She has many years of experience in client service, including working for a multimillion-dollar health company, where she helped onboard new clients and provide them a great customer experience. She is fluent in both English and Spanish and loves to volunteer when she is not at work. Cathi earned her bachelor’s degree in Business Administration with a major in Accounting from the University of Alabama. She also has specialized experience with medical and dental accounting. Cathi speaks Spanish, likes to travel and volunteer, and her favorite sport in the Winter Olympics is curling.
Your direct deposits, off-tracking of paid time, and even multiple pay rates are also taken care of. W-2s for employees and 1099s for contractors are also thrown in for good measure. BooksTime’s records and organizes all your transactions by category, account reconciliation, month’s close, and even keeps your entire calendar. Partners can typically earn 30% to 50% margins on bookkeeping services that have been outsourced to BooksTime, thanks to our low rates. Full-service bookkeeping that covers all the needs of a typical small business or non-profit. John is a CPA with over 25 years of experience in senior accounting/finance roles, including a proven track record as a CFO for multiple businesses.
If the customer is faced with a difficult financial situation, it is recommended that a payment arrangement be made, this ensures that none of the parties involved are burdened. Bills – a product of the modern economy and a greater hassle for the business owner with not enough time on their hands. BooksTime can track and take care of bills as well as the process of issuing bills payment. BooksTime keeps a strict guideline that requires your authorization to pay said bills. Business owners are also provided the option to add more security measures to other areas if needed.
While failing to compare expenses versus income can be classified as a common mistake among business owners, being unable to (or failing) to separate business and personal financial records from home can prove to be a bookkeeper’s nightmare. Without a clear boundary, a business owner may be unable to tell from where the money is coming and going from. This is why BooksTime makes sure to practice organizational clarity among the records of expenditures, and profit that flows through the clients’ businesses. You will not have to invest your funds into highly secured servers with the best encryption technology that professional bookkeeping services have. You will not need to spend precious time studying the ever-changing complex norms and provisions of current legislation to ensure compliance and can instead concentrate on the direct development of your own business. The high professionalism of the company is also guaranteed by its reputation and the numerous positive reviews.
No review actually suggests that they have scammers amongst their ranks. This might prove to be an advantage as, in many cases, the IRS requires Accrual Basis bookkeeping. While this is the case, it is also essential to know that many firms only offer Cash Basis bookkeeping. Whichever method is right for your business, BooksTime has you covered; BooksTime provides both Accrual Basis and Cash Basis bookkeeping. Now that you don’t have to worry about your clients’ bookkeeping needs, you can get back to building client relationships, growing your firm, and working on the projects that require your specialized expertise. We’re making personalized, reliable bookkeeping affordable for every business.
When it comes to BooksTime, they make sure that the one designated bookkeeper provides a standard of quality, with a long line of experience and knowledge in the field. Furthermore, BooksTime sends some of the most dedicated, highly-qualified, and friendly financial experts at your services to handle all your bookkeeping needs. What’s more, is that they would be available at any time of day to answer all your questions if needed. The use of modern technology in the accounting department ensures the uniformity of operations.
Tamara is responsible for helping to accelerate growth of the company. She has two management Masters degrees, one from the Zelikow School of Nonprofit Management and another in Hospitality and Tourism Management from the University of Central Florida. During her time there, she has worn many hats, and brings experience in management, budgeting, fundraising, strategy creation and implementation, hiring, and employee training to BooksTime. Tamara is a huge lover of travel, and her office background changes regularly as she bounces to new cities every few months to experience new cultures, try new food, and build community everywhere she lives. With BooksTime, you can take bookkeeping off of your to-do list permanently.
Jocelyn, who is based in the Dallas area, is a knowledgeable CPA with a Master’s Degree in Financial Management, a diploma in US Taxation and Advanced Accounting, and a Bachelor’s Degree in Accounting. Jocelyn has over a decade of experience serving in Controller roles for startups and small businesses, and also held an accounting leadership role at a major bookstime national nonprofit. Jocelyn has a high level of expertise in Excel and QuickBooks, as well as other accounting-related software. While late-paying customers might answer only to their conscience, and efficient organization should pay attention to its receivables. Should customers become persistent in their delayed payments, then they should be contacted.
Given its long industry tenure, https://personal-accounting.org/ is undeniably a legitimate accounting services firm. Numerous entities and clients attest to the company’s reputation, give several claims validity, thus making them a force in the accounting industry. Sarada is a highly qualified accounting expert with strong GAAP & GAAS knowledge, QuickBooks expertise, and Magna Cum Laude degrees in both Entrepreneurship and Accounting. She gained several years of experience working in a public accounting firm before taking a position as Senior Accountant at a private healthcare ministry. Her experience also includes accounting and auditing functions in healthcare, government, and a broad range of non-profit and for-profit organizations. Unlike other leading bookkeeping firms, we don’t force you to use a specific type of software or change any of your processes.
Presented in an easy to understand format that even business owners with only a fraction of computer knowledge would still be able to understand and operate through the website’s interface easily. Major companies and firms tend to house their departments, each solely dedicated to keeping financial records, generating reports, running payroll, paying bills, and other equivalent back-office tasks. This would, of course, streamline the business aspect and keep operations smooth. Smaller businesses, however, may not have the time or luxury to employ and establish such a large and costly workforce. This would force these business owners to do their accounting, distracting them from focusing on the more important business factors.
We’ll introduce you to your dedicated primary contact at BooksTime, who will oversee all the work we do for you. Your primary contact will chat with you to understand how you’d like the partnership to work, your communication preferences, and accounting practices you’d like us to follow. You’ll have the option to choose between our US, European, and Philippines teams. I’m not sure where to even begin with how great working with BooksTime has been. We pride ourselves on speedy response times, always aiming to respond within 1 business day maximum. We follow your processes and use your systems, so you won’t have to change a thing.
In the case of outsourcing accounting services, such problems do not arise. The company takes full responsibility for its work and even if any issues arise, it will do everything possible to resolve them. BooksTime also performs regular checks and audits of its employees to ensure that scam and deception do not sneak into their company. Therefore, you can be sure that all these training and seminars will be attended by employees of the company and they will know all the changes in the legislation.
We’re passionate about providing clients with the most streamlined, hassle-free experience and the highest quality bookkeeping possible. Our mission is to make high-quality bookkeeping affordable for every
business and non-profit. If you find a better price for the same services
elsewhere, we’ll beat it — guaranteed. Sheri earned her bachelor’s and Master’s degrees in Accounting from Penn State University and is a Certified Public Accountant in the state of Maryland.