Keeping Things in Check

Hi Friends!!

I wanted to take a minute to tell you about my time in the accounting world (keep reading this isn’t as boring as it sounds!!!). I have seen people and their businesses end up in some pretty wild situations. You name it and I’ve seen it.  And, some of those situations (and people) are much harder to deal with than others.

While it’s hard to see clients in rough financial situations, it’s incredibly satisfying to help them dig out of the nasty hole they’re in and get them back into a mode where they’re thriving.

Recently I worked with a client who had gone almost the entire year without even touching the books of their business.  This wasn’t the first time they had ended up in this situation and is so common its not even one of the wilder situations! They’ve been there before. Every year they promise they will be better the next year, but life and business gets in the way and the bookkeeping takes a backseat to everything else.

Luckily, despite being behind on the actual bookkeeping, this client had kept track of enough records that we were able to catch them up and get them on track for the rest of the year. Huge relief (for both them and me).

Some of my favorite stories at my bookkeeping firm are when I can help our clients save money, or even earn money back. We work on lots of different things from daily bookkeeping to tax returns for clients.  In one case that always makes me giddy was a case of mistaken sales.  Our client had been accounting for gift cards as sales when sold – not realizing when the gift cards were redeemed they were coming across as sales again, duplicating their revenue numbers.  By the time they came to us and we discovered the issue – we were able to help the client amend several years of returns resulting in over $150,000 in CASH refunds from the IRS.  Girlfriend, if you are the client I helped do this – I will take this one to the bank and forever tell the story!!  We couldn’t have been more thrilled to discover this and assist (my wonderful partner Andrea and I, along with the rest of our employees make a killer team – there is no “I” in team at our firm!).

Having that extra $150,000 to invest back into their business would help them immensely to grow and thrive even more than they had been before. These are the stories I love and the reason I love what I do.

Fast forward to the reason I decided to create Align Business Development. I believe that setting up your business with good bookkeeping keeps the core of your business strong. If you start with a strong core, it makes it that much easier to make sure the rest of the business stays strong and thrives.

Sure, you might not be an expert accountant. You don’t need to be with my courses.  If I can help clients start their books on the right foot, they’ll be more set up for success and be able to confidently do what they do best, regardless of the industry their business is a part of.

If you have any questions, my door is always open. Send me a message and I’ll see what we can do to keep your business vital and thriving!