Bookkeeping Services
Focus On Your Bottom Line, Not Your Bookkeeping
Running a business is challenging. There’s never enough time in the day to accomplish what you need to get done, let alone what you want to get done. Bookkeeping is often a task that’s put off until the very last minute.
Unfortunately, the longer you wait to manage your books, the bigger mess you’re confronted with when you finally get around to it. Still, hiring a CPA to manage your books is expensive. In an effort to avoid that, you might have a spouse or family member do the books. Sometimes this works out. Other times, it ends badly.
There is a solution. With Bodhi’s bookkeeping services, you’ll…
- Eliminate cash flow mistakes and skyrocket profitability
- Find hidden costs killing your bottom line
- Get your books in order ASAP, even if you haven’t saved a single receipt
- Slash cash flow errors and finally understand where your money goes each month
- Master the art of bidding so you never underprice a job again
- Gain confidence knowing you can make payroll and take a paycheck on a weekly basis
- Steal away time to spend with your family, all while knowing your books are handled!
You Run Your Business. We’ll Handle the Bookkeeping
Ready to get your books under control, without having to spend hours figuring out where your receipts are, who owes you money, and if you made a costly cash flow mistake? Imagine being able to think about your books without instantly feeling a sense of dread!
Organize, systemize, and launch your business into sustained profitability and cash flow with bookkeeping services including…
- Invoicing & collections (Accounts payable)
- Bills and payments (Accounts receivable invoicing and statements)
- Payroll processing (employees/owner)
- Bank account, credit card, and online payment reconciliations
- Financial reporting & forecasting
- Cloud accounting software
- Time tracking & job costing
- And more!
Ready to steal precious time back and make sound financial, and operational decisions based on real-time business data?
Why you should always get a second opinion, especially when it comes to your business
When Janet, the owner of a software business, came to us, she was in distress. Her longtime financial advisor had just given her the solution to her cash flow problems – cut one of her two sales reps. He was so confident that this would solve her problems, he told her if she didn’t take this step she’d be forced to close her doors by year-end.
Why you should always get a second opinion, especially when it comes to your business
When Janet, the owner of a software business, came to us, she was in distress. Her longtime financial advisor had just given her the solution to her cash flow problems – cut one of her two sales reps. He was so confident that this would solve her problems, he told her if she didn’t take this step she’d be forced to close her doors by year-end.
Janet was painfully aware that she needed to do something – fast. What she wasn’t so sure about was whether cutting a sales rep was the best way to turn her business around.
The best way for us to help Janet was by going through the Bodhi Baseline. This gave us the opportunity to understand all the factors that were impacting her cash flow and causing her to struggle.
This audit revealed hidden issues, including:
- Missing processes around core business functions and an enormous amount of time and money wasted on reinventing the wheel
- The devastating impact past-due clients and failed collection attempts had on cash flow
- The real answer to Janet’s cash flow problem… Hint: the financial advisor didn’t see the entire picture
Finally, Janet can breathe again. She’s developing and documenting repeatable processes for sales, cash, and collection. She has a financial and cash flow forecast and consistent cash flow monitoring to ensure she’s never in trouble.​​​​​​​
“A few years into building my business, I found myself on the verge of burnout. I reached out to Bodhi Business Advisors for a sustainable pathway forward. Lisa helped me see a number of revenue streams I had not considered, tasks I could outsource, what needed to be systematized, and what to focus on first. It was a total game changer!”- Patsy, And Celebrate, LLC