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 Personal Bookkeeping Services for Small Businesses

   We specialize in managing your small business finances with precision and care. In today's fast-paced world, keeping track of financial details can be overwhelming, especially when you're navigating the complexities of a small business. That's where our services come in, offering a tailored approach to meet your unique financial needs.

Taking Care of Business

Our services are focused around our core mission:

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Balance

Organized financial records are a critical aspect of any well-run business, providing stability and accountability.

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Grow

Looking to expand your small business? Our growth mindset can help get you there. 

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Achieve

Accounting goals vary greatly from one organization to the next.  Our services are tailored to each individual client.

About

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So glad you're here!  I'm Jess, founder and current solo-preneur, who is bound to be your organization's #1 fan.  Serving clients nationally, but based in the Charlotte-Metro area, I approach bookkeeping and accounting like a full contact sport - BRING IT ON!  I love crunching numbers, cleaning up messes and, most importantly, helping guide my clients' businesses to the next level.  My commitment to my clients goes beyond the ledgers - it's about understanding the journey and being their biggest cheerleader. 
I genuinely find my work fun, but I also love to get outside the office and into the woods whenever I can. As a semi-recent transplant from the Northeast, I'm still discovering all the hiking spots around the city.  If you've got any recs, drop me a line.  And stop back by if you need any accounting help.  
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- Jess

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Services

We offer a comprehensive suite of services for small businesses:

  • Small Business Bookkeeping: We understand the intricacies of small business finances, from managing invoices and expenses to handling payroll. Our services ensure your financial records are accurate, up-to-date, and compliant with current regulations, enabling you to make informed decisions for your business.
  • Financial Reporting and Analysis: We provide clear, concise managerial reports and analyses to help you understand your financial position, track progress towards your goals, and identify opportunities for growth and improvement. 
  • Budgeting and Forecasting: Planning for the future is crucial. Our services include creating detailed budgets and forecasts, allowing you to plan for upcoming expenses, manage cash flow effectively, and set realistic financial goals.
  • Core Services include:
    • Classify transactions in the chart of accounts
    • Reconcile bank and credit card accounts
    • Preparation of Income Statement and Balance Sheet reports
  • Additional Services include:
    • A/R invoice input and tracking
    • A/P bill input for authorization and payment
    • 1099 preparation and e-filing
    • Receipt tracking
    • Class and location tracking
    • Set up your books with a custom chart of accounts
    • Create a workflow for your small business bookkeeping
    • Clean up messy books
    • Catch up books that need to be brought up to date
    • Bookkeeping system audits

Prefer to DIY but not sure where to start? 

Our special "Ready-Set-Go" packages provide you with just the right amount of assistance to help you get the tools and training to organize and maintain your in-house bookkeeping regimen.  Options include:
  • Ready: A 2-hour, one-on-one training workshop* to get your books set up and ready for you to dive in and handle them yourself.   
    Special Offer $299
  • Set: A 4-hour, one-on-one training workshop* to get your books set up and ready for you to dive in.  Additionally, we'll set up your bank feeds and provide a tutorial on working in QBO.
    Special Offer $555
  • Go: 6-hours of one-on-one training to include the offerings in "Set" and help you troubleshoot as you begin working in your books. This will consist of a single (4) hour session + up to 4 half-hour long sessions for troubleshooting.
    Special Offer $799

    * To be completed in 1 session

Pricing

We custom-tailor our packages to suit your needs and your budget. Reach out to request additional information and to learn more about our services and pricing.  We offer a free exploratory call where we can discuss your bookkeeping pain points and figure out a plan.  

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The Austal3 Advantage

  • Save Time: Outsourcing your bookkeeping tasks frees up valuable time that you can dedicate to growing your business or focusing on personal interests and family.
  • Reduce Stress: Keeping up with financial records, tax regulations, and deadlines can be stressful. Our professional services alleviate this burden, providing peace of mind knowing your finances are in expert hands.
  • Improve Accuracy: Financial errors can be costly. Our skilled bookkeepers will ensure your financial records are meticulously maintained, reducing the risk of mistakes that could impact your business or personal finances.
  • Make Informed Decisions: With accurate financial data and expert analysis, you're better equipped to make informed decisions about your business strategy and personal financial planning.
  • Financial Health and Growth: Our services not only help maintain your financial health but also identify opportunities for growth and efficiency improvements, contributing to the long-term success of your small business and personal finances.
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Contact

At Austal3, we are committed to providing high-quality, personalized bookkeeping services to help small businesses and individuals navigate their financial journeys with confidence. Contact us today to learn how we can support your financial success: