Brady Accounting Solutions, LLC
About
The first step is to get your books organized. I will review your QuickBooks setup, or get you setup, so that it helps you instead of hinders you. When things are organized your stress levels are lower because you know where things are and can find them without having to go on a search.
Once we get your books organized, we move on to getting the paperwork organized. There are so many great technology tools we can use to create efficiency in getting information like receipts, invoices, bills, and legal documents organized. There are apps that let you take a picture of a receipt with your phone and create the expense in your QuickBooks file; that is organized and efficient!
After we have the books and paperwork under control, I can then work "with" you to help you understand your financial statements and how you can make changes as needed to be more profitable.
I have always been a numbers person so I really just love the practice of accounting. I enjoy all of it from bookkeeping to reconcilements to financial reports and budgeting. I worked as an accountant for several different companies for over 19 years, holding positions from senior accountant to controller. I also did some time as an auditor for a regional CPA firm. Then I realized I could help more small businesses if I had my own business, so Brady Accounting Solutions was born in 2019.
I am a CPA and QBO Advanced Pro Advisor. I have experience in QuickBooks Desktop, TSheets, and Hubdoc as well. I offer monthly bookkeeping services, historical clean up of books, and other accounting services like assisted payroll, accounts payable, and accounts receivable. Accounting is like a puzzle. When the pieces fit together correctly the financial picture is more clear. Let's work together to get your books organized and your stress levels reduced!
Reviews
Gina S.
Frequently asked questions
What is your typical process for working with a new customer?
Step 1. We have a quick call to discuss your business needs and determine if we would be a good fit to work together. This way we do not waste each other's time if we just don't jive.
Step 2. I prepare a proposal of services which includes a summary of your needs based on our call, my recommendations, and a breakdown of your investment. You review and sign the proposal accepting proposed services and investment.
Step 3. I prepare an engagement letter that becomes the final contract between us and you make the first payment for services.
Step 4: I setup an onboarding call where we discuss the overall process and documents I need to get your books setup, updated, and reconciled.
Step 5. You upload all required documents to SmartVault (a secure shared drive program) or QBO, depending on situation.
Step 6. I provide services to get your bookkeeping up to date within 30 days of onboarding call.
Step 7. We have a monthly call, typically an hour, to discuss your first set of financial statements.
What education and/or training do you have that relates to your work?
I am sort of a nerd and have three college degrees. I love learning! I have a Bachelor's in Food and Resource Economics and a Master of Agribusiness from the University of Florida. I also have a Bachelor's in Accounting from Florida Atlantic University. Furthermore, I have taken an extensive bookkeeping course and am a QuickBooks Online Advanced Pro Advisor.
In addition to my prior education, my CPA license requires 80 hours of CPE every two years, which keeps me up to date on the latest accounting rules.
Do you have a standard pricing system for your services? If so, please share the details here.
I offer an hourly rate for cleanup services and a monthly rate for ongoing bookkeeping services. The monthly rate assists business owners in planning cashflow needs and is determined based on the services you need for your business.
How did you get started in this business?
I had worked for over 19 years in industry as an accountant for other businesses. While I enjoyed the work, I wanted to be able to help more small businesses be more profitable.
What types of customers have you worked with?
I have worked with construction industry professionals, e-commerce online sellers, retail store owners, and non profits.
I grew up on a ranch and worked for Farm Credit for many years so I have knowledge of agriculture as well.
With all that said, I enjoy working with small businesses and would love to talk about how I can help!
What advice would you give a customer looking to hire a pro in your area of expertise?
The advice I would give a client looking to hire a pro is to research the background of the pro. What education and experience do they have in your industry? Can they talk your industry language?
What questions should customers think through before talking to pros about their needs?
What are the biggest pain points and needs for your business? What is your monthly budget for investing in a professional to help you with your books?