Eliminating Bookkeeping Headaches for Family Businesses

About

my story

Bookkeeping by a former banker

Hello! I’m Teresa Henry, a former business loan underwriter. During my banking career, I often felt discouraged by my inability to help borrowers whose finances weren’t in order or who struggled to understand their business operations, resulting in many being turned down for loans. As a banker, I understand the unique challenges faced by family-owned businesses.

As a business owner myself, I know firsthand the struggles with bookkeeping and the headaches it can cause. My goal is to eliminate those headaches and replace them with peace of mind. By handling your bookkeeping efficiently and accurately, I free you to focus on what truly matters—spending time with your family and growing your business. Ready to experience stress-free bookkeeping? Let’s connect—book a call with me today!

the process

The 3-Step Success Formula

Our three-step process streamlines your bookkeeping, giving you peace of mind and letting you focus on growing your family-owned business

Complimentary Consultation

We start with a call to review your financial situation and request access to your QBO file. Once we gain access we perform a Diagnostic Review: We perform a complimentary comprehensive 53-point check on your QBO file, and share our findings with you within 10 business days.

Customized Bookkeeping Plan

Customized Bookkeeping Plan: Based on the review, we create a personalized bookkeeping plan tailored to your business goals.

Ongoing Support

Ongoing Support: We provide monthly annotated financials, conduct at a minimum, semi- annual financial health checks, and provide a standard tax package for your tax professionals at tax time.

Schedule A Consultation

Transform Your Bookkeeping, Transform Your Business

Get Started with a Complimentary Consultation.
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