Critical Counting - Virtual Accounting Solutions

Serves Youngstown, OH

35244

Hired 1 time

1 employee

5 years in business

Not yet available

5.0

This pro accepts payments via Apple Pay, Cash, Credit card, PayPal, Stripe, Venmo, and Zelle.

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Introduction

I help business owners do what they are awesome at by doing what I am awesome at! I'm here to help free up some of your time and offer you peace of mind! Finances are a personal matter, and that goes even further with your business. The numbers are there to tell the story from beginning to end. They are the road map for business owners to be able to make timely changes that matter. Here's a list of some of the services offered: Full-Service bookkeeping packages are custom-tailored to meet your business needs, which can consist of some (or all) of the following: Bookkeeping - Monthly/Quarterly recording of income and expense transactions (not just a lump sum journey entry) Accounts receivable/payable - Vendor bill pay services, client/customer invoicing, workflow development, etc. Payroll Management - Payroll and tax management, Government and State compliance, etc. Extensive Collaboration with your CPA, partnered services, tax-ready documents, etc. Quickbooks/Xero - Setup and management Other services - Clean up/ Catch up work, class/job tracking, 1099 issuance, etc.

Q&A

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

All packages are custom and consist of only the services that you need.

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

I always like to begin all inquiries with a discovery call, which consists of learning about your business and determining whether I am the best fit for you and your business. Once I learn more about your business and can provide a proposal, we will begin the onboarding process. This process begins with the signing of the contract, providing accountant access to accounting software, bank accounts and credit card accounts as needed, and well as other essential financial documents.

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

I have a BSBA in Accounting. I am also a full-time Federal Auditor. Feel free to look me up on LinkedIn.

How did you get started doing this type of work?

I've always enjoyed working office jobs. When I was young, the minute someone noticed that I was good at writing and typing, it seemed all administrative tasks because my responsibility and it just grew from there.

What types of customers have you worked with?

I've worked with customers in a wide variety of industries to include real estate, nonprofits, government contractors, and many more.

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

I always recommend meeting and discussing your business needs a bit more than just talking about the financials. This will allow you to determine what type of person you need to work with. For example, do you want them to be more hands-on (phone calls, video conferences, etc.) or would you prefer someone more behind the scenes (emails, text messages, etc.). In addition, it also depends on how you are keeping track of your data and how tech savvy you consider yourself. Are you willing to work with someone virtual who requires the documents to also be provided virtually (scanned and uploaded onto a cloud drive) or would you prefer someone local who can be handed the receipts and documents in person?

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

1. What is your current process for completing accounting-related work (tracking income and expenses)? 2. Are there any legal requirements that you need to ensure are met? 3. What is the timeline? Is it feasible? 4. Are there any reports you want on a recurring basis?