Get Your FREE “Time-Saving Bookkeeping” checklist for small business owners.
This checklist will help you:
- Tired of waiting until the end of the year to get your books in order?
- Stressing about tax time?
- Not keeping on top of your numbers?
Following these checklists will not only save you time but give you peace of mind.
Are you a small business owner struggling to keep up with the demands of bookkeeping? We have the perfect solution for you!
Introducing our highly sought-after lead magnet, the “Time-Saving Bookkeeping” checklist.
Inside this indispensable resource, you’ll find:
1️⃣ Step-by-step instructions for setting up a streamlined bookkeeping system tailored to your business
2️⃣ Time-saving tips for automating data entry and reducing manual paperwork
3️⃣ Strategies for organizing and categorizing your expenses for easy tracking and tax preparation
4️⃣ Proven methods for reconciling bank statements and ensuring accuracy in your financial records
5️⃣ Tools and software recommendations to simplify bookkeeping tasks and increase efficiency
6️⃣ Insights on how to generate key financial reports that provide valuable insights into your business’s financial health
7️⃣ Best practices for staying compliant with tax regulations and avoiding costly penalties
Hey There, I am Patty!
After taking a bookkeeping class in high school, I knew that this was what I was meant to do. It was the perfect complement to my love of numbers!
I earned a Bachelor of Business Administration degree with a concentration in Accounting from Pace University.
I worked in the corporate world for 13 years before I was diagnosed with ulcerative colitis. Getting sick was not in the game plan, but I wasn’t going to let it stop me. I took my love and passion for what I did in the corporate world and started my own bookkeeping business.
I work with entrepreneurs to not only help them gain sustainability in their business by putting financial systems in place, but also to take away the stress and worry of dealing with their money.
Born and raised in New Jersey, I am the oldest of four girls (my poor Dad!) Being the oldest of four taught me leadership, and has provided me with the tools I needed to help businesses in the online world to succeed.