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monthly bookkeeping services

Organizing your finances with profit in mind!

 
 

GIRL, HAVE YOU LOOKED AT YOUR BOOKS LATELY?

No, I’m not talking about the ones from college that are collecting dust on your bookshelf. I’m talking about your financial books. You know how you manage your money?

Yeahhh. Those books.

I know you haven’t wanted to look. They’re a mess! The software you got that was supposed to make it so easy to track everything uploaded every irrelevant transaction and who has time to sort through that?!

I feel you. Managing the books is hard.

And why wouldn't it be? It's like a whole new language!

Income receivable? Expenses payable? Account reconciliation? Financial Statements? And what do you mean that profits are accounting not cash? Making the sale doesn’t mean I have the money? Whattt?

But here's the thing:

If you don’t know where you stand, how do you know you can get where you want?

You could be leaving money on the table. You could be sabotaging your goals.

You know those statistics about small business failure rate? You know the ones that make you shake in your boots about how only ⅔ businesses survive after 2 years and only 50% succeed after the five years.  Well according to a U.S. Bank study the reason that 82% of those businesses fail is because of poor cash management.

I KNOW you don’t have time for that.

You're not here to fail. you're here to win.

There’s no other option. You’re here for all of it: a consistent salary, financial freedom, retirement savings, a healthy rainy day fund, maximized profits, a successful business.

You CAN have that, buuuuut, you need:

TO GET YOUR BOOKS UNDER CONTROL.
A FINANCIAL PICTURE THAT MAKES SENSE.
A FINANCIAL PLAN TAILORED TO YOUR GOALS.
A BOOKKEEPER THAT WANTS TO SEE YOU PROFIT...

"Before working with Iyanna I had struggled with commingling funds, budgeting, actually understanding what I was profiting. After our first consult, she could tell how much it was affecting me so she scheduled an appointment with me for the very next day so that I could put my mind at ease and focus on my business. Since working with Iyanna, I now understand where I need to be putting my energy. I am less stressed because I can see that the decisions I am making are resulting in profits. Plus, I am able to evaluate the most successful pieces of my business.”

- Jenny Melrose of The Melrose Family & JennyMelrose.com

YOU NEED ME

I’m Iyanna, the bookkeeper and financial coach who has your back. I ensure that your money is accounted for and only going to what you’ll profit most from. But more importantly, I clean up and streamline every detail of your money from pricing to paycheck. My goal is to make sure that your finances read like a story. The kind in which the princess ends up with money in her pocket. No prince needed.

Don’t leave any money on the table. Let me teach you how to manage your money to ensure you increase your profitability and get a steady paycheck.

Get bookkeeping with coaching in mind.

When you let me manage your books, you don’t just get a bookkeeper. You get a financial coach, and an accountability partner, that cares about your financial success almost as much as you do.

What you get:

  1. Full setup of your accounting system, if necessary

  2. A clear and organized Chart of Accounts

  3. Accounting software training

  4. Historical bookkeeping cleanup, if necessary

Choose your Tier

The Bookkeeping Review

Review of your bookkeeping system to ensure accuracy

Financial statement delivery with 1 hour monthly meetings

Quarterly and End of Year 90 min strategy sessions

Just the Books

Account setup (if applicable)

Reconciliation of up to 3 accounts/75 transactions

Financial statement delivery with 1 hour monthly meetings

Quarterly and End of Year 90 min strategy sessions

The Bookkeeping Standard

Everything from Just-The-Books +

Receipt management through HubDoc ($20/mo value)

Revenue plan/Budget support

Weekly cash flow updates

 
 

Add-Ons

Inventory and eCommmerce Store Management

Payroll through Gusto

Personal Bookkeeping

Accounts Receiveable and Accounts Payable Management

Sales Tax Management

 

"Keeping up with my Income & Expenses, being crystal clear on my income projections, and truly knowing my cost of good sold/associated fees have been a struggle. I love how thorough and detail oriented and Iyanna is. Each meeting she refers previous goals and provides financial accountability which is really appreciated. She’s also so dependable! Unfortunately, dependability is not common these days. We meet when we say we are going to meet and she doesn’t miss a weekly check in. Iyanna is respectful of my time by keeping an agenda with specific action items."

- Tamara Floyd of Natural Hair Rules!!!

LET’S GET YOU OFF THE

BOOKS-ARE-IN-SHAMBLES

AND BARELY-SCRAPING-BY

HAMSTER WHEELS

Book your free discovery call today

Monthly Bookkeeping is for you if...

  • You have months of neglected bookkeeping**
  • You're totally overwhelmed with managing your business finances and bookkeeping.
  • You need more than a one-off service to help you get your biz finances in order
  • You're making enough money to commit to a monthly service (6-figures a year or 5K months)
  • You don't know how to use your financial story to make your goals a reality
  • You're ready to dive into your finances and use financial goals to drive your decisions
  • You're ready to commit time to create a clear financial portrait of your business

Monthly Bookkeeping is NOT for you if...

