Modern Bookkeeping for Your Independent Business
3 Steps to Success:
Step 1: ANALYZE
Step 2: CUSTOMIZE
Step 2: CUSTOMIZE
First, I work with you to clarify your vision and your goals.
Next, I do a deep dive analysis of where you are now with your numbers. Once I have a detailed understanding of your current situation, then we move onto...
Step 2: CUSTOMIZE
Step 2: CUSTOMIZE
Step 2: CUSTOMIZE
Next, I create custom bookkeeping to fulfill your goals. This includes financial reporting that is simple to read, makes you understand your numbers, and helps us to see how we can...
Step 3: OPTIMIZE
Step 2: CUSTOMIZE
Step 3: OPTIMIZE
Bookkeeping is historical. Optimization means that we study the past to affect positive change on your future numbers. Together, we will implement and execute a plan to help you meet and exceed your income goals.
How Do I Help You Achieve Optimal Success?
Why Me?
Why Me?
I make sure your revenue, expenses and transactions are properly recorded and categorized on a regular basis - whether it be daily, weekly or monthly.
Numbers Performance & Reports: Monthly financial reports include Income Statement, Balance Sheet, and Statement of Cash Flows. I not only prepare these reports, I analyze and explain them and what they mean for your business.
Don't have your books set up properly, or not at all? Haven't done your books in a while, or they're done incorrectly? You're not alone. I'll get you set up with the proper categories and accounts. And I love fixing a good mess!
Systems and consistency are essential to all aspects of any business, and your financials are no exception. I help you create and implement procedures for bookkeeping, inventory management, cash handling and cost management.
Whether your business is just getting started, or you're looking to take it to the next level, I can help. I partner with you to take a deeper dive into all aspects of your business. Budgeting, projections and planning will ensure a future of financial success!
Why Me?
Why Me?
Why Me?
After working in hospitality for most of my life, I opened my own restaurant in 2014. I quickly realized that the behind-the-scenes stuff - especially bookkeeping and financials - was my favorite part of owning a business.
So I embraced my affinity for the nerdy aspects of business, and I started Serving Up Numbers.
I found a way to combine my passion for service and hospitality, with my love of bookkeeping and numbers.