Given this new world, do you, like many small business owners, feel like the play book went out the window?

Are you wondering, “Now what?”

It’s even more important now to have quality, timely bookkeeping. When things are going well, we have some slush, some space, some extra. Knowing your profit and bank balance may be enough. But when things are tough, like they are now, you need tighter control of your finances. Margins matter, prices are more sensitive (the difference between selling and not selling or profit and not-profit is very tight); receivables can break you and cash flow problems may mean not eating for you and your people.

That’s even more true now. We’ve got a whole new level of complexity to deal with.

You took an unconventional path to get where you are. We know that because every successful business owner does. In fact, the unconventional path is so well trodden, it should be the conventional path. It is here.

It’s going to take your brand of unconventional, entrepreneurial thinking to get us all out of this mess.

We love working with business owners like you because we know you will save this world and we know we can help you do it. We know that when you have good data, you can make good decisions. When you are surrounded by like-minded people, you can lean into what you know you have to do.

Listen to successful business owners and they all tell an unconventional story. They talk about focusing on people, listening and making their business about giving people what they want. They talk about trying new things until they get it right. They talk about building systems from the ground up.

When you work with us, we help you lean into doing things your way. You learn more about how other successful small business owners have done it and are doing it. What you get with us is real advice from real entrepreneurs. Ask about your current challenge and you will hear from people who can tell you from experience what to expect when you try different things.

We do Your Bookkeeping and SO Much More

This is a crazy time.

No one has all the answers, but we are talking to the 1000s of people in our network to find out what is working now. We share these learnings with you.

All the research we have done about how small business owners actually do it (not how professionals say they do it) is even more valid now. Successful entrepreneurs are resilient, creative and willing to experiment. These are skills you need now more than ever. We show you how.

When you join our service, you get your bookkeeping done and you get the support you need in this time. We help you navigate the programs available to you. You learn how to pivot, how to uncover opportunities and how to plan for when this is over.

You want to get clear about the numbers in your business so you can focus on making your business better and more profitable. We manage your numbers through a combination of automation and hands-on work by a real, experienced technician. All while working closely with you to understand your goals.

You get the advantages of our experience working with 1000s of small business owners. You join all our business owners in our online community because we know how incredibly important that is for your success.

You get to hear from experts from every business field in our monthly learning events. You get access to a carefully curated vault of resources for you to use as you need them.

We do it all for what others charge just for bookkeeping.

  • You get your bookkeeping done and the reports you need – in near real-time
  • You learn what to do today, in the near term and to get ready for when this is over
  • You achieve your goals and outcomes because you get the resources and support you need, as you need it to keep you moving forward
  • You make better decisions in your business with our help gathering and using the appropriate data in your business
  • You belong to a mastermind cohort of other small business owners focused on the same place in business
  • You get access to the online community, weekly office hours (ask us anything), and learning events
  • You follow our proprietary business building program that guides you to build the perfect business for you

Thank you for your support, encouragement and enthusiasm. It was just what I needed – Debbie

What if Small Business Were Effortless?

What if everything in your business happened the way it should?

What if it didn’t all depend on you?

What if you spent your time focused on what you do best and you had a great team that looked after the rest?

What if you had all you needed, when you needed it, for your business to bring the best to your team and your customers?

What if you were never stuck not knowing the best way forward? What if you could get answers to all your questions? As you needed them?

I am even more confident with the direction I’m heading in. I’ve met some new friends which I’m grateful for and I had a great week. – Liz

The most successful business owners, focus on the people in their business – their owners, customers and team. This is a fundamentally different way of coming at your business. I had to make up a whole language for it, because the existing language doesn’t allow for this kind of thinking. Find out more here

We’re a bookkeeping and business support agency here to help you design and run your business to delight the 3 important people in your business: you (the owner), your team and your customers.

You get your bookkeeping done (and taxes, and reports and working with the rest of your financial team – all simply table stakes at this point). You get what you need to continually make progress towards what is important to you. We are part of your team. We’re behind you all the way. 

You join our online community of other small business owners just like you. Talk to each other. Ask questions, share resources, get feedback. You are not alone on this journey.

You use our templates and work with our team to clarify your goals. We help you design the measurements that matter. You get a plan and the resources to achieve those goals 

We have a well-trodden path for you to follow. It’s based on years of research about what successful business owners actually do. Not what academics say you should do. It may look and sound unconventional, but when everyone is taking the road-less-traveled, is it anymore?

Why would a bookkeeping business tell you to focus on people not fundamentals like accounting?

When I ran my last bookkeeping business (successfully for 15 years) I could see that some of my clients were considerably more successful than others. I shut down my business so I could figure out what they were doing differently and how I could help more small business owners like you be more successful in the same way. And I did figure it out.

What you really need, is to have your questions answered as they come up. You need a source of reliable, field-tested, business information. Just-in-time, not just-in-case learning.

Thank you for your support, encouragement and enthusiasm. It was just what I needed this week. – Debbie

You need to speak with other business owners to find out who else solved the problem you are facing today. You need to hear what they did, what worked and what didn’t.

Marketing is really about telling the stories of your best customers – the how and where isn’t that important. (Don’t waste your time with another social media strategy course!)

Operations is really about making it easy for your team to delight your customers. That’s what both your team and your customers want.

When you treat (and invest in) your team like people rather than resources or expenses, they rise to the level you help them achieve.

Your accurate, timely accounting can help you get what you want if you use your numbers as guides, rather than goals. And it helps you sleep better!

We focus on our people so they can focus on you

One of our values is around helping our people choose a lifestyle that allows them to be available for family and community and other projects. Each of our bookkeepers has their own journey through our business. We know that our people (and yours) want mastery, purpose and autonomy. Each of our bookkeepers has a learning plan (mastery), cares about making your life better (purpose) and chooses how they work (autonomy).

We actively work to bring diversity. We’re looking for the best people to make our team strong, robust, creative, smart, well-rounded, knowledgeable, fun, funny, detail-oriented, big-picture-thinking, organized, innovative and caring. That’s what makes this a great place to work and gives you what you need.

In the same way that we bring our business owners together, we bring our bookkeepers together to help and support each other. You can be sure they have all the support they need to make your business and life better, because we do the same for them. We walk our talk!