GoFigure Bookkeeping Services

Serves Whittier, CA

35244

Hired 72 times

3 employees

22 years in business

$70/hour

5.0

This pro accepts payments via Cash, Check, PayPal, Venmo, and Zelle.

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Credentials

Background Check

Jamie Macdonald
Completed on 12/15/2020

Introduction

***WE ARE A BOOKKEEPING FIRM. WE DO NOT PROVIDE CPA OR TAX RETURN SERVICES. Please only reach out to us if you are looking for cost effective, efficient, and trusted bookkeeping services! We do provide monthly and year financial reports for your business. Quickbooks Certified ProAdvisor. Hands on and extensive experience with small businesses. I know the challenges an entrepreneur faces, and can provide cost effective, practical solutions for your business that range from fundamental accounting practices to the more complex financial oversights. I can evaluate and submit solutions for all financial aspects of the business. My experience in the small business sector has allowed me to offer an array of financial services that you can choose and explore to fit your individual business needs. I enjoy being able to use the knowledge and experience I have gained over the last 14 years in finance, to create efficient solutions and services to clients in need of accounting/bookkeeping help. I pride myself in offering the best possible service to relieve the daily stress and burden of accounting tasks, enabling my client's to remain efficient and to continue to grow.

Q&A

What should the customer know about your pricing (e.g., discounts, fees)?

Value, fixed monthly rate based solely on what you, the client, needs. Thumbtack only allows us to enter an hourly rate on our quotes. GoFigure has listened to its clients, and after a short free consultation call we will email you a fixed monthly quote, with 3 different tiers so you can choose which package fits you. As a valued client, you should know exactly what you are paying for!

What is your typical process for working with a new customer?

Typically I will meet (or arrange a call) with a new client to discuss their business and their accounting/bookkeeping needs and goals. Together we can confirm the services required and put a plan in place to start work. I can provide a quote detailing all work discussed.

What education and/or training do you have that relates to your work?

I have 14 years experience in the finance/accounting sector, and I am a Quickbooks ProAdvisor. I have worked as a Director of Finance overseeing all the accounting/bookkeeping procedures for 3 companies with a total combined revenue of 10 million.

How did you get started doing this type of work?

I started work in with Richard Branson’s Virgin Direct Financial Services and then moved TD Waterhouse Stockbrokers before obtaining my BA (Hons) Degree in Business at Leeds Metropolitan University (England). I have worked as Director of Global Finance for a multinational sports goods testing company for 10 years. I have recently launched my own business named GoFigure offering bookkeeping & accounting solutions enabling me to offer my accounting experience and knowledge to others.

What types of customers have you worked with?

Financial, Legal, Entertainment, Media, IT, Compliance/Testing, Property Management, Sales & Marketing, Consulting, Non-Profit, Design

Describe a recent project you are fond of. How long did it take?

We regularly take on catch up projects for previous years books. Through years of experience we have learnt the most efficient work flows to get these projects finished quickly and with trusted accuracy. We stand behind the quality of our work. This enables us to provide trusted quotes on these catch up projects, and finish them in the timeline we project.

What advice would you give a customer looking to hire a provider in your area of work?

I would advise a customer looking for a bookkeeper, to first confirm the bookkeepers experience and qualifications in the field. Are they personable, and will they be responsive to your needs. What tools do they use to make the bookkeeping process as efficient and easy as possible for you. Bookkeepers should be there to make your life easier!

What questions should customers think through before talking to professionals about their project?

Is the bookkeeper a good fit for their business? What specific bookkeeping services do you need, and can the bookkeeper offer flexible, tailored services around your needs? Can the bookkeeper offer a detailed proposal for you to review and ask questions on, before making a decision?