An Empowering Client Story

I just had a client come in and give me a “high five”. She was totally excited that she was able to complete her bookkeeping work all on her own whereas this time last year she was completely terrified to even talk to a CPA or look at her business finances.

She said she now feels like she can use QuickBooks like it’s Microsoft Word and not a big scary program like before. She also strongly encouraged me to share this story since she never felt this type of freedom was possible.

Since she reached out to me last summer, we’ve been working together to clean up her QB file which was a big MESS inherited from her previous bookkeeper. And in the process, she has steadily been releasing her fears and resistance and now feels completely empowered and has even gained a sense of strength from knowing that her numbers are clean and straight.

I’m sharing this because it makes me so happy to see this transformation occur with my clients over and over again and because it is my passion to help entrepreneurs make their accounting processes and procedures easy, enjoyable and even fun!

If you are even a little bit afraid of your numbers and don’t want to be, I can help relieve your stress! Please give me a call for a complimentary “Love your Numbers” 30 minute discussion about the current state of your business accounting. You can do this!

Let me know if I can help.



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Last year I was feature in a blog post by Aly and Andrea’s on the top of Small Business? Know Your Money Big Time. Here is a repost of what we discussed.

As a small business owner, what do you need to be doing with your money? What do you need to know (that you don’t know now, but are afraid to admit)? More importantly, what do you need to stop doing NOW so your company can thrive? We chatted with CPA Deidra Ryan and dug up some great nuggets for you. If you have specific questions, ask in the comments below and she’ll answer. For starters, here are a few bookkeeping basics, straight from the CPA and Certified Quickbooks Pro Adviser herself, Deidra Ryan:
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January is the time to wrap up the old and start with the new

This goes for all your 2011 and 2012 tax, accounting and bookkeeping work as well.

Now is the time to meet with your tax accountant, if you haven’t already, to calculate your tax estimate for 2011 so you can avoid penalties and interest for not paying your tax on time.  Remember, for self-employed individuals and partners or shareholders who receive K-1 income, January 17th is the due date for your 4th and final 2011 estimated tax payment (Form 1040-ES).  In addition, good planning now will help you avoid a big tax bill surprise in April regardless of whether you are self-employed or not.
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