805-775-5770

Lisa Angelucci / QuickBooks Pro Advisor

Bookkeeping Services You Can Trust

How would it feel……...

  1. to be less stressed and have time to focus on growing your business?

  2. to increase your business revenue?

  3. to know that your finances are in order?

  4. to find ways to minimize your tax liability?

  5. to be tax-ready quarterly or yearly?

  6. to gain back valuable time by not doing your own bookkeeping?

BENEFITS

I’m Here to Help

Here are some of the benefits you will enjoy

TIME

On average, business owners spend 10 to 15 hours a week tending to their financial records. By allowing me to streamline your financial process and manage your record-keeping, you can regain precious time to run and grow your business. With this extra time, you can enhance customer relationships, explore new markets, and develop innovative products or services. Just imagine the potential growth your business can see with that kind of time.

PROFIT

One of the most significant stressors for business owners is not seeing increased profits. I can help by identifying areas of wasteful spending and finding more cost-effective solutions for essential services and supplies. I can also find tax-deductible expenses for business owners. I have a keen eye for finding poorly categorized expenses that could potentially change a business's bottom line. I keep timely financial reports that offer great insight into pricing strategies that help business owners understand where they can increase income. Increasing your profit margin is my main objective.

EXPERTISE

Most business owners lack the expertise to maintain accurate records and ensure compliance with financial regulations. I can help you avoid legal penalties by making sure your business is ready for tax time and that all your deductions and credits are accurately accounted for. My goal is to reduce your tax liabilities, reduce expenses and increase your net profit.

PROMISES

Here are my promises you will benefit from

Available 24/7

Yes, you can call me anytime. I take great pride in helping my clients when they need it. I am committed to providing you with exceptional service. I will be available 24/7 to address any bookkeeping needs or questions. I understand busy business owners don’t have the time to handle bookkeeping tasks during normal business hours. I promise to be here when you need me.

Customized Services

Every business is unique and has its own financial needs. That’s why I offer customized bookkeeping services tailored to your needs and requirements. Whether you need help with reconciliations, accounts payable, accounts receivable, or other bookkeeping tasks, I work closely with you to develop a personalized plan that fits your business perfectly.

Confidentiality

I take your business’s finances seriously and take steps to keep your information safe and secure. Confidentiality in bookkeeping is crucial to maintaining a business’s trust and integrity. As a bookkeeper, I prioritize the security of your financial information by upholding strict confidentiality measures. I ensure that sensitive data are kept secure and protected.

HOW IT WORKS

To start, schedule your free consultation with me. During this call, we will discuss your business's pain points and find solutions tailored to your needs. It is essential to have your business information on hand for this call.

Once a clear action plan has been established, I will walk you through a quick onboarding process. From there, I can quickly start tracking revenue, monitoring your expenses, and viewing invoices and financials through QuickBooks. We will establish forms of communication and frequency of contact. I believe in tailoring my working routine around your business needs and not following a one-business-fits-all model.

Every month, you will receive specialized reports tailored to your business, including a profit and loss and balance sheet. A monthly call can be set up to discuss your numbers and find ways to help grow your business. This is when you can enjoy gaining back your time while your business finances are maintained and tracked.

Information needed for Initial Consultation

  1. Type of Business - Sole proprietor, LLC, or Corporation

  2. How many accounts are associated with the business (Banks & Credit Cards

  3. Number of monthly transactions in those accounts or access to QuickBooks

  4. Number of employees or subcontractors

  5. Payroll - payroll company using and frequency of payroll (weekly, bi-weekly, monthly)

  6. Point of Sale System (POS)

  7. Invoicing - number of invoices per month

  8. Bill Pay - number of bill payments per month

  9. Sales Tax - frequency of filings

  10. Number of Subcontractors

What my clients are saying

RH Enterprises Custom Painting

Rocky Hober

"Lisa set me up with Quickbooks and was so patient with showing me how to use it. I didn't even know I needed a bookkeeper until she started pointing out all the reasons why I did. My business is thriving now thanks to her and I feel I am in the best hands. She was able to spot and save me money on items that were unnecessary. She is fun to work with and makes a stressful situation easier to deal with. I highly recommend her to any small business owner.”

Michael Rousseau

New England Residential Finance

“Lisa has been a blessing. I desperately needed help with financial reporting and balancing my books. With the responsibilities of driving in business and keeping up and maintaining a pipeline, bookkeeping was just adding unnecessary stress to my day. Lisa has taken on the tasks and responsibility of managing the daily financials and keeping my records updated and has taken away so much anxiety that came with this. She is extremely knowledgeable, trustworthy, kind, responsive and fun! I cannot say enough about how wonderful she has been, and I highly recommend her.”

CONTACT ME

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Contact me now for a special offer! I can help you in ways that you didn’t even think of!