Bookkeeping

Bookkeeping

The Moxie mission is to provide reliable full-charge bookkeeping so you can focus on your business. We take the time to understand your big-picture needs, to set up financial systems correctly from the start, leaving your bookkeeping better than we found it.Our goal is to improve your financial systems so profoundly, that you can’t imagine ever going back to your old way.

In large organizations, there are many roles involved in financial management – from junior accounting clerk to C-level staff. We’ve been around for over 10 years because we know how to scale this work for the small business, the start-up, and the folks that are afraid of numbers.

With our unique process and tools we keep you up to date and well informed on our work. We help you delegate, without abdicating control of your financial information. You can relax, knowing your financial information is current and correct.

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Consulting

Consulting

When bookkeeping is outsourced and it is up to the business owner to review and hope to understand financial reports, or risk having the books go to the CPA with errors. Make sure your company is running to its full potential with our consulting services.

You can get training on how to most efficiently use your software, review your current set-up with an expert to make sure you are getting answers to the questions relevant to your business, and make sure your reports make sense.

If your business does not have a trusted advisor acting as your CFO, we can help. We have tools to analyze your business and ensure that your decisions are profitable ones. Nothing aids excellent financial systems like consistency of service.

By committing to monthly service, our Regular clients are guaranteed scheduling priority and discounted rates. We like to find ways for our relationship to pay for itself, through identifying cost reductions and/or opportunities for growth.

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Software

Software

Quickbooks

The PC desktop version of QuickBooks is still the gold standard for bookkeeping, and comes in both Pro and Premier versions, depending on features needed. Quickbooks does a little bit of everything, but is not recommended to replace a point-of-sale, customer database or inventory management solution. Intuit also offers a Mac version that I do not recommend, and an Online version that is starting to get some love. Not sure what version you need? Contact us for a free consultation.

wave-logoWave

Wave is a free online software that is like Quicken, in that it is designed for companies with simple needs and no plans for significant growth. What Wave has that others do not is the ability to track both business and personal expenses on separate “tabs” – perfect for those who have only one bank account for business and personal, or often mingle funds. Wave is not true “double entry” accounting software, so it is not a product that I love, but is often good enough for sole-proprietors and single-partner LLCs.

xero-logoXero

Created in New Zealand in 2004, Xero is the reason QB Online has upped their game. Xero is not a different version of QB, but a complete paradigm shift in small business bookkeeping, automating data entry and working with multiple add-ons to change the way we think about data entry and collaboration. If you want a cloud based solution with good scalability, I highly recommend Xero.

Outright, Kashoo, MoneyWorks, etc

It seems like nearly every day there is a new bookkeeping software available. If you have one that is working for you, stick with it until you feel the need to make a change. Each software has benefits and drawbacks – find the one that has the features you need (not just now, but for the next several years, as it can be painful to switch).

Mint, Lemon, etc

These products are designed for personal finance and I do not recommend them for small business.

Confused by all the choices? Contact us for a free consultation or to set up a Discovery Session to review your options or assess the system you have been working in.

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Coaching

Coaching

Are you focused on the long-term goals and strategies for your business or caught up in the day to day operations and putting out fires?
Are your employees productive and hard-working, even when you aren’t around?
Are you able to take time off or take home a reasonable salary?
Are you not sure what to do next, or know what to do but just aren’t doing it?

Coaching can help make your small business more productive and fun by streamlining and creating systems to increase profitability.

Click here to take our free assessment to see which level your business is at now and what strategies to implement to reach the next level

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