Online
I serve Small Business owners that are in the service industry who have the challenge of keeping and understanding their finances. My passion is helping business owners get clarity into their numbers, identify strategies and recommendations to help them grow their business so they can increase their profit & cash flow, save on taxes and get back their time.
4 customer reviews
Kim
Accounting
Krista was very easy to talk to and immediately started working on getting my new business set up. I would highly recommend her.
David Punt
These people are the best - Very attentive to how things are done and very thorough - especially for taxes and problem solving. Highly recommend to anyone - even out of state! More...
Reviewed on Facebook
Conor Neary
Highly recommended! Very proficient and professional service.
David Punt
They are very good at what they do! They are responsive and thorough and they can do out of state bookkeeping as well! Good people!!
What do you love most about your job?
I have always loved math and working with numbers. When I decided to go into this field, I have absolutely loved it. I love the clients I work with and just doing the work. It comes easy to me and I have always enjoyed it. Even when others ask me how I can do this all day, I have always replied because I love it.
What inspired you to start your own business?
Ever since I graduated college and had my children, it has been my dream to start my own business. I started doing bookkeeping and taxes on the side but never had enough work to quit my secure full time job. Then one year, when I was at my current job of two years and realized it was too stressful of a job, the commute was horrible, and I hated it. I made the decision to quit and venture out on my own. By then, I had enough to get me by for the time being but it was going to be tough. But where I was at I knew the money wasn't worth the stress and so I took the leap and haven't looked back. My company has grown ever since.
Why should our clients choose you?
Clients should choose me because I not only love what I do, but I am good at it. I have several clients praise me for my work. I give quality service and I am easy to work with. I respond quickly to emails and requests. I always go out of my way to put the client first.
Can you provide your services online or remotely? If so, please add details.
All of my clients are online or remote. I service clients all over the United States. I have very few clients in my actual town or state. I use cloud-based apps to communicate, share docs and keep clients books. Some examples are Quickbooks Online, Liscio, Dropbox, bill.com, Zoom. It is very easy to do bookkeeping online. I have been doing it since 2015.
What changes have you made to keep your customers safe from Covid-19?
I have always been an online or virtual bookkeeping from my home so when Covid-19 hit, I didn't have to make any changes. I was already in the mode working from home and doing bookkeeping online. I can meet clients over the phone or through zoom.
Bookkeeping
Full Service Bookkeeping, includes data entry, bank & CC reconciliation, financial statements.
Quickbooks Review & Reconciliation
Review transactions, reconcile bank statements, compilation of financial statements.
Payroll Services
Payroll Processing, including payroll reports and taxes
Accounts Payable & Accounts Receivable Management
Pay bills via bill.com or Melio with approval process.
Invoice customers and manage Accounts Receivable including sending payment reminders.
Tax Preparation
I have an enrolled agent on my payroll that does all my tax work.
Tax prep of C Corps, S Corps, LLC and Sole Proprietors.
CFO Advisory and Tax Planning Services
CFO advisory on the financial side.
Tax planning Services.