Books in Harmony started from a desire for change. As Serah, the founder was out on bookkeeping clean up jobs, she noticed previous bookkeepers had a lack of understanding of general accounting procedures. There was a void in the industry for caring, compassionate, and accurate bookkeepers. She then decided to fill the void by branching out on her own. Books in Harmony became a reality.
Our role is to work with business owners to keep them on financial track. There is an emotional tie to money, and financial wellness helps us all feel whole. Together, we can create a streamlined system to track business goals and finances. How behind are you or someone you know with your record keeping? Not only are we your bookkeeper, we are your business organizer, leaving you more time for your personal goals.
We have a paperless office and receive all files through email, ShareFile, Hubdoc, Dropbox or Receipt Bank. Ask us about managing your accounting email as well.
To get started, we schedule a client call where we analyze your bookkeeping needs to be sure we are a good fit. From there, an engagement letter is sent out and returned and pre-payment is received. After these steps are complete, we schedule an intake meeting. In this meeting we plan the frequency of how often you need to see your financial numbers and reports. For some clients, monthly record keeping is ideal. For others, they need to see it more often.
As a Certified QuickBooks ProAdvisor, Serah had been independently managing clients bookkeeping for CPA's for years. As the founder of Books in Harmony, she works with clients to systemize their bookkeeping and provide clarity on their profitability.
Cassie is the force behind our streamlined workflow. She is our client liaison, who checks in on missing information, verifies integrations are working properly, organizes workflow, and creates all of the client forms for ease of use.
Erin is our newest addition to the team. She comes to us with a Bachelor's Degree in Accounting. Erin works with clients to ensure all their financials are up-to-date on a monthly basis.
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