Beyond the Books
Online
Online
At BEYOND THE BOOKS, we strive to provide MORE than difficult to read financial statements. We take pride in learning about your business, your goals, and your desires so we can offer advice when you are making decisions. We are excited to dig in deep to thoroughly know your financial data and to provide the most accurate analyses for you.
Be the first to leave a review for Beyond the Books.
What kind of accounting services do you provide?
Beyond the Books provides anywhere from the absolute basics (bookkeeping with minimal reporting) to full monthly analytical processes and everything in between. While we do offer one-off services, the best way to get and stay on top of your accounting is to engage in a monthly accounting package. We do not provide tax services; however, we are very happy to work hand in hand with your tax professional to get them the information they need.
Why is it so important for businesses to hire a great accountant?
Accounting can be confusing and cumbersome, not to mention completely time consuming. It is often put on the back burner with receipts shoved in a shoebox only to come out at tax time. This doesn't help the owners at all. They have no idea how profitable (or not) they actually are until it is sometimes too late. A bookkeeper will be able to organize expenses and revenues, but a good accountant will be able to report on those numbers, analyze the data, and explain what the entire picture means. "Doing" is half of the battle, but really "knowing" is what helps a business become successful and make sound financial decisions. A good accountant can be compared to a good doctor or a lawyer, sometimes it is best to not DIY to get the best results.
What do you love most about your job?
As cliche as it may be, I love helping my clients succeed in their business. With the pandemic, I worked diligently with my clients to help them succeed in even the most trying of times. We worked together to get contingency plans in place, I helped them apply for payroll protection loans, and thankfully, every one of them has been able to not only survive, but thrive in the conditions.
What inspired you to start your own business?
After working in corporate for the majority of my career, I was faced with the opportunity to work with a small accounting firm focusing on small business clients. I realized quickly what my work life was missing - actually making a difference in someone's business. Almost immediately, I was able to see the impact and enjoyed getting to know my clients and learning what they needed from me to be successful. When the accounting firm and I parted ways (the owner wanted to go in a different direction), he was gracious enough to help me get started and point me in the right path - I am forever grateful for his push to get me started.
Why should our clients choose you?
Beyond the Books is more about partnering with clients and not simply completing monthly financial reporting. I have found that teaching clients what their financials are telling them gives them confidence to make better financial decisions.
Can you provide your services online or remotely? If so, please add details.
Yes - I prefer to complete all business remotely. With technology like email, Zoom conferencing, and Google Suite, I find business can be completed safely and effectively.
What changes have you made to keep your customers safe from Covid-19?
I take meetings via Zoom to keep my clients and their employees safe!
Essential Accounting Plan
The Essential Accounting Plan is for completing the basic needs of a small business including: categorization of expenses and revenue (bookkeeping), monthly bank reconciliations, quarterly meetings to discuss financial results, completion and distribution of 1099s each January, quarterly balance sheet, quarterly income statement (P&L / Profit and Loss).
Premium Accounting Plan
The Premium Accounting Plan is designed for small business clients wanting to understand how their business is doing and equips the business owner with the knowledge to make sound financial decisions. In addition to bookkeeping, account reconciliations, and 1099s, the Premium Plan offers cash basis accounting, tracking category reporting (helping differentiate between the client's different business lines), monthly reporting package (includes balance sheet, income statement (P&L), budget comparison, and aged accounts payable and receivable reporting), yearly budget procedures, and a monthly meeting to discuss the prior month's results.
Pro Accounting Plan
The Pro Accounting Plan offers the business owner with accrual based accounting, fixed asset management, cash flow (historical and forecasted), dashboard-type charts, and monthly meetings. This plan is designed for the growing business wanting to know all aspects of the financial health.
Review and Advise
A one-time service to review current financial books evaluating the content and accuracy, a documented plan for the next steps, and a listing/outline of recommendations for new processes and procedures.
Catch-up Services
Just as the name suggests, this service is provided to clients who are behind on their bookkeeping. This can be accompanied with one of the monthly accounting plans (Essential, Premium, or Pro) or can simply be a one-off project.
