Concierge Bookkeeping Services
Locker Finance Consulting
Invest your time and efforts in running your business. Leave the bookkeeping to me.
Services
What I do
#1
Setup & Cleanup
When it comes to beautifully balanced books, this is a necessary step. We’ll evaluate where you’re at with your books. If needed, we’ll set you up on a bookkeeping platform. Each set of books receives a “deep clean” starting with the current tax year. When we’re finished cleaning up, your books will be up-to-date and accurate.
Inaccuracies can cost you and your business fines, penalties, losses, and much of your valuable time. If you’re not using financial software, the first step will be to set you up with a system that will allow us to keep your books in order.
Clean books are essential for making good decisions for your business, as well as minimizing your tax liability. We’ll ensure everything’s perfect, giving you the peace of mind to run your business (and sleep at night)!
#2
Monthly Bookkeeping
Now it’s time to maintain your books. Our team of experts guarantees your bookkeeping will be correct and complete. All of our clients receive done-for-you books, full reviews & reconciliations, financial reports, and EOY tax packets. We offer add-on services: invoicing, bill pay, project tracking, and sales tax filing.
#3
Financial Strategy & Consulting
Want more support than just getting it done? You can get time with me to learn and strategize around your business, including goals and profit planning.
Most bookkeepers just perform basic data entry. We go further, helping you interpret the numbers and advising you on the decisions you can make to grow your business.
Why Choose Me
Accurate Record Keeping
Always On Time
If we fail to meet our cleanup deadline or our adjusted cleanup deadline, we will refund 100% of the cleanup costs.
Hard Working
If you’re serious about growing your business, just getting your bookkeeping done isn’t enough. We handle the bookkeeping and take a proactive approach to build a specific roadmap for your success.
24/7 Availability
Your bookkeeper will handle the bookkeeping and create a roadmap to get you from where you are now to where you want to be. And they’ll review progress every month, or as often as necessary.
