Step 1: Analyze
First, we work together 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 I do we move onto customize.
Step 2: Customize
Next, I get busy creating custom bookkeeping process to fulfill your goals. This includes cleaning up if needed as well as creating financial reporting that is: a) small business specific, b) simple to understand and c) helps us all to see how we can optimize.
Step 3: Optimize
Bookkeeping is historical.
Optimization means that we study the past to affect positive change on future finances. This is me helping you to meet and exceed your income goals. This requires ever-changing plans for you to thrive.
Hey there!
I'm Sarah and I am the Bookkeeper.
Using a modern approach, I manage the bookkeeping process so you don't have to.
I have a passion for precision and a knack for forging lasting relationships with vendors, clients, and peers. I'm here to take your bookkeeping experience to a whole new level!
Throughout my career, I've honed my expertise in Corporate America where I was an event manager for 12 years. Here is where I learned that attention to detail is key. Specializing in executive event support and internal training, I would manage and balance multiple budgets, some as large as 1 million dollars, all at the same time. It’s safe to say that budget management and reconciliation was my playground.
I'm not just your average bookkeeper. I thrive on innovation, always on the lookout for new ways to optimize your financial processes. Together, we'll navigate the world of numbers, creating a streamlined, cost-effective system that sets you up for financial success.
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So, let's connect and embark on this journey together. I'm here to be your partner, bringing your business to new heights. Ready to see how I can help you? Register below for a 15 minute chat today!