See how bookkeeping works
and gain peace of mind
in just four steps.
Introductory meeting or zoom call.
We’ll get a good grasp on your business, what your goals are, and your current setup. And I promise you, this is 100% judgment-free. I’m always impressed by business owners — you’re in business and that’s awesome. Period.
Get your accounts up to date and accurate.
No matter where your accounts are right now, we’ll get you completely squared away in QuickBooks Online, and put your accounts in order. Trust me, it’ll feel SO GOOD when this part is done.
Set up a rhythm of monthly check-ins.
Each month we’ll review where you’re at and take a look if your books are matching your goals. I’ll translate your numbers for you and point out trends I’m seeing and any areas that might need to be tweaked.
Confident financial decision making.
I’m also here to help you make smart spending decisions. Once you’re set up and know where you’re going, I can help you know if it’s a good time to hire, buy equipment, give your employees a raise, and any other number of spending decisions you’ll have to make.
Running a business rarely looks the same month to month and I want you to feel free to call me and not worry if you’re racking up a huge hourly bill. We do a flat monthly rate based on what you need, and you’ll know what all goes into that rate.
What I do for you
In addition to setting goals and making sure you’re on the right path, I also:
- Verify transactions (Traditional bookkeeping)
- Create and maintain financial statements:
- – Balance Sheet
- – Profit & Loss
- – Statement of Cash Flows
- Analyze your cash flow
- Create and help you maintain budgets
- Set up a chart of accounts
- Provide general financial therapy
(It’s okay, we all need it sometimes!)
Here’s what our business owners think:
Cory Morris came to our studio after hours to meet with us to look over our bookkeeping software and the way we track our data. He was very open minded and not judgemental at all when we started opening our books. We felt at ease and knew we were working with a professional who wants us to do our best. We have been in business for 25 years and it is always a good idea to have a fresh set of professional eyes on the bookkeeping systems. As business owners we can get comfortable in our ways and Cory validated our strategies and also presented some new ideas to benefit our financial systems that we haven’t thought of before. We highly recommend Cory to check over your bookkeeping systems and have him guide you to make the most of your business while having a solid trusting relationship when it comes to your money and data.
Brian and Jessica Baer, Baer Studios, LLC
I recommend business owners have Cory look at their books, even if they feel like they have a
good handle on it. We thought we had our stuff pretty cleaned up, but he showed us some
issues we didn’t even know we had!
Crystal Clean Carpet Care
At first, it was the fact that there was no judgement from you on the issues I was having at the time. You let me know you could help me and at the same time, made me feel like the mess I had created on my own was no big deal. As we worked together, I began to appreciate the fact that you were up to date from a technology side that made uploading documents a breeze. I am growing to love Gusto and think it will be a huge help moving forward. And I appreciate the videos that you send to explain the numbers, and let me know where there might be room for improvement, and when there are successes.
Brian Blakely Insurance
Cory took my information from Quickbooks and interpreted it for me. He made a custom analysis for my business. He went in depth through the common reports for the whole quarter and broke it down line by line. He pointed out potential areas to be concerned with and trends he was seeing. The thing I really liked was that he recorded his analysis so I could go back and view as many times as I wanted and go at my own pace. It’s sometimes hard to understand and take in so much information at once so it was very helpful to have it recorded. He answered all my questions and even questions I didn’t know I had. With this information and his help I finally felt like I knew what was going on with my business. He was the doctor that I needed to interpret and diagnose my financial statements.
Alicia Lyon, Lyon Family Dentistry
No! In fact, for some clients, I completely manage all the books, and we just go over the reports on a regular cadence.
Your books can be a wonderful tool, but they can be different tools depending on how they are set up. Here’s the difference between what I do and what your accountant does:
- Your accountant is setting them up to pay taxes (important).
- Your accountant is setting up your books so you don’t go to jail (also important!).
- In addition to doing both of those things above, we also set up your books so that you can have comfort making financial decisions (a major bonus!).
- And you probably only meet with your accountant once a year — but we hope you aren’t making financial decisions only once a year! We’ll make sure you’re on track and in a good place every month.
Absolutely! Good accounting controls (which we can help with) are important regardless of where or how your financial information is stored and accessed.
Your bank will set us up with ‘View Only’ access to just see statements and transactions but not change anything.
Using an online, cloud-based system means that your files are backed up by large organizations, rather than the “automatic” backup on your computer (that was unplugged a couple of years ago, and yeah, should probably be plugged in again).
With an online element, if something were to happen to your office computer, you could resume from any other computer without any loss of time or data.
Nope! I’ve set up my pricing model so that you can call me without worrying about accruing a huge bill.
I’m all about transparency, so I have many ways for you to see exactly what I’m doing. Here are just a few ways:
- I have an audit log where you can check my work.
- You have to approve all vendors and payments.
- You can choose to give me read-only access to your accounts. Or you can just send me statements.
- We go over all my work together every month.