advisory services and bookkeeping
ABOUT POISED BOOKS
We started out as a virtual bookkeeping company and have evolved to offer small business advisory services. We work with our clients on how to best set up their accounting system for their unique business challenges, implement those changes, and offer ongoing service and support for bookkeeping needs.
Our mission is to take away financial stress. It really is that simple. Working with business owners, we create a financial system that is organized, easy to understand, and that produces the financial statements that show the information the client wants. We then review that data with each client and provide advice and solutions to increase efficiencies and profits. Let us take that burden off of your shoulders and help you keep more of your hard-earned dollars in your pocket. Our greatest joy is watching our clients succeed in business and in life.
While our mission is simple, our approach is not. Unlike other firms who only care about data entry and moving on to the next thing, we care about what is happening with the data. What trends do we see? How can we organize your books to best represent the needs of your business? What reports best fit your situation? We care about what our clients want, we will provide you with the best information possible so that you get the solution you want. We advise, you decide.
ACCOUNTING SYSTEM SET-UP
Our first step is to meet with our clients and get to know them and their business. It is during this initial meeting that we learn how the business is unique from its competitors, what the business owner considers important and what drives the business. We then work with the system already in place or start a new file, either way the system will reflect the needs of the client and their business.
After setting up the files, we offer monthly reporting on the financial state of the company. Our services include categorizing expenses and income properly, reconciliation of bank accounts and credit accounts, the proper management of your assets and liability accounts, and preparation of the financial statements. Each month, there is a meeting scheduled to discuss findings, trends and to offer advice on any adjustments that might help increase your net income. We also provide accounts payable, accounts receivable, sales tax, and other similar services.
PERSONAL MONEY GUIDE
We help you to get control of your finances, identify areas in which you can save, and figure out the why behind where and when you are spending money. Our goal is to help you develop a strong relationship with spending and saving so you can create wealth for you and your family.
Elizabeth holds a BS in Economics from the United States Military Academy and an MBA from the University of Colorado. She has professional experience across retail management, banking management, and consultative sales. Poised Books was created so she can help businesses and individuals sleep better at night knowing that their finances are in order and they have a partner to assist with personal and professional affairs.
As a virtual company, Poised Books is able to work with clients anywhere across the United States. We have processes in place to ensure easy, clear communication and secure data storage.