Rest Assured Your Finances Are Taken Care Of So You Can Focus On What You Do Best
Our mission is to provide exceptional bookkeeping services tailored to meet the unique needs of small businesses. We exist to alleviate the stress and burden of financial management, allowing entrepreneurs to focus on what they love most. By offering reliable and accurate bookkeeping solutions, we strive to empower our clients with more time, enabling them to pursue their passions and drive business success.
Behind The Numbers
Meet Stephanie and Caley
As a former banking professional, I witnessed the challenges faced by small businesses in managing their finances. Hoping to make a difference, I established my own bookkeeping business, located in Shelby, North Carolina. Today, our team of dedicated accountants provides comprehensive services, empowering entrepreneurs with personalized support and transparent financial insights. Our mission is to alleviate the burden of accounting, allowing local businesses to focus on their core strengths and thrive. Through faith, service, and community responsiveness, we navigate the world of accounting, enabling small businesses to flourish in their industries.
Services
Coding Income & Expenses
We understand how hectic things can get, especially organizing your financial transactions for your business. That is where we come in! We'll categorize your transactions and ensure you accurate records of income and expenses.
Monthly Reconciliations
Balancing the books is what we do so you don't have to. We offer monthly bank and credit card reconciliation to ensure your financials are accurate and each transaction is in the right place.
Receipt Management
Still collecting receipts? That's okay! We can implement a system that can help you efficiently store, categorize, and track your receipts so that we'll have easy access and provide you with accurate financial record-keeping.
1099 Filings
Prepared Financial Statements
No one likes taxes, but we do! Which is good for you, right? We can help you accurately file your taxes with your CPA by reporting your income received through a 1099 tax form.
A well-organized business is a business with great looking financial statements. Don't know how to prepare them? Well, that's what we're here for! We'll make sure your financial statements are prepared on a monthly basis.
Sales Tax
Does your business collect sales tax? Stressing over your monthly filing? We can help! Our professionals specialize in managing and filing your monthly sales tax reports in a timely manner, ensuring compliance with tax regulations.
Software Integration
Payroll
Are you overwhelmed? Have your numbers gotten out of control? We can streamline the bookkeeping process for you by digitizing your finances. We'll provide you with an accounting software so you can conveniently access your financial information and view real-time reports.
Managing payroll can be very tedious and time consuming. We'll make sure to process payroll in an accurate and timely manner. That way, you can enjoy peace of mind.
The Process
How We Do Things
01
Consultation
We'll meet or video chat to discuss your business requirements and you'll receive a customized bookkeeping proposal.
02
Onboarding
We'll request all necessary documents and information so that we can get your records organized and brought up to date.
03
Services Begin
We'll take care of all your bookkeeping needs, and you can expect to receive a monthly summary email from us.
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How do I begin working with you?Just send us a message below and we'll schedule a time for a free 30 minute call consultation!
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Who are your bookkeeping services for?Whether you are a small business, a start-up, a side hustle, a solopreneur, a freelancer, or a virtual business like us, we provide bookkeeping services for all entrepreneurs in the service-based industry.
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Why do I need a bookkeeper for my small business?As bookkeepers, our primary responsibility is to alleviate the stress and pressure associated with small business bookkeeping, enabling entrepreneurs to dedicate more time to their true passion: their business! We assist in helping you understand the ongoing expenses involved in running your business, providing insights into your cash flow status, and determining if you are actually making a profit in your operations.
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What if I'm saving myself money by doing the bookkeeping myself?Even if you have a basic understanding of bookkeeping, you may overlook important elements that a professional bookkeeper with expertise and qualifications can ensure, such as accurate coding and recording of daily transactions. By hiring a professional bookkeeper, you can save money in two ways: 1) They help business owners identify areas of overspending and suggest improvements, leading to increased profits over time, and 2) they reduce the annual bill owed to your CPA since they no longer have to spend time cleaning up months of disorganized and unreconciled books.
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What if business isn't going well and I feel nervous about reaching out?Rest assured that complete confidentiality is maintained regarding all aspects of your business financials, and we will never share or disclose any information at any point. If your business is going through a challenging period, you've come to the right place! Let's work together to tidy up your financials, so you to gain a clear understanding of areas that need improvement.
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What if I live out of the area?That’s what’s great about a virtual business! For any clients not in the area, we use Zoom for consultations and meetings. All bank statements, receipts, check requests, invoices, etc. can be communicated through a shared Google Drive between us and the client.
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Do you offer tax services?We do not file annual tax returns or offer any CPA services but, we can refer you to a trusted CPA who can meet your needs. Luckily, we can assist you in the 1099 filing process, as well as monthly sales tax filings!
Contact Us
Hey Entrepreneurs!
We're glad you're here! Contact us here with any questions and a free 30 minute consultation!