Bookkeeping Services

Choosing the services that best suit your needs begins with a conversation with Dawn Hayes, QuickBooks Pro Advisor…

“My objective, in our initial conversation, is to understand your needs, desires and goals, so I can recommend the specific services I have to offer that will best support you.”


When you choose SAVVY BOOKKEEPING for your money management needs, you are in control of the amount of involvement you want to have in handling the day-to-day tasks.

Here is an overview of the services that are available to support you:

LET'S GET UP AND RUNNING!

Up and Running

If you are unsure about where to begin, you will want to consider the “Get Up and Running” option to establish a complete bookkeeping system for start-ups or established businesses.

If your business is brand new, I will work with you to create a money-management system that gets you started, and show you how to utilize it to keep track of all the details and keep things running smoothly.

Do you already have a bookkeeping system in place, but it has not been working well for you, or perhaps you have fallen behind in keeping your books maintained?

In this case, I will begin with a review of your current system, and help you “catch up” and remove the burden of any back-logged record keeping or invoicing you may have.

Then we will fill in any missing elements of your bookkeeping system, and guide you to utilize it more efficiently to keep your tasks on track moving forward.









DIY BOOKKEEPING TRAINING AND SUPPORT

DIY Bookkeeping

Once you have an efficient bookkeeping system in place, we will talk about whether you would prefer to maintain your own money-management, or delegate that responsibility to someone else.

If you do want to maintain your own books, and need a little guidance and training to keep things running smoothly, I am happy to help!

I can provide all the training you need to keep your money under control -- everything from understanding how to balance your checkbook and reconcile your monthly bank and credit statements, to complete QuickBooks software training.

Plus, I will be available to support you when and if you need a little extra assistance in the future. Have a question? JUST ASK!









"I believe there are no 'stupid questions' - You don't know what you don't know!

To me, there is no such thing as “bookkeeping shame,” because if you are open to learning what you don’t know, and are willing to ask for help when you need it, there is nothing to be ashamed of!”

- Dawn Hayes

MONTHLY ACCOUNT MANAGEMENT - DONE FOR YOU

Done for You

Not a fan of keeping your own books? Have more important things to do with your time, like managing your business, helping others, and making a difference?

Or maybe you simply have things you would rather do than managing your money… like root canal perhaps?

No problem!

I get it, and I've got you covered.

Here are a few things I am happy to take off your plate, and conquer that seemingly never-ending to-do list:

  • Enter and pay bills
  • Create and send invoices
  • Record receivables
  • Categorize expenses
  • Reconcile bank accounts and credit cards

Feeling exhausted just reading the list?

Here’s what selecting this option could do for you instead…

Imagine knowing, at all times, whether or not your business is making money, feeling confident about your financial situation.

What if you could know exactly when you are going to get paid for the fabulous work that you do, so you can plan ahead and look forward to the things you want to purchase for yourself or for your business?

And what a relief it will be to know that you not only have the money to pay your bills, but that they have all been paid – on time, without you having to take time from your busy schedule to get it done!

Yes, “Monthly Account Management… Done FOR You” can make maintaining control of your money MUCH easier!





























TRAINING FOR YOUR EMPLOYEES OR STAFF

Team

Would you like to keep your bookkeeping and other money-management tasks in-house?

If you want to be certain that the people to whom you delegate these tasks are fully knowledgeable and capable of handling the job, SAVVY BOOKKEEPING offers professional training for your staff or employees.

I will help your team to understand and implement the bookkeeping systems and fulfill the duties and responsibilities you have established for your business.

This includes conducting a review with your team of the best practices for maintaining clean books, empowering them to most efficiently serve in this critical role they play in supporting and sustaining the growth of your business.

When you are able to delegate with confidence, knowing that your team is up to the tasks, your mind and schedule are free to focus on the role you play as the powerful owner and leader of your company.


1099 MISC TAX FORM PREPARATION

1099 Misc

Tired of the stress and anxiety that invariably seems to creep in just before tax time?

If you’re constantly concerned about providing accurate information to your lenders, investors and your accountant, and you have had enough of rushing around frantically at the last minute trying to meet the deadlines and avoid the penalties… I can relieve this burden for you too.

I’ll make sure that all the facts and figures – down to the smallest detail – are ready to go, and prepare your forms for submission before the deadline at tax time… so you can RELAX!


COMING SOON: PRODUCTS!

At SAVVY BOOKKEEPING we put smart business owners in control of their money.

Smart business owners know that knowledge is power, so I am committed to providing you with a variety of helpful tools, resources, and educational opportunities including online webinars, to simplify and streamline your money-management.

Please check back here soon to see what will be available for you – online, anytime, at your fingertips.


"If there is a specific service or resource that you need, but you don’t see it here, please contact me and ASK! Let me know what I can do to be of service to you.

I appreciate your input, and will take all requests into consideration.

I am looking forward to our partnership in the growth and success of your business!”

- Dawn Hayes

You are invited to schedule a FREE SAVVY BOOKKEEPING Strategy Session with Dawn.


Just click the button below and you can choose a date and time that is most convenient for you.

Here's what you can expect during this FREE call:

"Let's have a conversation so I can learn about your business and your goals for the future. Then, I will share my best suggestions to help you take control of your money, and offer a personalized plan-of-action to get you moving forward toward a more successful business . . .  a plan that includes more profitability and more freedom to enjoy it!

We'll take some time to review how - or if - you are currently tracking your income and expenses, and address the challenges you may have had in the past.

Together, we will decide how you want to manage your financial records going forward. Do you prefer to do it yourself, and possibly need some guidance, tools or resources to help you get it done – faster, easier – with less stress and anxiety?

Would you rather outsource your money-management tasks, or use in-house staff so your time can be free to focus on other things?

Maybe you need some assistance to train your staff to handle the tasks for you as efficiently as possible.

Whatever your needs, let's talk about how to implement the best solution for you."

By the end of our session, you will have:

  • a clear picture of where you've been and where you are heading
  • a greater understanding of what systems work best for you and your business model
  • recognition of the level of service you require now, and what you will need in the future
  • the confidence and readiness to move forward, knowing that you are making smart decisions about managing your money

I look forward to speaking with you!

"Your next step to financial freedom is only a conversation away!"

- Dawn Hayes, QuickBooks Pro Advisor

FREE Report: Top 5 Reasons to Hire a Bookkeeper!
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