HOW CAN I HELP YOU?
DIAGNOSTIC CHECKUP
Have you been trying to do your own books for a while and you are not quite sure if they are set up correctly?
SET UP
Are you looking for a new accounting software solution because you are either replacing an old one or are a new business?
ONGOING BOOKKEEPING SERVICES
Are you a small business owner who is looking to free up some of your time to focus on strategic business activities and save some money?
CATCH UP
Have you fallen behind on getting your expenses and income tracked in your software? Maybe your bank account hasn't been reconciled in a while?
FINANCIAL REPORT ANALYSIS
Would you like to know?
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How healthy is your business?
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Where does your cash go?
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Where could you save money?
CLEAN UP
Have your books gone awry and you aren't sure where to start in order to get financial numbers that you can base decisions on?
If you answered yes to any of these questions, we may be a good match.
WHY OUTSOURCE YOUR BOOKKEEPING?
YOU'LL HAVE MORE TIME
...to focus on either strategic business activities or enjoy more time with your family!
YOU'LL HAVE PEACE OF MIND
...knowing that I'll provide a personal touch with your finances that is up to date with the latest technologies!
YOU'LL INCREASE PROFITS
...by receiving timely services that allow you to have a pulse on your business, see what your profits are, and know exactly how to increase them!
HOW DO I GET STARTED?
Book a discovery call. During the call, I'll learn about your business, your goals, and how I can customize my services to meet your specific needs.
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Once we decide we're a good fit to work together, I'll send you with an engagement letter outlining my services and pricing. From there, we can immediately start the onboarding process.
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During onboarding, I'll get all the information I need from you to get started. I'll set you up with any required apps and software and make sure that you are comfortable with the process.
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Sit back while I take care of your books! I'll keep your books up-to-date, reconcile your accounts, and provide you with accurate and clear financial reports.
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Hi. I'm Cathy.
Using my background in operations, engineering, and accounting and my love for all things numeric, I founded my own bookkeeping business to provide professional services to small businesses and freelancers who may feel lost when it comes to their finances.