Well, monthly bookkeeping is never not right. Bookkeeping should begin when you spend your very first dollar on your business. But PAYING money for someone to manage your books doesn’t make sense if you don’t yet make at least 5K/month for Just-the-Books, or 6-figures/year for my Standard and Premium packages.

Listen, it’s not that I don’t want your money, it’s just that I don’t want to take money that you could spend on growing your business and building your empire.  Until you’re stable enough for a monthly commitment, check out my Be Your Own Bookkeeper program so you can learn how to manage your own books. That way when you’ve built your empire and are ready for me your books won’t be an overgrown monster that can cause a splitting migraine on sight. Check out Be Your Own Bookkeeper.

STILL NOT SURE IF THIS IS RIGHT FOR YOU?

I know how scary it can be to trust people with finances and personal information in the age of technology. These questions have probably already crossed your mind: Will this person rip me off? Will she know how to handle my online business? Will she flake out on me?  Can I trust her?

Here’s my promise to you: 

When you hire me as a bookkeeper, you can be certain that I will take great care to handle your information discreetly and with sensitivity. You can be certain that I will care about your money and financial goals ALMOST as much as you do. And you can be certain that I will work and advise you with only YOUR best interest in mind.

So how does it work?

Taking care of your finances takes lots of moving parts. So to do the best possible job, there’s a lot to set up beforehand. I’ve outlined the entire process here. This process of 4 weekly meetings in the first month will help us ensure we are on the same page and build our relationship. It also allows no question to be unanswered for weeks on end.

So how does it work?

Taking care of your finances takes lots of moving parts. So to do the best possible job, there’s a lot to set up beforehand. I’ve outlined the entire process here. This process of 4 weekly meetings in the first month will help us ensure we are on the same page and build our relationship. It also allows no question to be unanswered for weeks on end.

  1. Fill out intake form and book discovery call 
  2. Choose date for full bookkeeping consult
    1. Accept proposal
    2. Sign contract
    3. Pay ½ cleanup fees if applicable and current month retainer fee
    4. Grant advisor access to accounting software
    5. Schedule 4 on-boarding meetings
  3. Meeting 1: 
    1. Discuss current financial health of business
      1. Look at financial statements YTD
    2. Review on-boarding information ensure complete 
  4. Meeting 2: 
    1. Finalize on-boarding
    2. Sign-up to HubDoc if applicable & SmartVault
    3. Brief training and understanding of software
  5. Meeting 3: 
    1. Discuss responsibilities & due dates 
      1. Create ideal agenda for monthly meetings
    2. Review all cleanup date to date
    3. Weed out unnecessary spending habits
  6. Meeting 4:
    1. Q&A Session with yearly planning
      1. Revenue
      2. Budget 
      3. Profit
      4. Estimated taxes (discuss opening separate account to put tax money in safely)

ready to get those books in ordeR?

fill out the form below!

 

Frequently Asked Questions

+ Where are you located?

I work from my home office in Metro-Atlanta. Because of technology, I can serve clients nationwide.

+ How far are you willing to travel?

I work with mostly female digital entrepreneurs. I also serve local Atlanta-based business owners. I can travel depending on location once per quarter.

+ Will hiring you for my bookkeeping and accounting save me money?

Yes! Working with me as your bookkeeper will definitely save you money. You do not have to hire a full-time bookkeeper as a staff member. Having a bookkeeper can also avoid overpaying for your taxes because of unorganized books! Especially come tax time!

+ Will outsourcing my bookkeeping to you be safe and secure?

Safety is my number one practice. My computers that I work from (My desktop and laptop) are secured and have password encryption software installed. I take your financial information serious and confidential. All current and future team members sign legally binding NDA forms.

+ How do I start working with you?

Call me at (678) 561-2447, send me an email at hello@iyanna.co OR set up a discovery call with me. Who knows, we may make a great bookkeeping marriage! If we’re a good fit, I will direct you to complete an intake form so that we can set up an official consultation.

+ I only need temporary bookkeeping services. Can you help me?

I am more than happy to give you help with temporary bookkeeping. These services can be getting started with your bookkeeping system, clean-up services, or if you’re between bookkeepers.

+ I just started my business and had no idea where to start with my bookkeeping and accounting! How do I get started?!

I love helping budding entrepreneurs! I offer bookkeeping training to help you to understand your books. Payment plans are available!

+ I just bought a cloud-based accounting system, but I have no idea where to begin. Can you help me use this efficiently?

Yes! I am Certified ProAdvisors for Xero, Quickbooks Online, Freshbooks, and Wave! I am happy to help.

+ Do you do payroll?

I can help you get started with payroll through the Gusto payroll system!

+ I already have a CPA/and or tax preparer. Can we still work together?

Yes! Both your CPA and tax preparer will appreciate you having accurate and organized books. It saves them time - and saves you money!

+ Do you do taxes

No, I do not prepare income tax returns nor business taxes. I can, however give you referrals to some awesome ones!

+ Can you perform audits?

I am not a CPA so cannot legally perform audits.