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
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
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:
Why Outsource your bookkeeping?
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:
- 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!