About Us
I help small business owners understand how important regular bookkeeping is for their bottom line and customer satisfaction. Relieving business owners of the bookkeeping task will allow the business owner more time to run the business and pursue profits. I am a Pro Advisor for QuickBooks Online and Pro Advisor for Xero. I am also a Notary for the State of California. This firm was launched in September 2017 after spending years in Corporate America. I always had a desire to have a bookkeeping services firm to support small businesses and to help them succeed.
The products and services we offer
Recommendations Received (4)
"
Looking for someone you can trust to help with you all bookkeeping
Mamie is knowledgeable..."
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"
Looking for someone you can trust to help with you all bookkeeping
Mamie is knowledgeable and experience ….
"
"I refer clients to Mamie because she is dependable, honest, experienced and trustworthy!"
Products & Services
Free consultation to understand your business, concerns and goals, regular financial reporting (Balance Sheet, Income Statement, Cash Flow Statemen...
Recommendations Given (6)
"Jules Khan is a long-term Notary Signing Agent, a most important assignment for the State of..."
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"Jules Khan is a long-term Notary Signing Agent, a most important assignment for the State of California. She is knowledgeable and freely shares information and her experience. Jules is flexible in her support of Notary signings in ALL areas of business."
"Tiffany's passion for helping women is contagious! Her energy, ideas, and services meet the..."
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"Tiffany's passion for helping women is contagious! Her energy, ideas, and services meet the needs of women when it matters the most."
Recent Activity
Some of my clients use their phones to snap invoices and then email directly to me through Hubdoc. Hubdoc can also link directly to the client’s vendor and retrieve recurring invoices and then convert and transfer to the bookkeeping software. Direct client portals from my website also help to...
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Some of my clients use their phones to snap invoices and then email directly to me through Hubdoc. Hubdoc can also link directly to the client’s vendor and retrieve recurring invoices and then convert and transfer to the bookkeeping software. Direct client portals from my website also help to reduce some of the paper. Once the document is received, it's just a matter of coding and using the cloud for storage.
As a bookkeeper, I use Appointy (free version) for my online calendar; Hubdoc for easy receipt transfers; Sharefile for client portals to transfer information, G Suite (Google) for storage; MileIQ to track mileage. There's are a ton of apps available to make work life easier - most with low costs.
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As a bookkeeper, I use Appointy (free version) for my online calendar; Hubdoc for easy receipt transfers; Sharefile for client portals to transfer information, G Suite (Google) for storage; MileIQ to track mileage. There's are a ton of apps available to make work life easier - most with low costs.
My suggestion is to ask the former employees why they leave. Provide an open space for them to express the reasons - without repercussions. Do the same for any current employees and be willing to make adjustments where appropriate.
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My suggestion is to ask the former employees why they leave. Provide an open space for them to express the reasons - without repercussions. Do the same for any current employees and be willing to make adjustments where appropriate.
User-friendly QuickBooks Online.
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User-friendly QuickBooks Online.
I agree with Steve below. I believe the policy should be documented as well.
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I agree with Steve below. I believe the policy should be documented as well.
If I were the CPA, I would want the Bookkeeper to keep the lines of communication open, i.e., ask the right questions to make sure the client is well- served.
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If I were the CPA, I would want the Bookkeeper to keep the lines of communication open, i.e., ask the right questions to make sure the client is well- served.
This is a good question. There are some really important things to ask in advance, here are a few.
1. Ask if there is a contract for the engagement and fully understand the contents and ramifications.
2. Ask about the qualifications and professional memberships.
3. Understand what happens...
(more)
This is a good question. There are some really important things to ask in advance, here are a few.
1. Ask if there is a contract for the engagement and fully understand the contents and ramifications.
2. Ask about the qualifications and professional memberships.
3. Understand what happens to the file, i.e., who owns it.
4. Know the communication process and response time you should expect. Also, ask about communication between your CPA and the bookkeeper. Both need to work together to support you well.
5. Know where the work will be done - many bookkeepers are virtual and work from home, and can support clients anywhere. Ask who will be performing the work.
6. Find out if they are keeping up with the latest technology and how it is being used; what are the software options. Xero is designed for small businesses.
7. There are more questions you could ask, but most importantly, understand what the price includes, especially when it comes to clean-up work. I always have a concern about pricing that fluctuates. You should know what to expect always.
Best of luck!
As stated already, the best way to stay on top of accounting is to hire a professional who can take the day to day tasks and get them accomplished accurately. This also gives the business owner more time to run the business worry-free.
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As stated already, the best way to stay on top of accounting is to hire a professional who can take the day to day tasks and get them accomplished accurately. This also gives the business owner more time to run the business worry-free.