well as sound financial information, I am deeply passionate about the financial success of business owners.  When I see entrepreneurs struggle, I am heartbroken for them. I know how hard it is to run a business. I know how much of ourselves we put into our businesses.  And when that business, that piece of us, isn’t thriving we as humans aren’t thriving either.   So, when you came to me for help, and you accepted my heartfelt offer, as well as the investment into yourSELF, I couldn’t be more excited for you. But – here’s the thing – the BIG thing – deciding to Continue Reading »

Bookkeeping – Are you Stuck?

Bookkeeping – Are you Stuck?

Managing your own accounting incorrectly can hurt your business now and in the long-term. Bookkeeping is by far one of the most important aspects of starting and operating a successful company.  While it’s easy to get caught up in glamorous tasks like designing your website or choosing a logo, you will not survive without a solid understanding of the numbers. The streets of entrepreneurship are littered with former business owners who ignored the financials and discovered too late that they were operating at a loss, not a profit. Don’t just think about hiring a bookkeeper. Think about hiring a bookkeeper who will guide you so you can take your Profit First. For those of you stuck just thinking about the hiring aspect, you may want to pay attention to what Eileen P. Gunn from Entrepreneur has to say. “Entrepreneurs who hire accounting help usually discover they weren’t doing nearly as well on their own as they thought they were.”  Among other things, a great bookkeeper and Profit First Professional combo, will know when you should be setting money aside for the slow months. The subheading of Gunn’s article also hits the nail right on the head:  “When QuickBooks takes you Continue Reading »

Make your company run like ‘Clockwork’

Make your company run like ‘Clockwork’

Setting up any business system can be a challenge. They range anywhere from organizing employee’s job assignments effectively to creating cash flow projections. Handbooks and guides on how to do all this are plentiful, but if you’ve heard about Mike Michalowicz’s entrepreneurial journey, you’d know that his organizational techniques are more than just a little effective. Take a look at Mike’s tips on balancing four ways you can better streamline workflow and the overall health of your company. ‘The 4D Mix’ – These are known as the four different stages of a business’s activities: Doing, Deciding, Delegating and Designing. Whether there are a number of employees or it’s just a single owner of a company, the four D’s are constantly happening to keep things moving forward. The problem is, there isn’t a good balance between these actions and many people get stuck between the “Doing” and “Deciding” of things. Learn the true differences in the 4D Mix so you can experience a higher success rate when running your business. Doing – This is the act of actually getting a product to a client or servicing customers. Whether it’s planting and shaping a few wisteria saplings, or building unique birdhouses, this “doing” Continue Reading »

Should Your Small Business Hire a Bookkeeper?

Should Your Small Business Hire a Bookkeeper?

Whether you’ve played baseball, football, basketball or soccer, odds are you signed up to play on a team. This team consisted of a Coach. The coach would observe your abilities during practice or try outs and then make a sound decision on what position you should play — recognizing your strengths. At practice the coach would also identify areas you needed to improve upon, to become a better player on the team. The goal of the Coach is to see the team work together and enhance their skills, ultimately to succeed. When you are interested in learning to play an instrument, speak a different language, learn to dance, or book a fancy vacation – 9 times out of 10 you would seek the help or guidance of a professional in that particular area of interest. The same is true for a small business. As a new/existing business owner, why wouldn’t you want to look for a mentor to help you grow? As Chief Freedom Officer, I like to think of myself as a coach or “money partner” to your business. I also enjoy watching entrepreneurs evolve. The most important thing you can do when it comes to your business’s finances Continue Reading »