FAQ's

Bookkeeper is a data cruncher, and organizer.  We maintain the organization of your finances.  We help you save time categorizing transactions. The CPA would help with the Tax filing, and advisory services to direct the business. 

As a finance coach I would help you understand your responses to money.  I would begin to understand how your relationship is with money.  I would express how you are with your budget.  Finance advisors they pay attention to how your money responds.

When we first meet it is a get to know who you are and what your business is more so than it is the actual finances of the business.  That way you can also get to know me.  We would discuss what services you would need to best serve you, and what direction we would like to team up to go.  That is what we would become is a team.  Be prepared that we could possibly discuss your finances.

I would come prepared with the last couple bank statements.  I would also come prepared with anything you use to run your business.  Make sure that you have the most recent receipts saved.  Even if you feel completely unorganized, it is ok.  We will create a system for you that you will understand.

I will help prep your accounts to be able to file, and also help with 1099's.  I do not actually file the taxes.  However, your accounts and ledgers will be in order for your CPA to be able to assist with that.