Virtual Bookkeeping for Small Business
Get back to what you love, leave the numbers to me!
As a Quickbooks Advanced Certified Bookkeeper with a Bachelor's Degree in Accounting and several years of experience as a Staff Accountant, you can trust your business' books are in good hands.
why hire me instead of diy?
Accuracy - Modern bookkeeping software makes it simple and easy to do your own bookkeeping. If your business is small and simple, you can get by with DIY-ing your books and having your tax preparer polish it up at year-end.
But the more your business grows, the more important it is that your financial statements are correct. Knowing with certainty how much your business is bringing in and spending can help you make better, more informed business decisions and grow! Having a great bookkeeper like me on your team will make sure tricky things such as payroll, loans, transfers between accounts, capitalization, and owner’s draws are handled correctly.
Save money - Hiring a professional can save you more money than it costs you. Someone who pays attention to the details and asks the right questions can catch little things that save you money. Simple things like noticing a duplicate subscription, being overcharged by a vendor, or catching a bill that hasn't been paid yet.
Save time - Hiring a bookkeeper will also save you a lot of time if you’ve been doing the books yourself. No more giving up your Saturdays or late nights spent trying to keep your books up-to-date! As a business owner, your time is valuable and you have a lot of responsibilities and job duties you fulfill.
While important and necessary, bookkeeping doesn’t actually bring in money for your business. Having a professional take care of your bookkeeping frees up your time to work on bringing in more clients and revenue.
What makes LeGrand Bookkeeping Stand Out?
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Tax-Prep Experience - I used to be a staff accountant at a CPA firm, so I've handled and cleaned up a lot more books than your average bookkeeper. I know what your tax preparer is asking for and can help make tax-time easy and stress-free!
No more back-and-forth with your accountant trying to get them the info they need during tax season! Let's face it, you have better things to be doing with your time.
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Personal Connection - When you hire LeGrand Bookkeeping, you’ll be communicating directly with me. You won’t get lost in the shuffle of a big company with dozens of clients and your bookkeeping won’t be outsourced to someone in another country.
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Flat-Rate Pricing - Surprises are great on your birthday, but on your monthly bill? Not so much. With me, you’ll know what my bill is before the month begins.
Are your business' books a constant struggle?
Proper bookkeeping is essential to the success and growth of your business
Accurate information equips you to make confident decisions about your business. Without proper tracking of your business' expenses, income, liabilities, and assets you are flying blind.
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That's where I come in. With my virtual bookkeeping services, all of your business information is accurate, organized, and right there at your fingertips. And since I don't charge by the hour, you can get in touch with me about any questions you have and not worry about the extra bill!
My Bookkeeping Process
Classification: The marvels of modern technology do most of the heavy lifting when it comes to getting the bank and credit card data into your books. Where I come in is in the categorization of transactions, organizing your financial data in meaningful ways. This is the foundation of your financial statements and it’s important that it’s done correctly.
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Clarification: I will also contact you throughout the month with questions I have on transactions or other information I need from you. Completing the bookkeeping for your business is a collaborative effort, and I need your help to do it! But don’t worry, I’ll do all of the boring and tedious parts of bookkeeping you’ve been avoiding.
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Reconciliation: Once all of the data has been entered, the bank and credit card accounts need to be reconciled. This is a crucial step to ensure that what is being reported on your financial statements is accurate and complete. Duplicated income or missing expenses affect your bottom line, which also determines how much you’ll owe in taxes.
Reporting: Detailed financial reports so you can compare present performance to the past, evaluate your business’ health, and plan for the future. Having accurate books doesn’t do you or your business any good if you don’t do something with that information!
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Ongoing Communication: I want to make sure that you’re getting the most out of my services. Part of that is you reaching out to me with questions or concerns that come up throughout the month. I don’t charge by the hour, so you don’t have to worry about surprises on next month’s bill.
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Communication with CPA: With my background as a staff accountant, I know what your tax preparer needs for doing your taxes. I keep this in mind throughout the year when classifying transactions. Simple things like splitting out owner’s compensation for a corporation or putting non-deductible expenses in a clearly-labeled account allow your accountant to focus on the bigger picture.
During tax season, I will communicate directly with your tax preparer, send them the necessary documents and statements, and answer any questions that come up. Getting your taxes prepared has never been so easy!
While preparing business returns as a Staff Accountant, I cleaned up a lot of messy books. I saw that business owners really needed someone to keep their bookkeeping straight throughout the year and not just do a quick cleanup once a year.
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Having this experience with the back-end of preparing business tax returns makes me a much better bookkeeper because I know what your tax pro is looking for!
get started today!
Interested in getting started? Here are the next steps:
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First - Schedule your free consultation with me
Don't worry, this is a no-pressure conversation; not a hard-sell.
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There are a few ways to get in touch. Simply click on one of the buttons below to call or text, schedule directly on my calendar, or email me.
Second - The consultation
Our consultation will be done via phone call and generally lasts about 30 minutes.
What we'll talk about:
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where your business is at
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where you want to be
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fears
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dreams
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what you're not enjoying
I want to get to know you & your business as well as see if we'll be a good fit to work together!
Third - The proposal
If we both decide we'd like to move forward with a proposal, I'll need view-only access to your current cloud accounting software as well as some other documents.
Once I see where your books are at currently, I'll send you over a proposal outlining the services I'd be performing and your unique quote.
Finally - Onboarding
If you're satisfied with the proposal, you'll sign an engagement letter, pay, and I'm off to work!
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I know it sounds like a lot of steps, but it's important to get started on the right foot for what I hope will be a long-term relationship!