WE KNOW YOUR BUSINESS INSIDE-AND-OUT Everything we do focuses on Profit Improvement and Cash Flow Management. Including Accounting! We have a strong belief that accounting needs to be for the purpose of running your business, not for the purpose of simply completing a tax return at year end. ________________________ WHAT MAKES US DIFFERENT ? #1 >> PRECISION ACCOUNTING We fully understand the flow of your money through your business. Within our bookkeeping processes we document each stop your money makes in your business. NO SHORTCUTS! Why is this important ? When your bookkeeping reflects each step of the transactions in your business, you allow for the most accurate and complete financial reporting statements possible. It eliminates timing errors. It eliminates assumptions. PRECISION ACCOUNTING will Reflect your TRUE & ACCURATE Profitability. #2 >> PROFIT FIRST PROFESSIONALS She Profits Now is a Profit First Accounting & Coaching Firm. We are trained and supported by Profit First Headquarters. Our services are 100% PROFIT focused. Can you say this about your current bookkeeper?
#3 >> OUR COMMITMENT TO KNOWING YOUR NUMBERS We have a pledge to YOU! YOU will "KNOW YOUR NUMBERS"! The key to your success is within your numbers. Our services include growing you as an entrepreneur. We give you the information you need to actually USE your financial statements.
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If You Are Seeking an Interactive Approach to Accounting, Consider She Profits Now! Precision Accounting Profit First Cash Management Focused Weekly Data Entry Monthly Reporting w/ Mini Financial Health Dashboard Training on How to Read Your Financial Statements ________________________________
We want to assure that your business is on the right track to reach your goals. And, to reach your goals, you have to fully understand what the data is telling you. Committing to She Profits Now Accounting + Profit + Tax will allow you to be informed, keep a close eye on your profits, and respond quickly when financial activity leans in the wrong direction.
You're dreading tax time, right? Crazy thing ... is that I love tax time. Why, you ask? Because tax time gives us the opportunity to close the door to the past and focus on the future of your business. Throughout the year, as we are working together to strengthen your profits and cash flow, we will be discussing tax savings strategies and opportunities - it's part of the equation. And, we will use my client collaboration and communication system to keep tax time organized and efficient. So that you can stay focused on your high level and top priority goals.
How does the process work? Upon receipt of your payment, we will begin our communication process. First, we are going to send you an invite from Basecamp, our project management software. Basecamp will be used for communication, collaboration, task management and document sharing. When you get into Basecamp, the first task assigned to you is going to be a 4 minute Basecamp overview video. I am confident you will find this technology simple to use, and efficient.
Once you get into Basecamp, you can begin to work through the tasks I have assigned you. This is our intake of your business and personal information for tax return preparation, as well as tasks relevant to the documents we will need from you.
Within Basecamp, there is an option to document your tax related questions. Since tax season is so intense, our goal is to be most efficient and effective with our time. Thus, having all of your tax related information, along with your tax questions, allows us to maximize the time we spend one:one answering those questions. If you don't have questions documented in Basecamp, we will move forward with preparing your return. If you DO have questions documented, we will reach out to you for a tax Q&A.
Once your tax returns are prepared, we will upload them to Basecamp for your review. If we have questions while preparing, we will post the questions to Basecamp. You will get notices of any posting or comments made within Basecamp either by email or using the phone app we ask you to download. And, of course, we will review your return with you when completed, before filing.
Let's do this ... let's close down 2019 so that we can focus on 2020's success. ENROLL NOW !!! Please give us 24-48 hours to send your Basecamp invite to get the process started.
