The $8,000 Wake-Up Call

"Knowledge is power - especially when it comes to your money."

Sarah hired me in December for a complete book cleanup. She hadn't touched her QuickBooks all year, and tax season was approaching fast.

As I worked through twelve months of transactions, organizing everything into clear categories, a pattern emerged that made my heart sink.

Car repairs: $1,200 in March. $900 in May. $1,500 in July. $800 in September. The numbers kept climbing.

When I presented her year-end report, Sarah stared at the screen in disbelief.

"$8,000? I spent $8,000 on car repairs this year?"

She had no idea. Without monthly reports, without someone tracking where every dollar was going, she'd been bleeding money one repair at a time.

"If I had known this earlier," she told me, "I would have just bought a different car instead of throwing good money after bad."

Now Sarah gets monthly reports. She knows exactly where her money is going. And when her current car needed a $1,200 repair last month? She made an informed decision to trade it in instead.

That's the power of knowing your numbers in real-time, not just at tax time.

When was the last time you really looked at where your money is going each month?

If you're ready to take control of your finances and stop money from slipping through the cracks, I'm here to help! Let's get your books organized so you can make confident business decisions.

With 30 years of experience running childcares and managing my own books, I understand the challenges of keeping detailed financial records while running a business. I have a special passion for helping out of the-box-thinker business owners who benefit from extra organizational support and patient guidance.

Previous
Previous

The $10,000 Mistake That Wasn't

Next
Next

The $1,600 Discovery