How taking over the bookkeeping helped this Business Owner save hours of precious time

Here’s how we helped the owner of a Financial Planning Firm save hours of precious time

The problem

When the business owner’s wife wanted to retire, it meant it was time to hand over the bookkeeping over to someone else. This meant someone else needed to manage payments and payroll. That’s when we stepped in and helped this business.

The solution

Not only were we able to take care of all the duties the previous bookkeeper did, but we also found some major matters to fix while doing a payroll audit.

What was the outcome?

The previous bookkeeper was able to retire while the business owner was able to have peace of mind knowing that nothing was going to fundamentally change in the way he ran his business.

Not only that, but the business owner was now getting monthly reporting on important matters so he knew what was going on in the business.

And on a personal level, the client was able to leave work at home instead of always discussing work with his wife at the dinner table.

What does this mean for your business?

Do you ever feel like you can never step away from your business without it falling apart? When you decide to work with us, we can set up systems for your business so you have fewer things to worry about.

And you might even get to spend more time with your family!

Go ahead and give us a call to see how we can make this happen for you and your business.