Owner
CurrentI have owned Booking It for over five years now, and have helped other business owners organize, grow, and even sell their businesses.My favorite success story is my client Lakewood Construction. Jack, the founder, came to me while working full-time at another construction company. He wanted to start his own construction company and envisioned moving from small touch-up jobs to constructing luxury homes. However, he had no idea where to start and had no prior business experience. Three years later, Lakewood is now thriving with over ten employees and only bids on projects in one of its area’s most exclusive country club communities.Over those three years, we encountered and conquered almost every accounting challenge imaginable like having to:* Create a system to efficiently record the billable status, job, category, payment method, etc. for every month’s 200+ transactions.* Transition from time & material invoicing to fixed-price invoicing.* Create a quick, detailed, and accurate estimate process to ensure profitability and set budgets.* Implement a Profit First cash flow management approach to ensure each job's estimated profits could be disbursed without fear of taking from customer deposits and tax withholdings.* Handle large volumes of change orders from multiple jobs at once.* Efficiently go from tracking time for two employees to twelve. Using a proven methodology that adheres to generally accepted accounting principles (GAAP), we can help manage your:~ Job budgeting, estimates, and change order adjustments~ Invoicing ~ Bill payments~ Reconciliation of bank, debt, and vendor statements~ Documentation, transaction records, and day-to-day accounting operations~ Payroll~ Financial statement analysisNever again will you need to worry about the accuracy of your company’s financial/tax reporting. The only time you focus on your businesses’ finances is for making strategic business decisions; not for addressing compliance requirements.
