Books in Harmony started from a desire for change. As Serah, the founder was out on bookkeeping 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 bookkeeping for eight years. She is a Certified QuickBooks ProAdvisor and an Advanced Certified Hubdoc Partner. She works with clients to systemize their bookkeeping.
Cassie is the force behind our streamlined workflow. She verifies integrations are doing what they are supposed to do, organizes workflow, and creates all of the client forms for ease of use.
Cassie loves helping clients organize their systems. She is 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 is an invaluable part of the team. She is a diligent and caring individual, who works hard to understand each clients individual needs. With her project management skills, she is in charge of the day-to-day bookkeeping for all clients. She makes sure all the monthly client tasks are on track.
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