Work with Me...

Listed below are the services I provide for your business to help relieve the stressful financial tasks you perform. Let me help you to gain control of your books, whether I train you to DIY or you bring me onto your TEAM to do it all for you.

I will help you to gain financial freedom, clarity and more time to do what you need to drive your business! It’s time to stop the cycle of constant overwhelm of your business finances and hand it over to someone who can give you peace of mind and guidance!

If you don’t know what services you need or have questions, contact us!

Check out my QuickBooks ProAdvisor profile

Bookkeeping

Tired of spending countless hours on bookkeeping when you know you need to be focusing on running your business? It’s time to let me take over your books, I promise to deliver excellent services to you!

With my help you will have the opportunity to see where you’re business is really at, so you can plan to scale in a way that works best for your business. I provide accurate books, communicate clearly and provide inspiration to help you move forward!

Cleanup | Setup | Training​

Cleanup

If you’ve fallen behind on keeping up your books, don’t worry because I’m here to get you back on track with my clean up services. I enjoy helping people clean up old books and get them on the right path for success.

Setup

Do you only need someone to help you get started on the right foot? Then Setup is what you need. Let me set up your QuickBooks Online so you can take over and do the work! Setup is perfect for those DIYers out there.

Training

Training is a great supplement to those DIYers so they get started on the right foot with the system specifically designed for them. With over 15 years of training experience at colleges and to individual businesses, Info For You Bookkeeping will design a training course that is specific to your individual needs. Don’t waste time sitting through a cookie cutter training session or hours and hours of YouTube videos to find the answer to that one question. Make the most of your time by getting training from Info For You Bookkeeping! Here’s a listing of our most common requests in this area:

Cleanup

Enter your description
  • Fix Reconciliation Discrepancies
  • Clean up existing accounting software
  • Notes to keep you on track in the future
  • Create a system & plan for you
  • Email & Slack Support
  • Recoding Transactions for Accuracy
  • Weekly Progress Reports & Status Updates
  • CPA/Tax Prep Communication for accuracy
  • Setup Problem Corrections
*There are many features & services involved in clean up

Setup

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  • Evaluate your software & accounting needs
  • Design/Setup Chart of Accounts
  • Input all beginning balances
  • Setup Company Settings
  • Import Lists (Vendor, Customer, & Inventory)
  • Input all outstanding A/R & A/P information
  • Upload Transactions
  • Connect Bank Feeds
  •  
Popular

Training

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  • Virtual Training Sessions
  • Determine Business Issues to Correct
  • Agenda customized to your needs
  • Create plan for customized agenda
  • Training hours determined by your need
  • Sessions recorded for future reference
  • Answer Questions & Concerns
  • Training Packet Included
  •  

*These services can require a retainer up-front and ongoing services range after completion of these services. Contact me for more details!

Consulting

There are so many ins and outs of your business and sometimes you just need someone to take over certain areas or need some guidance to handle it yourself.

Don’t worry, that’s what I am here for. I have worked with many different types of business owners and have learned the ins and outs of different industries along the way.

Industries I have consulted with:

  • Advertising
  • Aerospace
  • Chiropractic
  • Construction
  • Gas Stations
  • Hair Salons
  • Manufacturing
  • Prison Security
  • Property Management
  • Real Estate

Potential Topics

  • Strategic Planning
  • Goal-Setting
  • Time Management
  • Project Management
  • Setting up Systems & Processes for your business
  • Budget Planning & Analysis
  • Cash Flow Projections

If you do not see a topic listed that you are interested in having some consulting or training, please contact me!

I'm here to help, no matter what you need!

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