Why should I partner with a Financial Manager?
If you’re looking to grow your small business from a solid financial foundation, Statera is a great fit for you! I specialize in financial management support for women who “sell their brains” for a living. The accounting for this type of firm is specific and varies from other business types. I work with a select number of clients in order to offer you personalized, prompt and exceptional service.
What’s the difference between an accountant and a bookkeeper?
Great question! An accountant is primarily concerned with year-end tax preparation and reporting. A great bookkeeper works with you throughout the year to maintain up-to-date financial records and provide guidance and education regarding your financial system. Many businesses engage both an accountant (or tax preparer) and bookkeeper.
An experienced financial manager gives you the best of worlds: you have a trusted partner to help you with day-to-day tasks as well as strategic planning and analysis!
What is bank-level security and why is it important?
Bank-level security means a high level of security for your personal information, similar to what a bank offers. I utilize QuickBooks Online or Xero plus HubDoc to maintain your financial records in the cloud, thereby ensuring your information not only is safe, it is also accessible from anywhere should you need it. We can easily integrate with the programs you use today and develop a stream-lined online system to maintain your records. No worries that your files will be misplaced or be lost due to a crashed hard drive!
How does virtual financial management work?
I utilize phone and electronic communication avenues to connect with my clients. Typically, we start by meeting via video conference to assess your needs and discuss your expectations of our services. Then I prepare a proposal including fee and schedule details. Once the contract is signed and your retainer is received, we’re off to the races! Check out the Partner with Me page for more information regarding the start-up process.
How do I share my information with Statera Business Solutions?
In today’s digital climate, it is extremely easy to share electronic documents. You can scan your documents and email them to me, upload them to HubDoc storage, or even send a picture of your receipts from your phone! The beauty of virtual bookkeeping is that you can access your financial information wherever and whenever you need it.
How do I access the information?
You will receive your financial reports regularly, depending on the extent of services and schedule agreed upon in our contract. Typically, that includes monthly balance sheet, income statement, cash flow analysis, and bank reconciliations. Some clients like to receive other reports, such as accounts receivable and payable agings.
What are your standard hours of operation?
I am typically available to clients from 9am – 4pm EST, but am happy to schedule appointments to meet your needs.
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