Profitable Business Through Better Bookkeeping
Every business needs a good bookkeeper but not every bookkeeper is focused on profitability.
Let’s work together to save you money today:
Schedule your free call.
Learn how we help you identify profit leaks using good bookkeeping, simple systems, and a customized approach to your business.
Use the money we save together on the things that really matter to you and your company.
Services
Profitability Consulting
Employee Retention Credit (ERC) Advising
Strategic Financial Controller
Mergers & Acquisitions Advising
My business gave me purpose, now I want to help you with yours.
While working at an accounting firm, I discovered that my company only had five major clients. They could be in a bad situation if they lost even one. I found new, innovative ways to recruit new clients. I became fascinated with how to make our company work better by implementing simple systems that increased our bottom line. Eventually, I also became a profitability coach and began applying those skills at my job.
When my employer offered me a partnership in their company, I surprised myself by saying no. I realized that I wanted to share what I’d learned with other entrepreneurs and businesses. I wanted to help them the way I'd helped the company I’d worked for. It felt like a big risk, but my husband and I started our own business because I knew that this was something that I was supposed to do. I’ve been helping business owners for over twenty years.
“Cindy restructured our administrative team, set more efficient processes in place, and created an enjoyable work culture for all. She found and corrected profit leaks and wasteful spending. She saved us tens of thousands of dollars. Cindy filed our PPP2 and received full forgiveness. She was also able to prove our qualification for ERC and hundreds of thousands of dollars we didn’t know we were entitled to receive. She is exceptionally well versed on new policies, programs, and procedures. There is nothing that has been asked of Cindy where she has not exceeded expectations. "
— -Richard Saldivar, TERIS Founder
Client Stories
Growing the Green
Our Agriculture client came to us needing support to prove that their business qualified for ERC. They didn’t qualify based on the revenue reduction, like most small businesses. Instead, they qualified based on state closures and limits due to Covid. Our client owed the IRS money but we were able to prove that our client was limited by closures from the government during pivotal points of the year which affected their overall revenue. Ultimately, we were able to help them qualify for the ERC and recoup over $90,000.
Our Certifications
Certified Bookkeeper