LovinLife.ceo
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Bookkeeping IS the KEY to managing a successfule business

 We’re ready to elevate your business by providing additional bookkeeping with tailored financial support, including tools from Profit First to meet your financial  goals. 

  • Includes Everything in Basic Bookkeeping
  • Cash Transactions Tracking (receipts required)
  • Advanced Financial Tracking (Class, Location, Tag, etc.)
  • Accounts Payable Management (Bill Pay Processing)
  • Revenue Processing
  • Posting Payroll to your GL with Reports from your Payroll Processor
  • 1099 & 1096 Reporting & Reconciling
  • Monthly 15-minute check-in to review finances and answer questions.
  • Annual Profit First assessment with a roll-out plan for your TAPs for the next year
  • Quarterly 30-minute check-in to review Profit First results and distributions and to update goals for the next quarter

I'M READY TO GET STARTED

 You take care of your customers, we'll take care of your books.

  • QuickBooks Online aka QBO Subscription - (if needed - additional charge at a discounted rate)
  • Liscio Client Collaborator and secure file storage
  • Paperless Receipt Processing & Audit Trail Platform
  • Input of Sales & Expenses (provided from documentation & bank feed)
  • Bank, Credit Card, and Balance Sheet Reconciliations
  • Financial Reports tailored to you fit your needs
  • Calculation of your Target Allocations Percentages (TAPs) based on Profit First guidelines
  • Quarterly 30-minute check-in to review finances and answer your questions.
  • Liaison with your CPA -  
    li·ai·son/ˈlēəˌzän,lēˈāˌzän/noun

  1. communication or cooperation which facilitates a close working relationship between people or organizations.

  • 1099 Support

I'm ready to get started

 Are you just getting started? Worried about another expense while you're getting up and running? 


We believe it is important to have an understanding of "the books" and what it takes to produce valid Financial Statements AND we also understand what it's like when you're not quite ready to hire a bookkeeper.


Check out BBA Bookkeeping's Hitting the Books DIY training program.

Find out more

Our role is to be a steward of the assets of the business, of the people, and decisions and transactional flow that occurs inside that business.


Geni Whitehouse, CPA. CITP, CSPM

All content and resources related to Profit First are used with permission of Profit First Professionals.

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