Would you ever drive your car blindfolded? Of course not!
Nevertheless, every day many business owners drive their businesses without knowing these financial locations: Where they are, Where they have been, and Where they are going.
As your Profit and Growth Expert, my primary role is to ensure that you have the historical data that will tell you where you have been and where you currently are. With that information I can provide a professional consultation that will help you determine where you want to go while creating an action plan that will help you get there.
As a CP Bookkeeping client you will…
Securely upload your documents (receipts, bank statements, etc.) to my secure portal.
You will know on a daily basis where your company stands on its finances. You receive a back-up copy of your QuickBooks file but at the end of each month you will get monthly aging reports for your Accounts Receivable and Accounts Payable accounts
*You can choose in-office or remote services
Call me for a free “Get-To-Know-You-and-Your-Business” consultation. There is absolutely no obligation of any kind. (805) 647-0604
Monthly Bookkeeping – Not only am I genuinely interested in your business’s success, I am committed to providing you with a broad variety of business bookkeeping services at a very affordable price. If you have a priority, it becomes my priority. I will quickly supply the answers you need to run your business profitably. As your Profit and Growth Expert I can fulfill virtually all of your needs. And if I can’t fulfill a specific service you require, I will connect you with professionals who can.
Benefits of Professional Bookkeeping:
Save Time and Money: You’re in business because you’re good at what you do. And often, an owner’s expertise is not bookkeeping. Time spent managing your business’s finances is time that could be better spent building your business. I will customize your accounting system to meet the needs of your business. You can do it, I can do it, or we can do it together. By streamlining these functions, we will free up your valuable time.
Gain Access to Profit-Building Information: As a professional, reputable bookkeeper, I have the expertise to make your business more profitable. I can analyze financial data in order to assist you in making profitable decisions for your business. One important tool that I make available to my clients is an Annual Business Assessment. This assessment can be used as a tool for looking ahead, developing benchmark goals, and for ideas in helping to reach those goals.
As your QuickBooks Specialist, I will…
- Review your QuickBooks set up
- Train you and your staff on how to use QuickBooks
- Provide ongoing QuickBooks support
QuickBooks Support – If used properly, QuickBooks is a great tool for businesses to manage income and expenses. It can give the business owner detailed reports that will help him/her make timely and profitable business decisions. But if not used properly, QuickBooks can become a chore; something the business owner feels he/she must do but would rather be doing anything else.