Bookkeeping Services

Coaches and Solopreneurs

Picture It Personal Finance is here to help you finally feel in control of your money! You can quit stressing about your business budget, whether or not your books are current, and no longer dread tax season. You can start paying yourself more and with consistency, allowing you to take time away and rest like a boss

Services:

Bookkeeping

Let me lighten your load so that you can run your business and then go home for the night. You’ll get rid of the nagging feeling that your books are out of date. You’ll receive monthly or quarterly financial statements. This makes filing taxes easier, and arms you with the info you need to make decisions for your business. Service includes:

  • Recording, classifying, and posting transactions
  • Reconciling account balances
  • Financial statement preparation 
    • Balance Sheet – shows what your company is worth
    • Income Statement – shows net income for specific time period
    • Statement of Cash Flows – shows where cash came from and where it went
  • Customized chart of accounts
  • Adjusting entries
  • Yearend financials for your tax preparer
  • Accounts receivable & invoicing
  • Accounts payable and bill pay
  • Location and class tracking

Trusted Advisor

I love digging into the numbers, and that means you can take advantage of that! The service includes in-depth review and analysis of your financial statements. This gets presented to you in a digestible way. You will understand what the numbers are telling you! This is oh so important because it helps you make smart money decisions. You’ll know where your money is coming from, where it is going, and whether or not that activity is improving your business.  Services include:

  • Budgeting with cash flow forecasting
  • Benchmarking for services
  • Benchmarking for locations
  • Key Performance Indicators
  • Typically performed in conjunction with Bookkeeping Services

Clients
cheerful multiethnic man and woman running together in winter park
Photo by Julia Larson on Pexels.com

Coaches

You know your zone of genius. Maybe it’s business, health & wellness, marketing or lifestyle. Whatever it is, if it’s not bookkeeping consider working with me so that you can put your energy toward supporting your clients in the most quality way.

Photo by Element5 Digital on Pexels.

Solopreneurs

You want to go home at the end of the day to spend time with friends and family – not worry about your books. Let me help you. I can be your financial accountability partner, so that you stay focused on your talents and grow your business.

Let’s build something great together.