But now you’re knee-deep in spreadsheets, statements & receipts, and using your bank account balance to determine if you’re even making money.
Finally understand where your money is going
Get accurate monthly financials without lifting a finger
Save hours every month so you can get back to running your boutique
Make smarter decisions backed by real numbers
Ditch the financial stress and be EMPOWERED by your numbers
Our small business bookkeeping services can help you
We’ll handle all the day to day bookkeeping tasks with minimal involvement from you, while you get to know your numbers and feel more confident in your finances than ever before.
During our onboarding call, we’ll work together to get us access to everything we need to get your bookkeeping all cleaned up and to maintain it moving forward.
Schedule your coffee chat consultation, and answer a few quick questions to apply for one of our open client spots. After our call I’ll provide a customized proposal that is unique to you and your business needs.
Although we do not prepare income taxes for my bookkeeping clients, we do help you prepare for taxes by gathering all the necessary reports & package them together for you to hand off to your tax preparer. I am also willing to work directly with your tax preparer to answer any questions they may have regarding your business finances so you don’t have to get stuck in the middle (unless you really want to).
This includes the Balance Sheet, Income Statement, and the Statement of Cash Flow. You may not understand how to read these now, but we’ll walk through them with you in GREAT detail with you so you can understand what all the numbers mean.
You know that extra dime you gave out in change last week? Yeah, we track that so you can deduct it. We make sure that every bank account, credit card, and payment processor statement matches what we have in Quickbooks to make sure that nothing is missed or duplicated in error. This helps make sure that every possible deduction is captured, reducing your taxable income!
This helps make sure that all the reports are laid out in a way that makes sense for your retail business.
— Annie M.
“Megan & the team are hands down one of the best investments I’ve made for our brick & mortar retail business."
I’m passionate about helping boutique owners and other independent retailers navigate the complex world of bookkeeping & taxes in the retail industry. We help our clients eliminate anxiety & confusion surrounding their finances and help them feel EMPOWERED and CONFIDENT in knowing their numbers.
We want to help you actually understand your finances and be able to use them to help you make great business decisions to grow and scale a profitable boutique.
That means that we can provide guidance on tax deductions and tax savings strategies at a fraction of the price that your CPA charges. Plus, we speak your CPA’s language, so we’re happy to work directly with them during tax season to make sure they have what they need regarding your business finances.
The retail industry has some unique complexities such property inventory/COGS tracking and money flowing through multiple payment methods. Not all bookkeepers have experience in this are, but we do!
"I used to hate my bookkeeping and I spent way too much time on it. They take care of everything, and it’s a huge relief! Now I can spend my time working on money generating tasks instead of working on my books."
- Brandi
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