Working With Us
Your Numbers Nerd knows that our practice reputation must reflect the high standards we place on our work and commitment to excellence. Our goal is not just to keep your books, but to become a trusted advocate and advisor, providing you with the best, most accurate advice we can offer. We continually work to educate ourselves in core areas such as technology options, financial knowledge, accounting systems, best practices and other services we believe benefit our clients.
Customized Business Evaluation
“Schedule your 30-minute Complimentary Discovery Call”
Scheduling your discovery call via Zoom video is the next step for us to hear all about your business and get to know you and make sure we’re good fit for your goals.
During our call, we will review your overall business by asking questions about your current bookkeeping systems, and discuss your needs and future goals for your business
Growing your business
Our number one goal is to find the best possible ways to make your business more profitable and help you, the business owner, put more money in your pocket. Sustainable. Built-in mechanisms to put profit first before anything else means you will always know where your business stands.
Setting You Up for Success!
Bank, Credit card, and expenses automatically download into your accounting software where they are categorized into proper expense accounts via a secure cloud environment. Bank Reconciliations, credit cards and other transactions are stored for you in a secure cloud environment. We never access your bank accounts directly, so your money remains secure and accessible by you only.
No financial transactions such as transfers, bill pay and withdrawals will ever happen from our software without your authorization. Your finances and your accounts are secure!
Communication is a breeze! We use email, texting and the accounting software itself to share messages and discuss transaction or reporting needs. We will work together to find solutions that integrate directly into the Accounting software to manage your sales, inventory, and reporting.
The entire integration process happens online so there is never anything to store, download or save, making the paperwork hassle a thing of the past.