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Outsourced financial services for growth and peace of mind.

Our goal is to support you, the business owner.  Let us help you free up time and head space to grow your business.

Unrecognizable business partners meeting at cafe table and discussing data on tablet computer over coffee

Insight you can count on for better business decisions.

Historically, the bookkeeper has been under utilized by business owners.  Accountants often focus solely on taxes, providing financial information to business owners long after it's relevant for business decisions. 

Bookkeepers are part of the day to day operations and are positioned to assist business owners with real time decisions in your business.  

Most business owners don't understand their financials. You feel overwhelmed by the level of detail and skill needed to track and understand the finances of your business.

Our goal is to come alongside small and mid-size businesses to gain insight from your monthly financials.  We communicate in a way that makes sense for your business’ growth and success.  Sound financial decisions lead to healthy, better businesses.

Types of services we offer include:

Bookkeeping / Accounting

Monthly/ ongoing bookkeeping services

Annual catch up bookkeeping service, often in preparation for tax season

Start up/ New business set up of accounting software and systems for financial tracking

Quickbooks Online Consulting

Quickbooks Check Up to make sure your finances are tracked accurately

Error Diagnosis to identify and correct mistakes

Training for business owners or your employees who want to do it themselves

Retirement
Planning

For Business Owner including financial plan, recommendations for best retirement vehicle and investment advice

For Employees including recommendations for retirement planning set up and implementation

Personal financial plan to make sure you are on track to reach your goals

Charitable
Giving

Annual donation plan based on your values and goals

Donor Advised Fund including plan creation and investment advice

Experience Matters. So Does Likabilty.

Our #1 recommendation for business owners is that you feel comfortable with your bookkeeper, accountant, financial planner and investment advisor. If you don’t feel comfortable chatting with your finance people, it’s time to find new people! The industries we specialize in include:

Investment Advisors

Alternative / Hedge Funds

Counselors/ Therapists
(Both sole practitioners and team practices)

Social Services Agencies

Non-profits / Churches

E-Commerce

Why Outsource your bookkeeping?

Cost Effective

It can be expensive to hire a full time employee.  With outsourced bookkeeping, you are paying for what you need and not what you don’t.

Expertise

It’s hard to find a part time employee with the expertise you need.  With outsourced bookkeeping, you get professional services when you need them.

Accuracy

Your eyes may gloss over with all the details that need to be tracked.  With outsourced bookkeeping, we have systems and processes in place to ensure we don’t miss anything.

Consistency

You’re busy and often push the books to the bottom of your to-do list.  With outsourced bookkeeping, we have regularly scheduled time that we spend on your business.

Backup

As entrepreneurs, you keep so much in your head.  With outsourced bookkeeping, you have a partner that knows your business and help keep it running smoothly.

Focus

Starting a business and running a business is not the same!  With outsourced bookkeeping, we help run your business so you can focus on your clients and growing your business.  

Fraud Prevention

Your business supports you and your family.  With outsourced bookkeeping, we are an extra layer of security monitoring your finances to make sure fraud doesn’t happen. 

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Meet Kelli Bagby

I have 20 years of experience working with a variety of businesses including non-profits, social service agencies, breweries and investment advisors, to name a few.  I have an MBA from the University of South Florida and over 20 years of bookkeeping, operations, and finance experience. I have also obtained an education certificate from The American College for the Certified Financial Planning designation.

I am passionate about supporting business owners and fascinated by different business structures. Entrepreneurs take a risk by following your dreams. It's my honor to come alongside you to support those dreams. 

Technology has transformed the way we conduct business.  I use technology to enhance my virtual bookkeeping practice to ensure security and efficiency.  I am a Quickbooks Certified ProAdvisor as well as Cloud Best Practice Certified.  Other apps I use include:

  • Asana
  • Lastpass
  • SmartVault
  • Autoentry
  • Docusign
  • Google Drive
  • Microsoft 365

Ready to get started?

Book a time today via my online calendar or contact me directly.  I look forward to chatting with you!