Once your business has launched, the next phase is to understand the day-to-day "business" that supports your vision. I extend my experience as an auditor for over 30 years, a nonprofit faith-based leader for over twenty years, and a coach for five years to solopreneurs and micropreneurs (entrepreneurs with 5 or less employees) to educate them in this area. As a coach, I am here to help you to launch your dream but I am also here to help you sustain it. Windom Davis Personal Business Solutions works with you to design a simple bookkeeping system to capture the data behind the vision, one that you can maintain yourself. Maintaining books and record keeping will help you to make informed decisions so your small business will grow.
Bookkeeping is ‘storytelling’. The books and records give you an understanding of what you have earned and how much it cost to do it. A simple bookkeeping system is invaluable. When you consistently maintain the correct cash flow data, you will make informed decisions that will help your business thrive.
Let me and my team help you get started. We focus our expertise on assisting solopreneurs, faithpreneurs, and micropreneurs ( entrepreneurs with five employees or less) using spreadsheets, bookkeeping & banking software's. When you are doing most of the work yourself or with a small team, recordkeeping and bookkeeping often fall through the cracks. Our goal is to design a system that you can maintain yourself, one that is easy and makes sense. As your business grows, you will need more advanced assistance but you will always know the core finances of your business. (Note: We primarily ‘consult-only’ with small business entrepreneurs with more than five employees. This is regardless of entity type: sole proprietor, corporation, s-corp, or partnership.)
If something were to happen to you, who could access your online systems to pay bills, know what bills needed to be paid, how to make deposits, or make sure your required filings were completed? We help individuals & business owners, with emphasis on seniors, to organize and document their personal business activities. We help you gather and compile the important information needed for someone to step in on your behalf. We create templates and design the simple recording systems to make an easy transition.
We learn your business, you learn how to maintain good books and record keeping. The result are books that tell you the story of your daily endeavors and if you are meeting your goals.
Disclaimer: This site does not provide tax advice or tax preparation. There is no Accountant-client relationship. Any personal business solutions provided are for educational purposes only and should not be construed as consultant advice.