We do bookkeeping, accounting & payroll, for personal and business entities, including corporations.  We are also CTEC registered tax preparers.  Call us at 520-442-2250 for a consultation.

Servicing Casa Grande, Chandler, Florence, and Maricopa.

A Personal Bookkeeper was established 20 years ago primarily for two reasons: 

First, to provide a more personal level of service (limited number of clients) and availability without using third-party contractors to handle your finances while providing a variety of professional mobile bookkeeping services to small and medium-sized businesses not offered with traditional bookkeepers and CPA firms.  

Second, to eliminate the additional expenses involved in hiring a full-time bookkeeper or employee which would also include paying additional workers compensation insurance. 

• Are you paying the high cost of using a CPA? 
• Were you told you need to use a CPA? 

Not only can I provide better personalized service and flexibility, but at a fraction of the cost.

Looking for a certified tax preparer that can help you save money?

I am CTEC certified and can prepare and e-file personal, small business, and corporate tax returns for a fraction of the cost of using a CPA.  I also have additional discounts if I maintain your books if you are a business owner.  Do you reside or own a business in a different state?  No problem.

Who am I and why trust me with your finances and tax preparation?

I am a seasoned professional and trainer with over 25 years of experience, a Certified QuickBooks ProAdvisor, and a CTEC registered tax preparer (CRTP).  My specialty is clean-up and through the years I have found instances where previous bookkeepers or firms were either embezzling money or charging excessive rates with little to no proof of what work was being done.  At any time, I can provide a detailed report of all work.  

I also provide mobile services.  What is a mobile bookkeeper?

• A bookkeeper who personally comes to your home or office to conduct all your bookkeeping needs.

Why use a mobile bookkeeper?

• A full-time bookkeeper is NOT needed
• Don’t have time or can’t leave my business
• Feel more comfortable in your business setting
• Customized reports tailored to your business
• More convenient
• Keep track of sales, purchases, payments, and receipts

Many accounting firms and CPA’s charge $75 to 250 dollars an hour when providing bookkeeping services and tax preparation.  What they don’t tell you is that many of the services you are paying high rates for are then handled by either outsourced bookkeepers or employees at greatly reduced rates.  This is not to say that they don’t review the work or that they are unethical.  Many services in several different industries are outsourced to reduce their costs.  The bottom line is that you are probably overpaying for your current services.  However, my primary goal is to meet your needs and exceed your expectations by providing personalized bookkeeping services in a manner that fits your schedule and your budget.

• What is a virtual bookkeeper?

With virtual bookkeeping services, your bookkeeper will work remotely instead of in your office.  Your virtual bookkeeper will be able to help you from anywhere (sometimes even on vacation).  Your virtual bookkeeper will have remote secure access to all of your financial data. You might be skeptical about virtual bookkeeping, however, all your data is encrypted, and consider some of the following benefits.

It saves you money

1. As mentioned, not every business can afford to hire a full-time bookkeeper.
2. No expenses related to payroll and workers’ compensation.
3. No expenses related to a workstation, computer, or office supplies when using a virtual bookkeeper.
4. No overtime
5. No added cost or consideration for employee benefits.

 Convenience

1. Your virtual bookkeeper is normally available after regular business hours and 7 days a week (sometimes even while on vacation). Try calling your outsourced CPA or bookkeeping service provider after hours or on a weekend and see if they answer.
2. You can still access all your bookkeeping data at any time.

Latest Tools

1. Are you working with old outdated software? Your virtual bookkeeper uses the latest and most popular software.
2. The latest tools and technology are used to keep your data safe and secure.

Ask yourself, do I know?

• my bank balance at all times

• who owes me money and how much

• who I owe money to and when payments are due

• what part of my business is making money

Most individuals and business owners have a “do everything myself” attitude and frown on paying for anything they think they can do themselves.  In addition, many business owners have been running their business for months or years without a bookkeeper so they think they are doing fine.  In most cases they are not doing fine at all.  I had a business owner reluctantly hire me on a trial basis. I cleaned up his records, reconciled his bank statements, input his receipts, properly categorized his income and expenses, and performed the boring but critical task of paying the company bills.  Not only was I able to save him a lot of time (and probably frustration) but, I saved him nearly $500 dollars in “monthly” late fees.  I also was able to identify areas of his business where he was not being profitable.  To this day, not only am I still his personal bookkeeper but he is a good and dear friend.

Don’t need a full or part-time employee bookkeeper?

Can’t afford or don’t need a full-time bookkeeper in Casa Grande or anywhere in the United States?  Just need help running or setting up reports?  Need help with a short-term project?  Need urgent help on a weekend or after hours?  Need to clean up your books?  Tax preparation?  Are you being audited and need help?

Completely against hiring a bookkeeper?  Need to do your own bookkeeping?

Although I do not recommend business owners do their own bookkeeping, there are those few individuals that insist on doing their own bookkeeping.  For this type of person (or group), I do offer training on QuickBooks (QB).  QuickBooks is the #1 rated and most popular small business accounting software used today. I am proficient in all versions of QB including QuickBooks Enterprise for larger businesses, and QB even has an online (or cloud) version called QuickBooks Online that is safe, secure, affordable, and highly recommended.  There are many benefits from using Quickbooks which I can discuss during my initial free consultation.  I also offer QuickBooks software discounts for my clients.  Click here to jump to my Quickbooks training page.

I don’t have a business, why use a bookkeeper?

With nearly 25  years experience, I have found wealthy, retired, and disabled people that urgently needed bookkeeping services who never have owned a business.  Many retired people don’t want or can’t go to their bank, or they feel frustrated with learning or trusting online bank technology.  Some prefer not to deal with weekly and monthly items such as paying bills, check writing, setting up bill payments, and reconciling bank statements just to name a few.

Why is it important for retired individuals to use my services?

Eventually the effects of aging begin to hinder our ability to properly manage day-to-day financial affairs.  In many cases, family members or friends eventually take on the role of financial caregiver.  They try to help them get organized, but it’s often frustrating working with someone that may be impatient when it comes to the endless tasks of daily, weekly, or monthly money management.  In addition, unfortunately in many cases family or friends end up breaking the trust and responsibility given to them and they end up mismanaging or embezzling money to the point where the funds or assets have been completely depleted.  Don’t believe me?  Do your own search on Google and you’ll find plenty of examples of financial elder abuse.  You may have a loved one or just know someone that is in great need of someone who truly cares about their financial welfare.