Davis, CA Small Business Networking

"I can’t recommend Mary Clark highly enough. When we opened DriveCity Lube & Smog, our books were a puzzle of three different POS systems, a mid-year software switch, and DMV Business Partner transactions that don’t fit any standard template. Mary sorted it all out. She reconciled every system,..." Read more "I can’t recommend Mary Clark highly enough. When we opened DriveCity Lube & Smog, our books were a puzzle of three different POS systems, a mid-year software switch, and DMV Business Partner transactions that don’t fit any standard template. Mary sorted it all out. She reconciled every system, tracked down the gaps, and helped us file our first annual CDTFA sales tax return on time with no penalties. She also built our QuickBooks setup for DMV fees so it actually works for how we do business. And she’s sharp: she caught a payment discrepancy on one of our accounts that we would have missed completely. Mary is organized, responsive, and patient with owners who are still learning the bookkeeping side. If you’re a small business that wants someone who knows the work and treats your money like it matters, call Mary. — Jazzy Jorgensen, Co-Owner, DriveCity Lube & Smog, Dixon, CA"

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Answer • Bookkeeping

How did you become a new bookkeeper?

from

Answered on May 15th, 2023

I have been a bookkeeper for 27 years. After COVID I decided I didn’t want to return to a big firm, I wanted to return to my roots and help small businesses. I took the Quickbooks certification course and a few others to reintroduce myself to small businesses and any new ways to help them. I continually take courses because the world and laws change constantly and I want to be prepared for that. (more)

Referral details updated

Our ideal customer

Small business owners, contractors, tradespeople and freelancers who want accurate books but do not have the time to keep them. Some want us to handle everything each month; others keep their own books and want a team to call when they get stuck. They value being able to reach a real person, and they want to spend their time running their busine...