Let’s meet! This can be done over a call, coffee or zoom. After introductions, we’ll discuss your business and goals. Where are you at versus where do you want to be? Then we'll cover division of work, current workload, and expectations to ensure we’re a good fit!Schedule
Making it Official
You’ll receive the initial questionnaire to gather all the information necessary to work together. This may include logins, workflow, and points of contact for me to get started. I'll get all the nitty gritty details about your banking and current bookkeeping (or lack thereof) to get started.
This is the most time intensive step. Once able to access bank accounts, I’ll begin learning your business’ finances. If you have QuickBooks Online (QBO) already setup, I’ll login and begin reviewing your current accounting. Otherwise, I’ll get you set up and link your accounts. (I’m happy to work with the desktop app if you prefer!)
Now that I’m more familiar with your financials, we’ll have another meeting. You’ll address any questions I have about various transactions, vendors, or classifications. You’ll get an idea of what your bookkeeping will look like going forward and any questions you may have answered. We’ll iron out the details for smooth sailing.
Once I’ve learned the ins and outs of your books, we’ll develop a routine based on your business and schedule. Your accounting will be managed progressively through the month. So you’ll receive reports for month-end by the 10th of the following month. I’ll also provide recommendations for growth based on trends in your books.
I’ll be in touch with your CPA either quarterly or annually, depending on your business’s needs. If you’re concerned about tax expenses, forecasting net income can provide you an idea of what will be due at tax time. We can also work to optimize your budgets before year-end close to make your profits work for your business.
I’m Jacquelyn, your bookkeeper and finance nerd. For over a decade, I’ve worked with small business owners, keeping clean books and providing actionable recommendations based on their financials. My specialty is in the construction and manufacturing sectors. I’m a full charge bookkeeper, which means I can handle all of your bookkeeping tasks from receivables to reconciliations. Additionally, I’ve worked as an analyst, pulling meaningful insights from marketing, operations and financial data. My goal is to find the clues in your finances that help guide your next steps, leading to building a better business.
Beyond bookkeeping, I’m a Christian, coffee addict and dog mom, graduating soon with my degree in statistics from University of South Florida. I strive to honor God in all that I do. Growing up around small business owners, thanks to my dad and family friends, I found a desire to help them succeed. I saw firsthand how hard it is to find reliable, trustworthy people who believe in your business like you do. There’s a loyalty that’s hard to replicate in employees if they’ve never loved a business like it was theirs.