La Mesa
Hello! My name is Sierra.
I help you track and understand your Accounting Records so you can have a clear overview of your business.
Whether you want to get detailed reports to better understand your business financials, are looking to catch up on your bookkeeping for your CPA, or simply wish to spend more time managing your business, I am ready and motivated to help!
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What kind of accounting services do you provide?
I am a Certified Quickbooks Online Accountant. I work in QuickBooks to categorize your daily transactions and identify any suspicious activity. I reconcile your QBO file monthly to make sure your bank records match white in QuickBooks. At the end of the month, I send you customized financial statements to update you regarding your business' health. I also help busy business owners clean up their QuickBooks Online file and help new entrepreneurs set up their business in QuickBooks Online.
Why is it so important for businesses to hire a great accountant?
It is absolutely do-able to DIY your bookkeeping when you are just starting a new business, but once you start moving, bookkeeping is one of the first things you should outsource! Think of all the hours you spend on your bookkeeping, now charge yourself your hourly rate. An experienced bookkeeper will not only know how to manage your accounting records but will also know how to help you save money during tax season.
What do you love most about your job?
I love having the opportunity to help business owners and individuals get access to reliable and accurate information that makes sense and restores their confidence in their financial decisions. I also love working with individuals who are excited about their product or service and work to give back to the community through their business.
What inspired you to start your own business?
I had the opportunity at the beginning of my accounting career to work closely with a team of successful business owners. I was able to help them understand their financials while learning a lot about different management techniques and ways to not just make money, but give back. This inspired me to create a bookkeeping practice with the goal of helping business owners not only get the tools they need to make informed decisions but also feel they have a reliable support system of bookkeeping and accounting professionals.
Why should our clients choose you?
I make it my goal to work with my clients and their accounting team to really understand their company and values so I know how to best aid them with their bookkeeping. I'll always take the time to listen to my clients "Pain Points" and then work with them to find a solution they are comfortable with.
Monthly Bookkeeping
Monthly bookkeeping will not only give you more time, but you'll have a professional bookkeeper advise you and give you monthly updates regarding your company's health . Plus who doesn't want to save money during tax season? Maintaining accurate, up-to-date accounting records year round will help you save money on your taxes.
QuickBooks Online Set-Up
You've finally gotten your business up and running and your looking to move from a "pencil and paper" accounting system to something more reliable! (it's ok we've all been there) I'll help you set up a QuickBooks Online file specific to your company's workflow and growth.
QuickBooks Online Clean Up
I'll help you re-take control of your historical financial data. You'll save big $$$ during tax season and finally get a clear and reliable overview of your financial situation so you can make educated business decisions.