Ledger Sense Bookkeeping & Consulting

Serves Grapevine, TX

35244

Not yet available

1 employee

1 year in business

Not yet available

5.0

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Next Service

Hours

Sun Closed
Mon 8:00 am - 6:00 pm
Tues 8:00 am - 6:00 pm
Wed 8:00 am - 6:00 pm
Thurs 8:00 am - 6:00 pm
Fri 8:00 am - 6:00 pm
Sat Closed

Credentials

Background Check

Andrew Bush 
Completed on 11/21/2024 

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Introduction

Your financial data is the key that opens the door to understanding your business and how to read the roadmap for growth. After a long career in both corporate finance and running my own million-dollar construction business, I now help other business owners understand their financial data and leverage that information to achieve their goals. It all starts with an accurate set of books. All your revenue and expenses need to be categorized correctly. This will make your CPA happy and save you money at the end of the year, but what kind of information can all that tell you? Learning how to read that financial data is really where the fun begins. I don’t just keep your books. I can also teach you how to create an achievable budget, calculate your monthly breakeven or monitor your employee and overhead expenses to make sure they are in line with industry standards and the abilities of your bank account. Leveraging all of this will allow you to make informed, intelligent decisions about your business rather than just trusting your gut and hoping for the best. Let me help you make sense out of your ledger!

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Q&A

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

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Monthly pricing starts at $250 for a basic bookkeeping package, but we can taylor other financial services to their particular needs such as budgeting, break-even analysis, financial education and chart of accounts cleanup just to name a few.

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

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We will schedule a meeting to determine the customer's financial needs and goals for their business, then we taylor our services to match.

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

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I am QuickBooks Online certified like most other bookkeepers, but I have a Finance Degree and have worked in Corporate finance for many years. I also owned my own construction company for 18 years, so I know what it is like to be a business owner and understand the unique struggles that you can only know if you've set in that seat.

What types of customers have you worked with?

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While we work with many different types of clients in several diverse industries, construction companies, non-profits, and small medical practices are definitely key niches.

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

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Make sure your bookkeeper understands accounting! Being QuickBooks certified and understanding accounting are two completely different things. I have a Finance degree, many years of corporate finance experience and have owned a 12-person business of my own.

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