Gulfstream Bookkeeping, LLC

Serves Titusville, FL

35244

Hired 6 times

8 employees

5 years in business

$40/hour

5.0

This pro accepts payments via Check, Credit card, Venmo, and Zelle.

Next Service

Credentials

Background Check

Tracey Aldrich 
Completed on 11/17/2024 

Show More

Introduction

Hello, my name is Tracey Aldrich, and I have a mad passion for helping people make their job easier. In over 30 years of working with business owners, I have found that they often take on too many roles in the company and are spread so thin that bookkeeping takes a back seat to other priorities. Unfortunately, this frequently results in mismanaged books, unnecessary expenses, a false sense of profit if there is money in the bank, and continual stress to catch up on finances for tax deadlines and banks. If this is your situation, do not worry; I love a challenge. I find it exciting to help my clients turn what may seem like chaos into clean books and numbers they can trust. By streamlining the bookkeeping, I also can save them an average of 60 hours per year—time that can be put into growing a business. I am committed to my clients’ success and take great satisfaction in helping with this growth.

Show More

Q&A

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

unfold fold
My pricing is on a case by case basis. I like to talk with my clients to see what their needs are, then I take a look at their books and give them a proposal.

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

unfold fold
Once we agree on a price, I like to ask questions to make sure we are on the same page. Then I get to work.

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

unfold fold
25 years of full charge bookkeeping. Quickbooks Certified Pro Advisor

How did you get started doing this type of work?

unfold fold
I started out many years ago as an accounts payable clerk. I was hungry for knowledge so I took a couple of accounting courses at the local college and just grew from there.

What types of customers have you worked with?

unfold fold
General Contractor Roofing Contractor HVAC Contractor Auto Repair Shop Retail Shops Golf Course IT Lawyer CPA Manufacturing

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

unfold fold
A client turned over all of 2019 bank statements, that didn't upload into QuickBooks Online. I was able to convert them all and was able to finish in time for their taxes to be filed on time. It took me approximately 60 hours to do it in. It involved over 450 transactions per month.

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

unfold fold
Do always go with the least expensive, go with the more experience person that can flow with your needs.

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

unfold fold
Have the done this type of work before? Can they complete your needs in a timely manner?

Favorites

Here is a brief description text of the drawer.