Bloom Bookkeeping Services
About
We provide an elevated customer experience. We do more than bookkeeping, we provide an in-depth look at your revenue, spending and profitability. We make sure we get to know you and your business so that we can provide specific advice for growing your business. In other words, we help your budding business to Bloom!
I'm a self-proclaimed numbers and spreadsheets geek.
I love taking a bunch of numbers and making them meaningful to a client.
It makes me happy when my clients finally feel the relief of knowing where their business dtands from a financial perspective.
I enjoy showing clients how good it feels to look at their financials proactively instead of taking a box of receipts to their CPA at tax time.
I enjoy helping business owners realize their dream of owning a thriving business.
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Frequently asked questions
What is your typical process for working with a new customer?
Consultation
Proposal
Engagement Letter Acceptance
Payment
We're off to grow your business!
What education and/or training do you have that relates to your work?
I have a MS/MBA in Accountiing from The University of Dallas
I have 15+ years in corporate finance and accounting
Do you have a standard pricing system for your services? If so, please share the details here.
No. Each business is unique so I price each business based on their unique needs.
What advice would you give a customer looking to hire a pro in your area of expertise?
As with most things in life, you get what you pay for. Good bookkeepers aren't cheap and cheap bookkeepers aren't good.
What questions should customers think through before talking to pros about their needs?
Most bookkeepers can break down their packages. What services are you looking for? Just standard bank reconciliations and transaction coding? Or more advanced services such as payroll, accounts payable, budgeting, benchmarking, etc.