I recently made the change from a commissioned designer on the staff of a renovation company, to an independent design contractor, so I needed to set up a bookkeeping system to track income and expenses.
Let me be very clear. ... l HATE bookkeeping! It leaves absolutely no scope for imagination or creativity (unless I want to break the law), so taking care of invoices and bills is a burden I never enjoy, and would prefer to avoid whenever possible.
I knew I needed help, so I called Liz Richards to help me find a user-friendly program that would allow me to record entries quickly and easily, prevent me from doing it wrong, and make it easy to prepare my income tax return.
She spent time with me to identify the types of entries I would need to make for clients and expenses, find out my preferences for how and when I would prefer to do it, how much time I was willing to spend on it, and, how much money I was prepared to spend on it.
Not long after that meeting, I went to her office where she showed me what she had set up for me. She had created the accounts I needed to work with, and showed me how to create more if and when I might need them. She had also created an invoice template for me, so I can easily enter information and prepare invoices for clients. Liz set me up on a cloud-based system that keeps my records secure, and allows me to access them whenever and wherever I need. She walked me through the processes to ensure that I could handle it on my own, and sent me on my way with a reminder to phone her if I had any problems or questions. She also assured me that, if I choose, I can hand over all the receipts and bits of paper to her, and she will take care of it for me. She kept my budget in mind when she selected the program, and the cost for her services was very reasonable.
Liz helped make a task (that I detest) simple and relatively painless for me, and provided the option to "have it taken care of', almost magically, if I discover that it's still more than I want to deal with.
I truly appreciated her help and guidance, and will gladly recommend Liz Richards and Booksmart Bookkeeping to clients, friends, and family.
Gail lmpey, IDT