Who I work with
I've had my share of experiences with a diverse group of businesses over the past 30 years, enabling me to serve new and small businesses of all specialties.
Are you juggling bookkeeping with your business responsibilities?
It’s time-consuming, tedious and boring to most. It takes you away from doing what it is you need to be focused on. Every small business needs a good bookkeeper behind it to keep the finances in order.
By making a painless switch to T Rex Bookkeeping, you’ll save time and eliminate unnecessary stress and hassle. I take care of all the bookkeeping nitty-gritty, leaving you free to concentrate on what matters the most.
Frequently Asked Questions
Bookkeeping is maintaining the income outflow of money and putting it in an order that will allow your CPA to report each area for taxes. The organization of your fiscal plan is key to what I like to do.
I’ll teach you how to set successful bookkeeping habits to reduce the overwhelming critical part of your business. I’ll set up your bookkeeping software, create a chart of accounts, and complete the prep work needed to present to your CPA for taxes.
Sure, I’m super gregarious and love to make things easy to do. Doing your bookkeeping is fun. It’s also time-consuming, stressful, and tricky to keep accurate. I can help you learn the ins and outs of what’s necessary to maintain your books, but is it really in your businesses’ best interest for you to pull yourself away from growing and serving?
Not at all. I’ll do my best to get everything in line for your end tax reporting, but depending on my client load, my CPA’s client load, and of course, the time it takes to reconcile everything, we may have to request a tax-filing extension.
Want to get your time back?
Help is at hand!
As your dedicated bookkeeper who will take over your bookkeeping so you can keep an eye on your bigger picture for greater profitability. At a fraction of the cost you might expect.
What I'll need from you
When we start working together I will need to collaborate with you for access the information that is needed to complete and maintain your bookkeeping.
Gather Source Documentation
From there
I'll create the systems that will lead you to track and understand the financial health of your business, which will allow you to make better business decisions with accurate financial data confidently.
Categorize Transactions
Reconcile Transactions
Prepare Financial Statements
As time consuming as it may seem
It's Vital
and once you've gathered your source documents you can move one to doing what it is that's important to growing your business, while I take care of your books.