CONNECT. ENGAGE. GROW

Poised Books

UNIQUE BOOKKEEPING SERVICES

SET UP, CATCH UP AND CLEAN UP SPECALISTS


We focus on special projects, consulting and training.

CLEAN UP

We specialize in clean up of bookkeeping files. We can take files that were set up incorrectly, co-mingled multiple companies, co-mingled with personal finances or simply neglected and get them back on track.

SET UP / CATCH UP

We also help busines owners who are just getting started with their bookkeeping. We can recommend the right platform, get it set up for you or take what you have and get it caught up to the current period.

UNSTUCK THE STUCK

We offer individual consulting packages and training packages for those who just need to be pointed in the right direction or who find themselves stuck on a bookkeeping or business task and need assistance to move forward.

CLEAN UP


MEET

We meet and review the client's situation. Documents are collected and current books are reviewed.

PROPOSE

We prepare a proposal and once the proposal is signed we gather additional information and more details.

WORK

We get to work!

QUESTIONS

Communication. There will be lots of questions, and once we get the answers, back to WORK, several times.

FEEDBACK

Initial project and reports sent to client for review and feedback.

HAND OFF

The project is accepted by the client and future training or consulting is discussed.

SET UP & CATCH UP


SET UP

Pretty straight forward. After an initial consultation we will collect pertinent data from the client and set up a QuickBooks file, complete with a custom chart of accounts, custom reports, custom invoices/sales receipts and bank feeds.

CATCH UP

Our catch up clients already have an accounting file and they are happy with their set up. We will reconcile and generate reports for the time period requested.

SET UP AND CATCH UP

This is our favorite! As the name implies, we set up an accounting file for our client and then catch up the time period requested in the new file.

CONSULTING AND TRAINING


WE GET YOU ON YOUR WAY

Sometimes you just get stuck and need a little help to get going back in the right direction. We work on projects so small they can be solved in an hour phone call. And, we work on projects that end up in our Clean Up space.

CONSULTING

On top of bookkeeping, we have extensive experience in business operations and management. We work with clients to help them benchmark against their industry, prepare reports that help them manage their business, and pretty much anything else under the business operations umbrella.

TRAINING

We work individually with clients who need one-on-one training specific to their situation. We are also creating training solutions for purchase - stay tuned!

OUR FOUNDER

ELIZABETH OLSEN

Elizabeth is the owner of Poised Books and in 2017 opened the company's virtual doors. Recognizing that a small business owner's most valuable asset is their time, she set out to create a company that would give back some of this time to her clients. Additionally, it quickly became evident that there was a need for not just bookkeeping, but advisory services as well - and Poised Books found its niche.

Elizabeth earned a BS in Economics from the United States Military Academy and an MBA from the University of Colorado. Elizabeth is a certified bookkeeping instructor; specializing in clean up, set up and catch up. Also, as a charter member of the Digital Bookkeeping Association, Elizabeth is sure to stay up to date on all certifications and industry changes/updates.

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Elizabeth is a certified instructor for bookkeepers.com

ADVANCED CERTIFIED PROADVISOR FOR QUICKBOOKS ONLINE

WORD ON THE STREET

REAL WORDS FROM REAL CUSTOMERS

Elizabeth put our bookkeeping files put in order so that they are much easier to work with. She explains things in a way I can understand -I highly recommend!

Taylor C.

Elizabeth doesn't work with monthly clients, so she consults with our bookkeeper on an as needed basis. She is always available, helpful, and patient.

Elaine P.

We hired Elizabeth to help with our business operations. Her attention to detail and thoroughness is unmatched.

ALAN E.