Have a Business Idea?
Need help setting up business bank accounts to accept customer payments and keep track of your business-related expenses? Get rid of the excel spreadsheet, separate your personal accounts, and keep better track of all business transactions. This simple task leaves you better prepared for tax time!
This can be purchased on its own for $800. This includes all steps to startup your small business from choosing the right type of organization for tax purposes, registering with the state, bank account setups, and more.
During this call, we will describe your business in detail (your average monthly revenue, type of business, your goals, etc.) as well as discuss your highest priorities for your business to see how to serve you best.
You get to learn more about me (Rosemary Salcedo) and if working with me is a great fit for you!
Join the real world with the 3 main financial statements (Profit & Loss, Balance Sheet, Statement of Cash Flows)! You will be provided with these statements on a monthly basis within the first 10 business days of the month.
Need a cash-flow forecast? Cash management? Financial Planning & Analysis is also included in the standard package.
Backed up on your bookkeeping and don't know where to begin? No time to get it all done? I get it. It happens to the best of us.
Grant Trust Your Books access to your current accounting platform (QBO, QBD, Xero, etc.) and provide your bank statements (yes, even if they are 6 months+ behind!) and I will record your history accurately and clearly to get you up to date. (All documents will be returned to you in an agreed upon time frame and any documents will be shredded on this end.)
Accounts Receivable Management
Leave the reaching out to clients/customers to someone else!
You will be able to access all your invoices sent as well as review your monthly report on the current aging.
Don't forget those bills you get on a daily, weekly, monthly basis! Never be late on a bill again!
You get final approval of any and all payments leaving your bank account. Your job will be to only review the open list of payable invoices.
Not every business is the same. Keeping track of open and past projects' profits and losses can be a daunting task, but important to know where you're losing or making money.
Trust Your Books can help make sure your next deadlines stay profitable or make you aware of which project isn't. Monthly reports based on customer and/or projects will give you a better idea on where you stand.
Tax Prep & Strategy
Clean financial recording
Ways to Maximize Deductions
Retirement & Insurance Strategies
Tax tips to reduce tax liability
Would changing organization structure save you $$?
Tax tips saving you time & money
Keep track of all sales and its corresponding sales tax to be better prepared for filing quarterly sales tax
Every business is different and you may understand your numbers in a way your friends or business friends may not.
Maybe you want to compare and contrast between one service you provide or another.
Ask what you need to see, on a monthly or one-off basis.