Can you tell us what type of business you run and how long you've been operating this business?

I own an Accounting Business. I have been in business for a year but I have 5 years of experience which I constantly gain through my daily employer.

I chose to use COVID as an opportunity to move from California to New York while completing my Bachelors degree and moved to a temporary remote position at my “regular” job. Once I obtained a BS in Business with a concentration in Accounting, I had a lot of free-time on my hands. I mapped out my different skills and tried to figure out the things in my every-day life that I enjoyed that I could monetize. 

Ultimately, I realized I loved going to work everyday as a Finance Administrator/Manager and that was the main reason I decided to start The Accounting Therapist. I wanted to continue to do something I love without any limitations! 

Being an Accounting enthusiast is what got me started, however, what keeps me going is my future and the business success that I will have. I hope to scale largely which will give me the chance to give back to my community through contracting Accounting college students to my client network to give them the necessary work experience they need before graduating college.

My first challenge was simply getting started. I was worried that nobody was going to support me or that others were going to think my idea (and ultimately passion for something) was stupid. I overcame this by closing my eyes and pressing “send” on Instagram to make my first post and wished for the best! 

I also have started surrounding myself around others who work in similar fields and asked them about their experience and things they wish they'd known. This has been a useful method for me because it has helped me start building relationships and exchanging valuable information and resources.

I have committed myself to partner with small businesses owners to efficiently manage their monthly Accounting and Bookkeeping responsibilities by providing clear, valuable, and timely financial information to aid owners make everyday business decisions. This includes, but not limited to:

• 
  Capture and properly classify all transactions for bank and credit card accounts
• Reconcile all accounts
• Enter Paychex payroll into QuickBooks
• Create customized monthly reporting package to include: Profit & Loss, Balance Sheet, Statement of Cash Flows, and management reports containing KPIs
• Monthly Zoom session
• Integration of apps to streamline accounting workflows
• Assist in creation of budgets and analyze variances
• Prepare, file, and send 1099s to contractors at year-end 
• Quarterly budget department review and reforecasting

Have 3-4 bank accounts minimum and give every dollar a job!! Also, don’t be afraid to reach out to people who are in the financial position you want to be in. Additionally, attend free webinars and coaching calls with a pen and paper in hand to take notes on things that apply to you.

Here at GoalSetters, we like to say " A Goal Without A Plan is Just A Wish", what's your advice on the best way that people can go about accomplishing the goals that they set?



In closing, for those that may require your services or may need mentorship, how can they connect with you?