FAQs
- How did you get started doing this type of work?
A friend asked me to help her understand how to use Quickbooks. I then started teaching others. I realized there were so many small business owners that had no clue how to use Quickbooks and worse many didn't even understand their financial information. I decided to offer more than just bookkeeping after working with some larger companies and watching how they used their financial information. I saw that many small business owners were just like me...we wanted to be our own boss but what we really did was create a nice job for ourselves, not a business. A company with a value that can be sold. I struggled to take my business to the next level because I couldn't get the information I needed on how to do it. It's more than just selling more. It's about branding, creating systems, marketing and sales. Every aspect of your company should have a system, written down and followed by all employees and you so that your company can function independent of you. Once you can do that you have a company not just a nice job.
- What advice would you give a customer looking to hire a provider in your area of work?
You must feel comfortable with a bookkeeper. Ask for referrals, after all this person will have access to your financial and personal information. Ask questions, How many years have they been in business? Will they work at your place or remotely? How will they safeguard your information?