Let me help you develop a bookkeeping records management system that will help you save time and money throughout the year.

Working with Sole Proprietors to develop an efficient bookkeeping records management system for their business. 

Helping You Manage Your Bookkeeping Records

😕Are you trying to do your own bookkeeping but it’s not working?

🔎Have you lost more records during the year because you don’t have a system in place?

💲Would you like to have your books in order at tax time and know that you’re not paying more taxes than you should?

Doing your own bookkeeping sounds simple, until you sit down with a pile of receipts and bills in front of you. No wonder so many small business owners shove the receipts aside for later and then find themselves not ready at tax time.

You’re not alone – unless you are a trained bookkeeper, most small business owners do not know how to get started and maintain their bookkeeping records. In fact, you may have a box of receipts sitting in the corner right now that you’re not sure what to do with.

What I’ve Learned

Working with small business owners throughout the United States I now recognize 3 main problems small business owners have with keeping their bookkeeping up to date:

💥Lack of information

💥Lack of resources

💥Lack of training

To solve these problems, I teach a system that helps small business owners:

Develop a Records Management System.  As the owner of your business, you have vendor invoices, customer billings, bank deposits, digital transactions, credit cards, equipment purchases, and more to maintain in an organized manner.  My system helps you organize and maintain these important transactions.  

Choosing an Accounting System. An accounting system provides you with a clear picture of the health of your business. My system will help you choose the right accounting system for your business.   

Learn how to Manage Your Bookkeeping. Managing your bookkeeping records throughout the year will allow you to provide your tax accountant with accurate records, which will save you time and money at tax time. My system guides you in how to setup and maintain your records that effect your bottom line. 

The Bookkeeping Records Management System will teach you to organize and maintain your records efficiently. 

 

Feedback & Reviews

Our clients are important to us and we would like to thank each one who has continued to allow us to serve them year after year. 

” I had no idea how to get started with setting my business up. Terri is a wealth of information. She guided me through each step to get started correctly and kept me informed throughout the entire process. From local business licenses to registering with the federal government, Terri took care of everything.” 

HR

Auto Repair Shop

“Trucking is hard enough, but the paperwork is a nightmare. Terri has kept all my returns and DOT files in compliance. Every audit has been handled professionally and I am always in compliance. Thank you Terri for keeping me straight.”

RL

Independent Trucking Company

“Terri has handled our bookkeeping and tax preparation for over 20 years. Her services are efficient and handled with the upmost integrity.  We value her input and look forward to many more years of working together.”

JC

Small Manufacturing Company

What makes my service different?

First, since 1985 my husband and I have run a small business with employees. I know the frustration of trying to find the information and resources needed to get my office organized and provide the correct information to our tax accountant.

Second, I work directly with my clients to understand their business and help them develop a bookkeeping system that is based on their needs. Each business is different and there is not a one-fits-all record keeping system.

Third, I have over 30 years’ experience working exclusively with small business owners. This allows me to help my clients understand the importance of records management and how to organize their bookkeeping to get them the best tax savings at tax time.

Integrity, professionalism and reliability is the driving force of my services to my clients. I take the time to get to know you and your business needs. I’m here for one purpose – to help you manage your bookkeeping records efficiently. 

Integrity, professionalism and reliability is the driving force of my services to my clients. I take the time to get to know you and your business needs. I’m here for one purpose – to help you manage your bookkeeping records efficiently. 

Ready to Get Organized?

Whether you’re just starting or have been in business for years, let my Bookkeeping Records Management System help you get organized. 

Let us help you keep your books and taxes current and in compliance.