Monthly Bookkeeping
At Finance to Fortune, we pride ourselves on being dedicated and reliable individuals with a passion for numbers and a keen eye for detail. We understand the importance of maintaining accurate financial records to ensure the smooth operation of your financial processes.
268
HAPPY CLIENTS
17
INDUSTRIES SERVED
13,516,162.64
TAX DEDUCTIONS (2023)
Saving you time and money
TIME IS YOUR MOST VALUABLE COMMODITY,
AND YOUR MOST LIMITED RESOURCE
Working with a QuickBooks Certified ProAdvisor will provide the following stress-free benefits as you continue to grow and scale your business
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Minimize Taxes
We will capture your tax-deductible expenses and minimize your tax liability.
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Own Tax Season
Deliver a flawless set of books to your accountant and receive additional savings
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Confident Decisions
Make informed business decisions with accurate financial reports
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Increase Profits
Boost your profits by focusing on activities that drive revenue.
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Trusted Partner
A bookkeeper is a partner that thrives off your success as a business owner.
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Vetted Referrals
Receive access to trusted legal, tax, and financial professionals.
Hi, I'm Angelitta,
YOUR NEW BOOKKEEPER!
Are you looking for a reliable bookkeeper to help keep your financial records accurate? Look no further! As an Advanced QuickBooks Online ProAdvisor and QuickBooks Payroll ProAdvisor, I am here to help.
You're in Elite Company
My Toolkit.
A QuickBooks ProAdvisor is an accounting professional that has been trained, tested and recognized by Intuit as someone that can guide other QuickBooks clients and/or their employees as to how to best leverage QuickBooks software both from technical and accounting perspectives.
Sign up for financial empowerment
IT'S TIME TO ADD A TRUSTED
BOOKKEEPER TO YOUR TEAM!
Our complete suite of bookkeeping services includes one advisory service catered to the specific pain points of your business.
V.I.P. BOOKKEEPING SERVICE
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Categorize business transactions
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Paperless expense and receipt processing
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Monthly bank reconciliation
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Monthly business review (virtual or in-person)
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Unlimited concierge service and email support
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Manage 3rd party apps (i.e. PayPal, Square, Amazon, Stripe)
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Prepare and file 1099s
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Collaborate with CPAs and tax advisors to ensure accurate tax reporting
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Receive exclusive pricing on QuickBooks Online payroll services and office supplies at an exclusive discounted rate.
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Cash Rewards through our referral program
ADVISORY SERVICES (CHOOSE 1)
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Cash Flow Forecasting. 82% of businesses fail due to cash flow issues. This service will allow you to see opportunities for a shortage of cash or expenses 6-8 weeks ahead of time.
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Budget and Spend Management. We will create a yearly and quarterly spending plan for your business to allow you to effectively manage your finances.
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Accounts Receivable Management. Ensure your invoices are paid on time with our A/R Management advisory service. We will implement systems to monitor and manage outstanding invoices, follow-up on overdue invoices, and reduce bad debt due to unpaid invoices.
(All of our advisory services include bi-monthly meetings)
You are in good company
WHAT OUR CUSTOMERS HAVE TO SAY ABOUT US
Rose Atlantic Holdings
Real Estate Broker and Developer
"Ms. Springer is amazing to work with. We are a family owned and operated land investment holding company, private lender, and fix & Flip landlord all in one. Ms. Springer is on top of our inventory, capitalization costs, and setting us up for max depreciation come tax time! Very professional and can explain accounting concepts well so our team can execute."
Tantisimo
Food & Beverage Business
"I’m a DIY type of entrepreneur. I like knowing how everything is working and doing it myself. This is just one area where I’m lucky I found someone I trust completely, who can do the job way better than I can! I like to think that if I had all the time in the world I’d keep my books the way Angelitta keeps them, which made her easy to hire, but truthfully she’s better than that. She’s experienced, thorough, and professional, but more than that she always makes me feel like she’s genuinely interested in what’s going on with the business and enjoys what she does! She has my highest recommendation."
Kernels Nashville Popcorn
Specialty Food Business
"Ms. Springer is a pleasure to work with. She's knowledgable and very attentive to our needs. Whenever we don't understand something in Quickbooks, she either personally walks us through the process or provides a detailed video. She is amazing! Highly recommend."
You asked, we answered
FREQUENTLY ASKED QUESTIONS
What accounting software do you use?
QuickBooks Online is our preferred bookkeeping software. My favorite feature is the ability for business owners to view their financial performance, track mileage, and upload receipts from the convenience of their cell phone. No wonder why it is the #1 accounting solution for small business owners!
Do you bill by the hour?
Enjoy the peace of knowing you will receive a flat monthly rate throughout the duration of your contract. A flat rate fee to help you manage your cash flow and to ensure your books are complete each month without time constraints. Our all-inclusive bookkeeping service will eliminate surprise fees, "out of scope" requests, and assist in cash flow forecasting.
Can you file my taxes?
We do not file taxes. However, we prepare the financial statements for your CPA or tax preparer.
Are the advisory services extra?
The advisory services are included in the monthly bookkeeping rate. Once an advisory service is complete, you can choose to switch to another advisory service or area of focus for your business.
YOU'REHIRING!
If you're a business owner using QuickBooks and seeking a skilled and detail-oriented bookkeeper to join your team, we encourage you to reach out to use today. Let us contribute to th financial success of your organization.
Finance to Fortune, LLC provides bookkeeping training
and services to small business owners. We empower
them to manage their business smarter so they can stay
in business longer