Success starts when you take charge of your books.

Bookkeeping

Success starts when you take charge of your books.

From our owner.....

Business owners all face similar issues when it comes to managing their accounting and financial requirements in their day to day operations in business, but even though they face similar challenges, every business is entirely unique because of this one thing.

People.

Every business owner is a unique individual in their goals they want to achieve, how they work with clients, how they manage their teams, how they offer their services.

Therefore, every business owner deserves a unique and tailored approach and service for their accounting system and how they can utilize it to deliver exactly what they require to measure the financial health of their business and make sound decisions from the seat of the CEO.

They are there to drive and steer that ship.

However, many business owners struggle with what I like to call the “cookie cutter approach”. This means that they may have accounting systems and service providers already in place OR they may even be doing it themselves AND simply are stuck in a “one size fits all” approach and it leaves them experiencing the following…..

  • Being made to “fit” into a package or service from an accountant that doesn’t really provide the outcome they need

  • Having no visibility over the numbers of the business and if their business is healthy and profitable

  • Because they are using Quickbooks Online they think that the software does all the work

  • And if they do have financial reports, they do not understand what the numbers really mean and how those numbers can be used as a vehicle for growth

So how do I know all of this?

Well, I have worked with CPA Firms and small to mid-sized businesses throughout my career. My clients all have experienced this feeling of having to fit into the cookie cutter offering of other accounting firms, and I’ve recognized that each business has its own set up unique needs; what works for one company does not work for all.

You are NOT just a number - you are a unique business owner and individual who deserves the best service and support for the accounting needs of your company. You need an accounting partner who will provide the same level of service that you deliver to your clients. You need to understand how your business is performing and develop solutions that ensure your company’s growth and prosperity for many years to come. You need an accounting solution that will cater to the specific needs of your company and its direction for future growth.

To learn more about how Olive Tree Growth Partners can help you with our tailored & systematic bookkeeping and advisory solutions where you will be cared for like family, and you will receive the financial insight necessary to manage your business, please contact us to schedule a one-on-one appointment to speak directly with me.

I look forward to helping you grow and prosper,

Shelly Phillips, Founder

Schedule an appointment with us today for more information.

Our Bookkeeping Services

We provide full-service bookkeeping solutions including:

Bookkeeping Set-Up

Set up Chart of Accounts tailored to your industry, setup/import of Vendors and Customers, connect bank accounts to the accounting software and other apps

Bookkeeping Clean-Up/Catchup

Clean up of your books, make adjusting entries, catchup of months that have been neglected and establish process for avoiding future errors

Monthly Bookkeeping

Ongoing monthly bookkeeping services that are done-for-you. Our process includes the following: collection of needed source documents, record & categorize all transactions, data review, follow up with any transaction questions, reconcile accounts, financial statement review, perform monthly close of books, prepare financials statements and present to business owner for review & discussion

Plus these Add-Ons