Books in Harmony started from a 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.
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 email, ShareFile, Hubdoc, Dropbox or Receipt Bank. Ask us about managing your accounting email as well.
To get started, we schedule a client call where we analyze your bookkeeping needs to be sure we are a good fit. From there, an engagement letter is sent out and returned and pre-payment is received. After these steps are complete, we schedule an intake meeting. In this meeting we plan the frequency of how often you need to see your financial numbers and reports. For some clients, monthly record keeping is ideal. For others, they need to see it more often.
Serah has been managing clients books for 7 years now. She is a Certified QuickBooks ProAdvisor and a Certified Hubdoc Advanced Partner. She has a keen eye for detail and enjoys cycles of completion. She works with clients to understand roadblocks to financial wellness. From there, they create a plan for success. This enables clients to take ownership of their financial position.
During her free time, she enjoys spending time with her daughter sea kayaking, cooking, hiking, and playing guitar.
Cassie joined us in July 2018 and brings a sharp attention to detail, computer skills, an ever inquiring mind, and is highly organized. Cassie will be in charge of making sure the integrations are doing what they are supposed to do, uploading files, and overseeing the day-to-day bookkeeping and administrative tasks.
Cassie loves helping people get organized and is very task-driven–making bookkeeping a perfect fit. In her free time between studying and working, Cassie enjoys traveling, photography, learning languages, and cooking with her family.
Sasha joined us in August of 2018. She brings job costing experience, knowledge of the construction field, and project management skills.
She will assist in overviewing the day to day bookkeeping operations. With her management experience, she will make sure we stay on track with client goals.
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