The Accounting Auntie
The Accounting Auntie

The Accounting Auntie

Offers remote services
Offers remote services
$45/hour
estimated cost


Select a service
Zip code
Accounting needs
Annual income
Accounting software

Responds in about 3 hours

Introduction: Hey there, Potential Client! My name is Shellise Rogers, I am a Financial Management Accountant, and business strategy advisor with 11 years of experience. Our firm services companies all over the United States virtually. As your personal CFO, my mission is to ease the overwhelm, anxiety, and stress you may feel managing your finances so you can achieve your goals, identify projects that provide growth opportunities, and increase profits. Here are a few examples of how we've helped our clients with our Best In Class accounting services: • Raise profits 120% by analyzing existing programs and redesigning budget and spending plans to maximize ROI; • Promptly collected $40,000 in unpaid invoices due; • Clean up $70,000 in accounting mistakes from previous bookkeepers; • Setup QuickBooks, Xero, FreshBooks, and Wave Accounting Systems; • Create budgets, monetary policies, and automated workflow systems that have saved clients over $20,000 annually; • Researched and secured a $3M line of credit resulting in cash flows to generate an additional $10M per year in revenue; • Develop high quality business plans + pitch decks ensuring their alignment with objectives such as securing investors or large loans; • Catch up 5 years of unkept financial books while maximizing tax deductions; • Oversee weekly payrolls for over 250 employees and contractors and filing W2's & 1099s for each employee; • Crafting budgets that help owners pay themselves livable wages! • Teamed up with SCORE, SBA, and Ureeka to host 14 workshops in 6 months educating business leaders on how to be 'Money Smart' and providing practical introductions to accounting topics; • 92% of our clients report that from the time we started working together they now feel clear and confident in understanding their business's finances so they can improve the financial health of their company. Communication, Clarity, Patience, Understanding, and Expertise are what you can expect with me as your Accounting Auntie. I hope to assist you on your path to success!
Overview

Hired 11 times

Serves New York, NY

Background checked

4 employees

5 years in business

Payment methods

Check, Credit card, Stripe, Zelle

Social media

Instagram

This pro indicated that they reviewed CDC safety guidelines for COVID-19 and pledged to do the following:

Maintain 6 feet of distance from customers

Wear masks during the job

Wear gloves during the job

Disinfect surfaces touched during the job

Featured Projects

4 photos

Reviews

Customers rated this pro highly for professionalism, value, and work quality.

Exceptional 5.0

5 reviews

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pro avatar
Cheick C.
Dec 12, 2021
·

Hired on Thumbtack

Hired on Thumbtack

As a small business owner it is great to work with the Accounting Auntie communication has been fluid from the beginning until this present day
The Accounting Auntie's reply
Thank you Cheick! We enjoy being your trusted advisor & accountant!
Accounting
pro avatar
Chandra D.
3 weeks ago
Shellise is very knowledgeable in bookkeeping procedures and the quickbooks program. She is patient in teaching the program and providing the level of service that we need (teaching us to manage what we can while she takes the more complicated pieces). We appreciate her efficiency and professionalism and look forward to seeing her each month. She is prompt, professional, efficient, accurate and her rates are very reasonable.
The Accounting Auntie's reply
Thank you, Chandra! It's always a pleasure working with you and your team. Witnessing your business' growth in just one year has been one of our major highlights! We enjoy being your trusted advisor & accountant!
pro avatar
Sharon B.
May 1, 2021
WOW! I definitely had to get on here and leave a review for my Finance Aunty! She's a GODSEND. I'm the owner of an online retail boutique and I'm honestly clueless when it comes to all this finance stuff. I really appreciate that Shellise takes the time to explain my business finances to me in an understandable way...she took it even FURTHER and provided me with a course she created, and resources that even helped me understand my personal finances. We're still in the middle of our growth plan for the business, but I've made 8k more so far just following her advice! That makes all the difference! Working with her, you get someone in your corner who is experienced working with small businesses, understands pain points, and can actually help you grow. I HIGHLY RECOMMEND HER
The Accounting Auntie's reply
Sharon! Thank you for all the feedback and kind words! We're so happy our 'Money Talk' course series have helped you so much. You remind us of all the benefits that come with being Your Accounting Auntie, to even more profit growth this year!
pro avatar
Cheryl H.
Sep 15, 2021
Very professional great listener and always on time thank you it was great working with you.
pro avatar
Kam-Au A.
Oct 12, 2021
·

Hired on Thumbtack

Hired on Thumbtack

I offered to make the hire.
Accounting
Credentials
Background Check

Shellise Rogers

FAQs

  • What is your typical process for working with a new customer?

    Phase I: Discovery This is an opportunity for us to get to know you, your business, and your financial needs as they currently stand. Phase II: Set-up/Clean-Up If your Discovery shows that you need new software or cleanup in your current system, we are going to get you setup with the software and apps that best fit your needs. Phase III: Process Improvement You are now setup with a fantastic system! We will use the information in your reports to dig deep into your business goals and take you to the next level of success.

  • What education and/or training do you have that relates to your work?

    I am a Financial Management Accountant, and business strategy advisor with a Bachelors + MBA in Accounting & Finance and over 10 years of experience.

  • What types of customers have you worked with?

    We love working with business leaders who have built their businesses by surrounding themselves with talented people who can serve their customers well, but have maybe struggled to find business strategy advisors and accounting professionals who understand their goals, can answer their essential questions, maintain high performance standards, and really partner with them for their company’s success. Our clients services/industries span: - Technology Services - Consulting Services - ECommerce - Healthcare - NonProfit Organizations - Landscaping Services - Marketing Services - Cleaning Services -and more.

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