Our proven three step method will take your small business to the next level.
First, we work with you to clarify your goals. Next, we do a deep dive analysis of where you are now with your practice finances. Only when this is complete and there is complete clarity for you and for us do we move on to...
Next, we get busy creating custom bookkeeping to fulfill your goals. This includes creating financial reporting that is: a) small to medium business specific, b) simple to understand and c) helps us all to see how we can...
Bookkeeping is historical. Optimization means that we study the past to affect positive change on future finances. This is us helping you to meet and exceed your income goals. This requires ever-changing plans for you to thrive.
If needed, we can add these additional services to meet your needs:
Need some help outside of our regular services? No problem! Our well versed accounting team is ready to deliver whatever financial services you need.
Need some help? Our team is ready to help with all of your payroll needs.
Our three step methodology works because it takes a holistic approach to your business. Since we focus on helping small business owners, we know the ins and outs of what is needed to strengthen your business. We have seen the bumps that come up along the way and are ready to get your business over them and to the next level.
Jeanette is detailed, accurate, responsible, and replies quickly to all of my requests, especially those that need “immediate” attention. Without hesitation, I would recommend Jeanette for all of your bookkeeping needs.
What a lifesaver! Jeanette organized my messy bookkeeping and makes sure everything is done properly with my financials. She even works with my tax preparer in another state!! She is detailed and direct.
Jeanette is an outstanding bookkeeper. She is very knowledgeable, responsive and eager to provide exceptional service to her clients! I highly recommend Jeanette for bookkeeping!
Specializing in Small Business Bookkeeping & Advisory.
