Simple!

It allows you to focus on the parts of your business that bring you money that you love and truly let you be the visionary of your business.

I make sure you're up to date on your numbers and give you snapshots, highlights, and insights about how your business is doing.

You will be empowered and *excited* to get these reports as you strive to beat your own profit goals and continue to improve your business.

Passion.
I am an online entrepreneur myself. I understand your systems, your struggles, and your drive. I believe in the limitless potential of your business. I'm here to help your business thrive because I think numbers are your road map to success.

Professionalism.
I am an Accountant with 11+ years of accounting under my belt. I don't prepare income taxes but can guide you along the way to make smart tax moves and make sure you're in the hands of a trustworthy tax preparer.

Got questions on how to register your business, pay estimated tax payments, what you can write off, and what to do when you hire help? I've got the answers.

Productivity.
I am fast and efficient. I'm a ninja with systems and can show you your income by revenue stream. You will receive timely reports with useful detail, not just some sloppy data that doesn't make sense to you.

No way, Jose! If you're serious about your business, you'll take the numbers seriously.

Tracking your sales, costs, and profits is how you make intelligent business decisions and reach your goals.

You may be small today, but with my insight and your ability to focus clearly on the growth of your business, you will grow.

No, you don't. I understand this isn't your forte, and I take it off your hands. 

Part of my onboarding process is to get you set up with clean books from either the first day of business or the first day of the current year, whichever you prefer.

I offer discounted catch-up services as a new client incentive.

I understand this is part of the process and am here to help.

You don't need to have it already. I include a free subscription to Xero, which is my preferred accounting software.

Sometimes it's easier to start with a clean slate, so don't worry if you don't have it yet. I will guide you as to the best fit for your needs and help you get set up.

I request read-only online access to banks, credit cards, PayPal, and your invoicing system (if separate).

Almost all of these allow a read-only accountant log in, and I will help you figure out how to set it up, so your data is secure.

This allows me to work efficiently and avoid bothering you for data requests or more information found within these banks/platforms.

Once your books have been set up, I maintain them monthly or quarterly, depending on what package you choose.

After the month or quarter ends, I will pull your reports and categorize your transactions.

You will receive one e-mail of questions/clarifications if needed, and once those questions are answered, you will receive your report with highlights of what the numbers are telling you.

You will have your books by the 15th of the month, if not sooner.

My monthly base packages start at $400 a month and vary based on your complexities and needs.

When we work together to implement sound systems that allow us to deliver high-quality, accurate data, most clients fall to the minimums.

If you need your books caught up, there will be a one-time setup fee.

You are billed on a monthly auto-pay subscription.