As a business owner, you have a vision for your company and want to see it thrive. One crucial aspect of making that vision a reality is maintaining accurate and organized financial records. Having accurate financial records is essential to maximizing your returns, planning for growth, and establishing a strong foundation for your business. Possible Promise Financial is here to provide you with all of the bookkeeping services you need for success.
Bookkeeping can be overwhelming. From tracking expenses, to managing payroll, to knowing how to categorize transactions properly, to simply keeping up with tax payments, making sense of all the financial minutiae can be a daunting task. As a small business owner, you don’t have the time to keep up with all of the financial details and paperwork. That’s why Possible Promise Financial offers full-service bookkeeping services. I can keep your financial records updated, accurate, and organized, so all you have to worry about is running your business.
I use QuickBooks Online to best serve my clients. It is a powerful yet flexible cloud-based bookkeeping system that has all the options you need to easily and accurately manage your finances. I will work with you to customize the chart of accounts to fit your business needs, set up bank and credit card feeds, run payroll and more. I will also provide you with comprehensive financial reports to give you an understanding of the health of your business on a monthly, quarterly and yearly basis.
I am a QuickBooks Certified ProAdvisor, which means that I know the ins and outs of QuickBooks Online and how best to use it to serve your business. I am experienced in handling the complexities of bookkeeping for small businesses, and will do whatever it takes to make sure your finances are taken care of.
If you aren’t yet using QuickBooks Online, it’s no problem: I offer book cleanup and catchup services to get your financial records up to date and organized, so you can be ready to take full advantage of the benefits that QuickBooks Online offers.
Other bookkeeping services I provide include:
- Properly recording and coding bank and credit card transactions
- Reconciling bank and credit card statements
- Managing accounts receivable and payable
- Payroll Processing and Maintenance
- Handling sales tax accounting and filing
- Tracking inventory
- Managing fixed assets
- Filing 1099 forms
- Generating financial and management reports
- Cashflow management
- Book cleanup and catchup
Making Your Vision a Reality
I believe that at the root of a successful business is an inspired vision.
That’s why I strive to not only provide excellent bookkeeping services, but to be your financial partner and advisor. I want to help you make your vision a reality by providing the financial foundation that you need to take your business to the next level.
I will work with you to truly understand your vision for your business, and then create a plan to help you to get there. I am passionate about helping businesses grow, and providing the financial guidance, knowledge and resources they need to become successful.
To make that possible, I offer monthly financial review sessions, so that we can review and assess the performance of your business and make sure that you are on track to reach your business goals. This is also a great time to discuss any financial decisions or strategies you have been thinking about, or ask any questions you have. This will allow us to get on the same page and work together to move your business forward.
Cash Flow Management
There is sometimes a disconnect between the usual financial statements, and the actual cash flow health of a business. When business owners are only looking at their Profit & Loss and Balance Sheet, they may not have a clear picture of how much money is actually going in and out of their business on a daily basis.
That’s why I recommend the budgeting software You Need A Budget (YNAB) for most of my clients.
YNAB doesn’t just show you the state of your cash flow, but allows you to give a clear purpose and direction to all of the cash in your accounts. This can make a huge difference in helping you achieve your financial goals. You will be able to see where your money is going each month and make sure that it is being allocated properly. YNAB also helps you stay on top of your bills, set aside money for taxes, and plan for large expenses.
In my experience, YNAB almost automatically creates a more stable cash flow, because you can better foresee any long-term financial obligations, and allocate resources accordingly.
I am a certified YNAB coach and have the expertise to guide you through the setup process and get the most out of this tool. I can even handle the day-to-day entering of transactions and allocation of cash into the budget according to your priorities and goals, which very nearly puts your budget on autopilot.
Let’s Get Started
If you are ready to take the next step and get the bookkeeping services you need for success, click the button below to schedule a free consultation. I look forward to helping you make your business dream a reality.
