Bookkeeping At Ease

Every month a client gets an overview of the business's finances and, alongside the written report, a video made for them explaining it. Bookkeeping at Ease has been working with Ramona business owners since 1996, started by people who came out of corporate finance and wanted to help owners understand their own numbers; they put client retention at 80% of clients held for more than fifteen years. Sarah Hine is the person clients deal with, handling bookkeeping and payroll on an ongoing basis. She is certified in QuickBooks Pro and holds a degree in accounting, and the work runs on QuickBooks alongside Quicken, T-Sheets and Hubdoc. Cash flow projections, preparation for a bank financing request, internal control reviews, and tax and financial planning sit beside the day-to-day books. The firm is insured, documents arrive through a secure upload page and a client portal, and an initial consultation is free.