Find your financial peace of mind
✓ Regain Control
✓ Stress Less
✓ Profit More
Bookkeeping shouldn’t be a burden.
You have worked hard to build a business you love. The last thing you want to do is let accounting tasks take away from the important work of serving your clients.
3 Paths to a Successful Business
Extraordinary Bookkeeping
You've got a business to run. We provide timely, accurate accounting so you can spend less time stressing and more time doing what you do best.
Profit First Coaching
You deserve to keep more of your money. Using the proven Profit First method, we help you plan for the future and keep more cash in your pocket.
Growth Coaching
Your business extends beyond your books. We’ll give you the insights, advice and support you need to to confidently make financial decisions.
We want your business to grow too
Running a business has its challenges and rewards.
For the last 20 years, our team has been helping business owners meet their financial goals and manifest their dreams.
“Hiring Beyond Your Books has been one of the best decisions I’ve made for my business! I only wish I had done it sooner!
I have been able to pay myself more, put money aside for taxes, payroll and inventory, and even have some money in my profit account. It took me a while to trust the system, but it truly does work!”
“Since I began working with Beyond Your Books, our gross profit has nearly doubled, thanks in part to the excellent financial care they’ve taken of my business. They’ve gotten me onto the Profit First system, helped me manage and resolve some crushing debt, interacted seamlessly with our CPA and vendors, helped us streamline our accounting processes with the most up-to-date software, helped us transition to a virtual company with nationally distributed work force and celebrated our wins and profitability. They’re pleasant, professional and easy to work with and I must say, my weekly on-line meetings with Sue and Kimberly are one of the highlights of my week. They are an essential part of Team Great Voice. I wouldn’t trade them for the world!”
“I am delighted with the services we’ve received from Beyond Your Books for the last 2.5 years. Karen has become our quasi-CFO, our bookkeeper is a great member of our team, and Rich is always available for advice. We are now kicking off Profit First with them. I totally recommend Beyond Your Books — great people, great skills!”
“Their expertise in accounting and coaching has been invaluable in helping us grow our business, feel confident and organized in our accounting, and make the best choices for sustainable growth.
What sets Beyond Your Books apart is their holistic accounting style. They don’t just crunch numbers but take a comprehensive approach to understanding our business and helping us make informed decisions. Their coaching and education have been incredibly helpful in guiding us through the complexities of bookkeeping and financial planning.”
Peace Starts Here
1
Schedule a discovery call
In a 60-minute call, we’ll get to know your needs, challenges and goals. You’ll leave with some advice that will you overcome obstacles and meet your goals.
2
Get a plan
Receive a custom plan to get started. We’ll determine the best way we can serve you and your business to help you achieve your goals.
3
Enjoy the transformation
Our clients consistently report that after just four weeks, they can see a tangible difference in their business. Our programs are designed to get you perfect books and what you need to maintain them.
We go beyond your books
The “Butterfly Effect” teaches us that small influences can have huge impacts.
In the same way, we believe that your bookkeeping — and your business — has the potential to bring a wonderfully positive effect on our world.
There’s a better way.
Bookkeeping is a burden to most business owners, distracting them from serving their clients and leaving them stressed about money. At Beyond Your Books, we help you create a profitable business and achieve your dreams.
We understand the tension between serving your clients and keeping up with the administrative work. Using Profit First, we support business owners so they can keep doing what they're great at. We view our work as a fulfillment of our true calling and delight in the ripple effect of the work we do: helping businesses become more profitable and therefore helping their employees and their families live the lives of their dreams.
