Our role is to work with business owners to keep them on financial track. There is an emotional tie to money, and financial wellness helps us all feel whole. Together, we can create a streamlined system to track business goals and finances. How behind are you or someone you know with your record keeping? Not only are we your bookkeeper, we are your business organizer, leaving you more time for your personal goals.
We have a paperless office and receive all files through Hubdoc, Dropbox or Receipt Bank. Ask us about managing your accounting email as well.
To get started, we schedule a client onboarding where we analyze your bookkeeping needs to be sure we are a good fit. We then create a plan of how often you need to see your financial numbers and reports. For some clients, monthly recordkeeping is ideal. For others, they need to see it more often.
Once a plan is in order, the following steps are initiated:
1. We set up a client agreement
2. We request passwords
3. We start knowledge transfer
4. We create a procedures manual
5. We begin client intake : This entails figuring out the best delivery options for bank statements, payroll, and bills, and create a calendar so we both know when to expect items and completion dates.
6. From there, we will have monthly check in's to be sure everything stays on track.
Our client base consists of busy professionals and individuals who would prefer to let someone else keep their monthly record keeping on track.Currently serving a diverse array of clientele.
Industries served include:
- Holistic Practitioners and Naturopaths
- Real Estate Agents
- Mitigation Banks
- Repair Shops
- Music Stores
Books in Harmony started from a burning desire for change. As Serah, the founder was out on clean up jobs, she noticed previous bookkeepers had a lack of understanding of general accounting procedures. There was a void in the industry for caring, compassionate, and accurate bookkeepers. She then decided to fill the void by branching out on her own. Books in Harmony became a reality.
Meet the Team
Founder & CEO
Serah has been managing clients books for 7 years now. She is a Certified QuickBooks ProAdvisor and a Certified Hubdoc Advanced Partner. In her spare time she enjoys spending time with her daughter, sea kayaking, hiking, songwriting, and playing guitar.
Are you ready to get started?
Contact us now.