Save Time & Eliminate Frustration!
What Makes you $$$?
Talking with Clients or Struggling with QuickBooks?
Leading Your Team or Worrying about your budget?
Networking with Pros or Finding misplaced receipts?
No mystery here, you know how much your time is worth!
You Know What You Need to Do
Focus on what means the most, every minute of your time.
Lean In to what moves your business forward
Rest & Have Fun (for real) to get energized for the important work you do.
Trust Me to Track Your Progress and update you along the way!
How can you get your bookkeeping done when you are answering calls, providing services, marketing, following up with customers, etc.?
You have a box or drawer full of receipts to organize and you don't understand QuickBooks, it's overwhelming.
You need to know if you're making a profit but the financial reports are so confusing, it's easier to just ignore them.
Your books haven't been done, or done properly in years, you feel confused and anxious, worrying you might be audited.
You've heard stories from others that their accountants were expensive and didn't call them back. The truth is, you wonder if you can find someone to help you that will care as much about your business as you. Will they explain your numbers so that you understand them?
Bartz Bookkeeping is the Sherlock Holmes for your business finances.
We logically
identify your pain-points
investigate and re-solve them with information processing abilities
provide you the best information, without the mystery!
Your first step to solving the case is a Zoom call away. Grab your coffee, and let’s talk!
You’re ready for a bookkeeper if…
You want to confidently know your books are ready for taxes at year-end.
You want to spend more time doing things you love.
You want to be able to make the best financial decisions for your business and yourself and your family.
Do you have the information you need to get the most out of your business?
You’re overwhelmed by keeping your books current, unsure how to interpret your financial reports (or even which reports you should be looking at.) You want to move from stressed to relaxed and confident in the financial state of your business.
Service Packages
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Premium
Receipt Management System Included
Bi-Weekly Bookkeeping & Reconciliation
Email/Text/Phone Support
Unlimited Transaction Limit
Unlimited Bank Accounts
Monthly Zoom Financial Report Meeting
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Standard
Receipt Management System Included
Monthly Bookkeeping & Reconciliation
Email/Text/Phone Support
Transaction Limit 100
Bank Account Limit 6
Monthly Financial Report Video
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Value
Receipt Management System Included
Monthly Bookkeeping & Reconciliation
Email/Text/Phone Support
Transaction Limit 50
Bank Account Limit 2
Monthly Financial Video Report
Ala Carte Services
Quickbooks Online:
Clean-up
Catch-up
Accounts Payable
Assisted Payroll
Quarterly Book Review
Annual 1099s
Services
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We believe in efficiency & systems. We use QuickBooks (for bookkeeping) and HubDoc(for collecting paperwork). This setup, or migration from another system, is included in your onboarding, as is the subscription fee, as long as you work with us. If we part ways, we'll transfer ownership of both software systems to you.
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The Bookkeeping Cycle includes maintenance of bank feeds, matching & recording transactions, asking you for receipts and supplier invoices to support your expenses (hello, audit-proof books!), and making sure your data is reliable. This also includes bank and credit card reconciliations at the end of each month to verify all transactions were captured and properly recorded. We offer Accounts Payable (paying your bills/invoices as an Ala Carte Service.) We do not offer Accounts Receivable (asking your customers for payments) at this time.
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Our Value & Standard packages do have a total number of transactions each month. We will, however, revisit our pricing every 6 months to make sure the value we provide is in line with your needs as you grow.
Our Premium package includes unlimited transactions per month and also unlimited bank accounts. We do have a relationship with a bank if you need multiple accounts to follow the Profit First model.
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Customer service is high on our list of values. We feel it is important for you to reach out if you have a question or need to bounce ideas. Communication is included in our packages, but if we have to do ad hoc (extra) analysis or research to give you solid advice, that will be billed separately.
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Each month you will receive a Financial Review video from us. We will give you an overview of your Profit & Loss Statement, Statement of Cash Flows, Balance Sheet and Accounts Receivable/Accounts Payable Aging reports (if used.) Additionally you will receive a monthly email with a copy of your reports.
