Click on the items below to learn more about the benefits of hiring Katrina as your bookkeeper!
Savvy business owners and entrepreneurs know their time is better spent on activities that generate revenues and attract customers rather than doing bookkeeping tasks. You will be able to offload part or all of the responsibilities related to the financial side of your business. This free time coupled with reporting of financial information from us, will allow you to focus on more efficient operations and increasing the fruits of your labor. Hiring a bookkeeper can also mean freeing up some of your time so you can spend it doing the things you love outside of work. Whether you lack time, training or desire to keep track of your financials on your own, outsourcing can be the answer.
Ease and Convenience
Services include weekly or monthly pick-up and delivery offered, per agreement terms. Free up office space that would have otherwise been used by an in-house bookkeeper.
Save on expenses such as payroll taxes, employee benefits & training. No need to purchase additional office or computer equipment to accommodate an in-house bookkeeper.
Independent bookkeeping service fees are a fraction of the cost of a CPA firm’s fees and we will work with your CPA as needed. We offer a fixed fee service, giving you predictable and consistent costs, rather than fluctuating hourly charges.
Katrina has Professional Bookkeeper Certification (PB) with over 12 years of accounting, and has bookkeeping experience with small and growing businesses. She is also Certified by Intuit as a QuickBooks Online ProAdvisor and an AIPB Member (American Institute of Professional Bookkeepers).
It is very important to maintain accurate financial records as it ensures you will get all the tax deductions you deserve
Most business owners have no idea where they’ve been, where they are, or where they plan to go. The income statement provides the monthly ‘score’ for the business. By comparing the current month to prior months, a business will not only determine whether or not they’re improving, but also why profits were up or down.
The balance sheet provides information on financial resources and obligations. This will help determine the strength and soundness of the business. By tracking key indicators the business owner(s) and Oak Tree Owl Bookkeeping can identify potential problems before they become overwhelming.
Ready to learn how Oak Tree Owl Bookkeeping works and set up a meeting to talk about we can help your business? Click here.