As a 20+ year small business owner, I've done my fair share of bookkeeping. I have a natural love of numbers, math, and puzzles, which makes me an obvious fit for our family businesses bookkeeper. So, if I could do it, why should you hire a bookkeeper? Why not just handle it yourself?
I'm glad you asked.
Five years ago, we started using QuickBooks Online for my husband's business. I had previous experience with Quicken (which is nothing like QuickBooks), and I thought, "I can handle this." I had been using a fairly simple budgeting software to reconcile and classify transactions.
Right before tax season each year I would download an excel file of the year's numbers and meticulously scan them to ensure everything was appropriately categorized. Then, I would create a new spreadsheet with all the categories I knew the CPA would need. I even created my own Profit & Loss sheet. This process usually took several days of work.
When I started using QuickBooks, I was overwhelmed. Why? Because QuickBooks is a sophisticated system designed to be used by service industries, retailers, lawyers, chiropractors, and everything in between. There are a lot of tools, and it requires a lot of learning. No worries, I was a 4.0 student who had been doing her own business bookkeeping for 20+ years. I could handle this...or so I thought.
I used QBO for Payroll to ensure I was correctly filing and paying taxes and our workers. Then, I hopped right back on to that simpler software I had been using all those years, until 2020 happened. It was then that I realized my chewing gum and bailing wire approach to bookkeeping would no longer work for our growing business.
As someone who has taken and passed the QuickBooks Certified ProAdvisor exam, I can tell you that my college Medical Terminology exams were easier to pass. There is a learning curve to QBO.
So, why am I telling you all of this?
Well, you have two choices and reasons to work with me. First, if you're the DIYer type, I can train you in QBO basics and Accounts Receivable. Second, if you'd prefer to not learn things the hard way, like I did, then I can take care of your bookkeeping for you. It's up to you. You can find these services and pricing under Our Services.
You can also book a Discovery Call here.
I look forward to defeating the overwhelm of small business finances for you!
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