Give yourself the gift of time.
Reduce your time spent on bookkeeping tasks, increase your confidence that your books are accurate and up to date, and make more informed business decisions.
Sign up for a free consultation to discuss your challenges and find solutions.
Access
We use cloud-based accounting solutions, so your data is accessible to you any time.
We provide training so you can feel confident navigating your accounting system.
Comfort
Relax, knowing that your books are up to date, and any unusual transactions are handled properly.
We help you set up a system of internal controls to protect your assets.
Information
We provide you with customized financial reports to help you make business decisions.
Learn how to make full use of your sales and accounting data.
Time
Spend more time focused on what's important to you, let us take care of the day-to-day financial tasks.
Know that your books are ready for tax time, without rushing to get everything entered before the deadline.
Our Services
Day-to-Day Bookkeeping
As a business owner, your time is valuable. Instead of spending your time keeping your books up to date, let us do it for you. If you have the day-to-day handled, but want an extra set of eyes to make sure everything looks good, we do quarterly and annual file reviews.
We can assist you with entering expenses, ensuring bill payments to vendors are initiated on time, and invoicing your customers.
We can help you learn how to use your accounting system through customized training.
Cloud-Based Accounting
Having your accounting system in the cloud means that your data is available to you, anytime, anywhere. You can work at the same time as us. And there's no need to worry about the last time your file was backed up, because the cloud provider handles back ups for you.
We are advanced certified QuickBooks ProAdvisors, which means that we can help convert your existing system to QuickBooks Online, and advise you on the best apps to add on to your system.
Monthly Reporting
Accounting data can provide valuable information to help you make decisions about your business.
We can help you set up your accounting system to produce customized reports that help you focus on your business goals. We start by getting a full understanding of your business model and goals, and use that to build a system from the chart of accounts on up that gives you the information you need to make better decisions.
We teach you how to use your financial information through clear and concise customized training.
Internal Controls
Internal controls help protect your financial accounts from errors or worse, fraud.
Having systems in place protects you and your employees from external threats, errors, and confusion.
Documenting your system keeps business running smoothly and makes it easy to train new employees.
About
Hello! I'm Kelly-Ann Green. I am a Certified Public Accountant with experience in tax, audit, and small business financial accounting and reporting.
I love to work with clients who are seeking to understand their financial situation, even if they don't want to handle the details themselves. I enjoy finding ways to reduce your workload by using accounting software to its fullest capabilities.
You can find more information about me and my background on LinkedIn.
Certifications
