Amis Ledger & Co.

Serves Provo, UT

35244

Not yet available

1 employee

Not yet available

$30/hour

5.0

This pro accepts payments via PayPal and Venmo.

Next Service

Hours

Sun Closed
Mon 8:00 am - 8:00 pm
Tues 8:00 am - 8:00 pm
Wed 8:00 am - 8:00 pm
Thurs 8:00 am - 8:00 pm
Fri 8:00 am - 8:00 pm
Sat Closed

Credentials

Background Check

Anna Amis 
Completed on 7/4/2025 

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Introduction

Because your time is valuable—and messy books are expensive. I help small business owners like you: ✅ Stay audit-ready with clean, organized records ✅ Free up time by managing accounts payable/receivable ✅ Get paid faster with streamlined invoicing ✅ Gain clarity through easy-to-read financial reports ✅ Make smarter decisions backed by accurate numbers Whether you're behind on your books or just want to stay ahead, I’ll meet you where you are and build a system that saves time, reduces stress, and keeps your business moving forward. Let me handle the books—so you can get back to what you love.

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Q&A

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

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My pricing is tailored to the needs of each client and the complexity of the work involved. I offer: • Hourly or Monthly Flat Rates – depending on what best suits your business and budget • No hidden fees – you’ll always know what to expect • Customized Packages – for ongoing clients or those needing multiple services • Discounts – available for long-term contracts or clients with simple, well-organized books Whether you need a one-time cleanup or full monthly support, I’ll work with you to find a solution that fits your goals and helps your business thrive. Let’s talk about what you need, and I’ll provide a personalized quote!

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

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My Typical Onboarding Process: 1. Free Discovery Call – We start with a quick call or message to learn more about your business, your current bookkeeping setup, and what kind of support you’re looking for. 2. Review & Proposal – I’ll review your books (if applicable), assess the scope of work, and send over a custom proposal outlining services, pricing, and timelines. 3. Agreement & Onboarding – Once we agree on the terms, I’ll provide a simple service agreement and begin the onboarding process. This includes gathering any necessary logins, access to your accounting software, and reviewing your current financial systems. 4. Setup & Cleanup (if needed) – I’ll make sure everything is set up properly, categorize past transactions if needed, and clean up any inconsistencies. 5. Ongoing Support – Depending on your plan, I’ll provide weekly, monthly, or quarterly services, send reports, and communicate regularly so you always know where your finances stand. I focus on building trust and simplifying your finances so you can focus on running your business!

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

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I’ve completed formal training through Bookkeeper Launch, the industry’s leading program for modern, remote bookkeepers. I hold a QuickBooks Online Level 1 Certification and a Digital Bookkeeper Certification from the Digital Bookkeeping Association. In addition to my certifications, I bring over a decade of experience in the financial services industry, including operations management at a Fortune 500 firm. I’ve also gained hands-on experience managing invoicing, financial records, and reporting for a growing equine facility, and I continue to build real-world experience in accounts payable, receivable, and reconciliations. I believe that accurate, timely financials are the foundation of any successful business—and I’m constantly learning to stay ahead of changes in accounting tools and best practices.

How did you get started doing this type of work?

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I began doing invoicing and administrative work for a small equine facility over five years ago, and I quickly realized how much I enjoyed the financial side of the business. Managing client billing, keeping records organized, and making sure payments were timely gave me a sense of purpose—and helped the barn run more smoothly. That experience inspired me to pursue formal training through Bookkeeper Launch, where I earned my QuickBooks Online Level 1 Certification and Digital Bookkeeper Certification. With my background in both equine operations and corporate financial services, bookkeeping became the perfect way to blend my skills and help other business owners stay on top of their finances. Now I work with small businesses who want reliable, remote bookkeeping support—so they can focus on growing their business while I keep things organized behind the scenes.

What types of customers have you worked with?

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I’ve been handling invoicing and financial organization for a small equine boarding and training facility for over five years. Through that role, I’ve gained hands-on experience with client billing, payment tracking, and maintaining accurate records—while also learning how proper bookkeeping supports the success of a business. While the barn has been my main bookkeeping client so far, I’m actively expanding my services and looking to take on more clients and more responsibilities. I’ve completed formal training through Bookkeeper Launch, and I’m certified in QuickBooks Online with a strong foundation in accounts payable, receivable, and categorizing transactions. I’m excited to help other business owners feel organized, supported, and confident in their numbers.

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

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One project I’m especially proud of is the ongoing invoicing system I manage for a large equine boarding and training facility. I’ve been handling their client billing for over five years, during which I’ve helped streamline their invoicing process, reduce missed payments, and improve cash flow consistency. What started as a simple invoicing task has grown into a more involved role where I’ve been able to apply what I’ve learned through my QuickBooks Online certification and Bookkeeper Launch training. I’ve taken initiative to stay organized, adapt to the business’s evolving needs, and look for ways to improve efficiency and accuracy. I’m proud of the trust I’ve built with the business owner, and I’m excited to take on new projects where I can continue building that kind of long-term impact.

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

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Look for someone who’s not just good with numbers—but someone who truly understands the story behind your finances. A great bookkeeper will not only keep your records accurate and up to date, but also help you feel confident and in control of your business decisions. Make sure they: • Communicate clearly and consistently • Understand your industry or are eager to learn • Have proper training and certifications (like QuickBooks or professional bookkeeping programs) • Are willing to work with your systems—or help you build better ones Most importantly, choose someone you feel comfortable being honest with. Your finances are personal, and a strong working relationship built on trust makes all the difference.

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

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Before reaching out, it helps to think through a few key questions so we can hit the ground running: 1. What type of support do I need? (Ongoing monthly help, a one-time cleanup, invoicing, reconciliations, etc.) 2. How are my current financial records being handled? (Are you using QuickBooks, spreadsheets, or something else?) 3. What’s working—and what’s not? (Are you behind on categorizing, missing reports, or struggling with cash flow?) 4. What’s my budget for bookkeeping services? (This helps us determine the best plan and level of support for you.) 5. What does “success” look like for me? (More time, peace of mind, organized reports, better insight?) Having clarity around these things will help us create a personalized plan that saves you time, reduces stress, and helps your business grow.

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