Business Services

Now is an excellent time to connect with a bookkeeper. This can be handled a single session or a series of sessions to help you set up your systems to track your business finances accurately during this early phase until you are ready to have monthly support. We have even built a tool to help you record all of your income and expenses, better understand how to categorize business expenses, record your home office deduction, log business mileage, and track estimated tax payments. If there was a "Small Business Tracker in a Box", this would be it. Send us a message and we would be happy to help you set up for success.

Connecting with a bookkeeper now is absolutely the way to go. Your small business bookkeeper is your partner in supporting financial success. We track your finances accurately and help ensure compliance so that you can focus your efforts on your area of genius - building your business! With more than 20 years experience in running or supporting businesses, we also are able to offer you other business resources such as Employee Handbooks, New Hire Training Guides, Safety and Health Programs (OSHA). Designing these policies before hiring supports a smoother start-up process. A complimentary Discovery Call is where you want to start so we can better understand your needs.

Yes, we would be happy to offer periodic bookkeeping support while you do your own books. This can be handled annually, quarterly, or on an as-needed basis, often through Strategy Sessions. But first, let's do a complimentary Discovery Call to better understand your needs and the current status of your records.

Congratulations! You've just made the decision to reclaim some of your time and gain better financial insights to enhance the success of your business! Book a complimentary Discovery Call to get started.

I do offer this service! While we do not offer Quickbooks Online training, we would be happy to look over your books to see if things seem correct. It's important to understand that we are not able to confirm things at a full transactional level with us not having done all of the original work, and our ability to notice additional money-saving opportunities is reduced with our limited involvement, but we can certainly make broad observations of obvious errors. Generally, this is handled in a Strategy Session and can be done Annually, Quarterly, or as-needed. We start with a complimentary Discovery Call to make sure we understand your needs.

Great question! It depends on your preferences. Working with a local bookkeeper in mid-MO is helpful if you desire any in person meetings. Your local bookkeeper will know other local service providers for tax preparation, banking and other business services, so it can support those connections, as well. It also depends on the bookkeeper's preferences, experience and proficiency with tools to support a virtual bookkeeping relationship. I have been doing virtual bookkeeping for many years - before remote was cool, ha! - so I am very comfortable with that arrangement and able to offer communication options to help it run smoothly. I serve businesses in multiple states. I do also offer in person meetings for local businesses, if desired.

It is a custom spreadsheet we built - with a lot of sweat and a few tears - for you! We think it's the closest thing to "Small Business Tracker in a Box" you'll find. It is intended for small businesses with very low complexity. Some of the primary benefits are no recurring subscription fee for accounting software, or the learning curve that comes with that software, or the clean up costs that inevitably come when the learning curve for the software was just a little too much. It has sections for you to record your income, expenses, mileage, home office, estimated tax payments, a guide for categorizing expenses, and even a Summary for CPA profit and loss. It is not intended for businesses with sales tax, payroll, partnerships or large assets with depreciation (does not contain a balance sheet), but is an excellent place to start until businesses have transitioned to needing a more comprehensive financial picture. This is included with the initial Strategy Session for startups, or can be purchased separately.

Not necessarily. But it is a very good one, and the most widely used small business accounting software in the United States, which makes it a popular choice among business owners, bookkeepers, and tax professionals. We operate exclusively with QBO to help us maximize efficiency in serving you.

We work with small businesses of many types and sizes. Zero employees to one hundred. Single owner or multiple partners. Sole proprietor, LLC, Partnership, or S Corp. Income from $5,000/year to $5 million/year.... or more... or less!

We have extensive experience as a veterinary bookkeeper, so while bookkeeping principles are the same across many industries, that increases the additional Business Advisory Services we are able to offer to this industry.

There are a few industries that have very nuanced bookkeeping that generally do better with people specializing in these industries. We are happy to help connect you to colleagues if we happen to not serve that industry.