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Like a mechanic runs a diagnostic of your car, your books need a diagnostic review to identify areas that need work, so that your account is accurate and audit-proof. An account diagnostic review can detect issues such as: inaccurate or double postings, coding errors, chart of accounts problems, poor cash flow management and more. It can identify ways to run more efficiently and effectively. After the diagnostic is complete, we will provide you with a summary of troubled areas and options/recommendations for you to move forward. A Diagnostic Review is required prior to other services options. It’s important to review your account before the check engine light comes on and to know what areas if any need further work.
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Is your bookkeeping a mess or hasn’t been started it yet? No worries, we can work with you to clean-up your books to get them current and reconciled. (We will need your assistance with providing us documents and statements and account access. Items such as duplicate payments, miscategorized transactions, inaccurate customer and/or vendor balances a few of the items we will work on. Clean-up services needed will be discussed after our Account Diagnostic.
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Have you fallen just a bit behind on your bookkeeping? We have it handled! We can provide catch-up services to get your account current. Catch-up vs Clean-up services needed will be discussed after our Account Diagnostic.
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Did you know it is your responsibility to send 1099’s to vendors and subcontractors that you’ve paid more than $600 to each year? We can help you determine who is required to receive the 1099s and process them for you (all payments need to be in QuickBooks Online.)
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If you are growing your team, we can help you identify your options for benefits to help improve recruitment and motivation. We'll also make sure you have an HR Resource when you need it. We partner with Gusto for People Advisory/HR & Payroll Services and are Gusto People Advisory Certified.
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Are you looking for assistance with budgeting and/or bookkeeping for your personal finances? We are experienced with budgeting and can help you set up a personal budget and track your personal expenses too. Why not spend your free time doing things you love with people you care about and let us handle your monthly budget set-up, transaction entry and reconciliation.
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Bookkeepers love to work on the day to day in’s and out’s of your business transactions. Educated bookkeepers are able to provide information on how your numbers compare to industry benchmarks and identify areas you could improve upon. CPA’s can do bookkeeping but most do not, they will have an staff bookkeeper handle these needs, resulting in a larger overhead and higher costs for you. CPA’s are qualified to prepare and file taxes and they can specialize in deep analysis of financial information.
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At this time we are not certified to prepare and file taxes, however we do partner with tax specialists and would be happy to provide you a referral.
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If you have a QuickBooks Online account, we log in after you provide us access from your account. If you do not have a QuickBooks account, we will set you up with one and also gain access with your permission. QuickBooks Online is password-protected, has firewall protected servers and uses encryption technology (128 bit SSL) used by the world’s top banks.
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Yes, we do require QuickBooks Online, and Dext for receipt management. We also utilize Google Documents and Google Sheets. Additional apps will be added in the near future and will be held high security standards. We know technology is not everyone’s friend so we make it easy and worth while.
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Yes, you can do your own books, but why spend valuable time on bookkeeping when you could spend it on sales, production or fun! Utilizing a bookkeeper also helps your books be audit proof and accurate for tax time.
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You don’t need to worry, it’s what we are here for! We will explain your finances in an easy, down to earth, understandable way so you can make great financial decisions for your business, employees and yourself.
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We work with you to get your account onboarded, collect documents we need to set up your account and all of your business accounts connected to QuickBooks completed. After this process is done we will need you to upload receipts and documents to Dext on a weekly basis and answer a few questions on items we need further information on. As long as you stay up to date on requested information, your time spent on bookkeeping is minimal. Depending on your plan you will receive either a Financial Video to review or participate in a monthly 45 minute Zoom Financial Video Review.
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Yes, all information in your QuickBooks Online account is yours. Should you choose to leave our services, your subscription would be turned over to you and we would be removed as an Account User.
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Factors that play into a bookkeeping rate include the number of monthly transactions, number of bank accounts and credit cards, along with any additional services that may be added on. Bookkeeping rates will be reviewed at least once per calendar year.
FAQs
I'm Paula, and I'm passionate about your business' success!
I opened a bookkeeping business because I want to provide small to medium-sized business owners a level of service that goes beyond just entering numbers into a system, but also teaches what those numbers mean. With my help, business owners feel confident making financial decisions that affect their business, their employees and their personal life. I believe that entrepreneurs at every level should work with a bookkeeper that is honest, reliable and communicates information in a way that is easy to understand.
Together, let's build the business of your dreams!