“Someone who practices a thousand kicks once is nowhere near as scary as someone who practices one kick a thousand times.”
– Bruce Lee
I’ve run multiple businesses for over 30 years. From early on, I learned a valuable principle that helped guide most of my business decisions. It’s called the 80-20 Rule.
In business, a goal of the 80-20 rule is to identify tasks that are potentially the most productive and make them the priority. In most businesses, 20% of activities generate 80% of revenue and growth—things like sales, customer relationships, and innovation.
Bookkeeping, while essential, is not a revenue-generating task. By outsourcing, business owners and managers can focus on strategic money-making or customer-enhancing initiatives rather than getting buried in financial record-keeping. Laser focusing on activities (the 20%) that drive growth (80%) while delegating exhausting administrative tasks to professionals ensures the best financial management without sacrificing productivity and growth.
Work Smarter, Not Harder.
Get really really good at what you do best
as a business and focus your energy there.
Bookkeeping Services with secret sauce
#1 We will manage all aspects of your bookkeeping so that you can focus on the 20% of activities that generate 80% of your revenue and growth.
#2 Coaching Level 1: Knowing your precise numbers, habits, and trends, we will walk with you in lockstep to assist in achieving your specific financial goals. Click HERE for further details.
All transactions recorded & categorized
through the bank feed
​Point of Sale or Other Payment Processors
daily sales transactions recorded
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Monthly reconciliation of all bank
and credit card accounts
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Monthly reconciliations of all notes payable accounts (Incl Principle & Interest expense)
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Maintain data feed connections
in Quickbooks Online​
Delivery of Monthly Profit and Loss Statement
and Balance Sheet
​Clean-up and Keep the Chart of Accounts organized
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​1 hour Monthly Review Meeting
via Zoom or Phone Call
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​Annual Reports for Tax Preparation​​​
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Access to our client portal​​
Monthly Bookkeeping Package
A la Carte Services
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Payroll Coordination
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Accounts Payable / Bill Pay
with invoice coding
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​Sales Tax Filing
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​Books Cleaning or Catch-up​​​​​​
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1099 Tracking & Filing
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Expense Management System Assistance
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Start-up Assistance​
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Accounts Receivable Coordinaton
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Profit First Cash Flow Consulting
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Business Sale Financial Preparation / Clean-up​​​
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Quickbooks Set-up
A note on Pricing...
Every business has a unique financial story—from the number of accounts you manage to your transaction volume and team size. That's why we take a personalized approach to our bookkeeping services rather than offering standard pricing packages that might not fit your specific needs.
We are committed to delivering exceptional value. After a quick questionnaire and friendly discussion about your needs, you'll see precisely what makes our budget-friendly approach different.