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Your business is unique, and so are its needs. That’s why I offer customized solutions tailored specifically to you. After our initial consultation, I’ll create three or more personalized package options based on your circumstances. This approach ensures you only pay for what you truly need, avoiding the frustration of standard packages that include unnecessary services or force you into higher pricing tiers.
Your initial consultation with TrueSpark Bookkeeping is all about understanding your unique needs. We’ll discuss your business goals, current bookkeeping challenges, and what support you’re looking for. From there, we’ll outline tailored solutions to help you save time, stay organized, and focus on growing your business. It’s your chance to ask questions and see how we can partner to ignite your success.
Start by booking a Discovery Call! When you schedule, you’ll complete a quick form to provide a few key details so I’m fully prepared to make the most of our time together. During the call, we’ll dive into your needs and challenges, and I’ll review your books to assess the workload. From there, I’ll craft a proposal with personalized solutions for your business. Once you choose a plan, I’ll send over a service agreement and get straight to work helping you succeed!
While I don’t file tax returns, I ensure your financial records are accurate and organized to make tax season stress-free. Throughout the year, I’ll prepare and maintain all necessary documentation so it’s ready for your tax preparer. I’m also happy to collaborate directly with your tax professional to save you time and keep you focused on running your business. If you need a tax preparer, I’d be glad to provide recommendations.
Bringing on or training in-house staff can be costly and time-consuming. Limited expertise can lead to costly mistakes, such as errors that result in IRS penalties or higher accountant fees. With TrueSpark, you skip the added expenses of employee benefits, training, office supplies, and software.
By partnering with TrueSpark, you gain access to professional expertise without the overhead. Plus, our services are flexible, efficient, and tailored to your business needs, ensuring accuracy and peace of mind while saving you time and money.
While some tax preparers or CPAs may offer bookkeeping, their primary focus is high-level tax preparation and financial strategy. Bookkeeping, on the other hand, involves the day-to-day organization of your financial records.
The main consideration is cost—CPAs and accountants typically charge significantly higher rates for bookkeeping because of their advanced expertise. By working with a dedicated bookkeeper, you save money while ensuring your financial records are accurate and ready for your CPA, creating a seamless partnership for your business.
I operate on a fully remote basis, allowing me to keep costs low and pass those savings on to my clients. This approach also gives me the flexibility to serve businesses no matter where they’re located. Through secure digital tools and regular communication, I’m able to provide the same level of superior service as if we were meeting in person. My focus is on delivering accurate, timely, and efficient solutions tailored to your needs—wherever you are! Rest assured, we're always just a message or video call away!
Bookkeeping software with automation and AI features can streamline tasks and improve efficiency, but it has its limits. While these tools are great for organizing data, they can’t interpret it, provide insights, or adapt to the unique complexities of your business.
Errors can still occur, especially without proper oversight, and software alone won’t guide you on using that data to make strategic decisions. A professional bookkeeper combines technology with expertise to ensure your financial records are accurate, meaningful, and actionable—something software simply can’t replace.
As a Certified Advanced QuickBooks Online ProAdvisor, I rely on QuickBooks Online to deliver precise and efficient bookkeeping services. I also use secure, industry-leading tools to keep your financial records organized and accessible.
When it comes to your data, security is my priority. I operate on a hardwired internet connection, avoiding Wi-Fi to reduce potential risks. All digital files are encrypted and stored securely, with regular backups for added protection.
If hard copies of documents are ever needed, I handle them with the utmost care. Physical records are securely stored, and any sensitive information is promptly returned or shredded once no longer required. Whether digital or physical, your information is always handled with strict confidentiality and professionalism.
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