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Bookkeeping doesn’t have to be hard.

I’m here to help!

 

Your Savvy Xero, Quickbooks & Wave Bookkeeper

My job as your bookkeeper or executive assistant is to make your business life easier.  With over 25-years of experience running small business bookkeeping and providing online sales and marketing support, I provide your business the assurance that the work will be done right.  My style is conversational, I like to let you know what’s going on without sounding all “techy.”

Goal Setting

Work with Dana to create goals by knowing your real numbers.

Build A Team

By knowing exactly where you stand, you can properly build a team, and community!

Less Stress

Numbers can be stressful sometimes. By having Dana handle your books for you, you can cut that part of your business out!

Advice

Wondering what you can afford next month? Or if you can increase your pay? Dana can look through your numbers and give you the advice you need to succeed.

Commonly Asked Questions

I get it! Hiring a bookkeeper can seem like a daunting task, and you want to be sure whoever you hire is the best fit.

Here are answers to some of the most common questions I receive about my services. 

Can Beachfront Bookkeeper do my taxes?

While BFB doesn’t do tax prep internally, we do work with some exceptional CPA partners –  and can arrange for your taxes to be done for you at a great price (and we can definitely be sure your books are in-line with our CPA partners’ standards). 

If you prefer to use your own CPA, we will ensure your books are accurately updated throughout the year so they’re ready to be passed on to your tax preparer. 

Do I need a bookkeeper if I have an accountant? What’s the difference between the two?

Contrary to popular belief, accountants and bookkeepers perform distinctly different tasks for the businesses they serve. Bookkeepers are responsible for on-going maintenance of their clients’ general ledgers. A bookkeeper’s common responsibilities consist of:

  • Compiling data on a daily basis
  • Categorizing expenses in the general ledger
  • Reviewing the general ledger for accuracy
  • Reconciling bank statements against the general ledger
  • Generating financial statements

Accountants use the accurate and up-to-date general ledger maintained by the bookkeeper to provide advisory services, such as:

  • Analyzing the company’s financial data
  • Preparing income tax returns
  • Providing tax planning advice
Which accounting software do you work with?

QuickBooks Online, Xero, and Wave

What other financial services does BFB provide?

BFB provides the following services:

Accounts receivable 

Accounts payable

Accounting software setup

Bank and account reconciliation

Cash flow management

Current account diagnosis

Expense classification

Monthly financial reporting

Payroll services

Tax preparation and planning

What types of businesses does BFB serve?

BFB serves small and medium-sized businesses of all kinds but specializes in:

Online Businesses – Virtual Assistants, Coaching, Course Providers
E-commerce Businesses – eBay, Amazon, WooCommerce, Shopify, and more!
Delivery/Service-Based Businesses – Repair shops, shipping and delivery
Day-Care Businesses

Shouldn’t my bookkeeper be local?

Businesses no longer need to work with a local bookkeeper. The internet and cloud technology makes it easy for bookkeepers to securely access their clients’ books anytime, anywhere. Business owners can now select a bookkeeper who truly understands their industry and operations, instead of hiring the local, community bookkeeper by default.

BFB bookkeepers serve all U.S time zones and are easily accessible.

Do I need to clean up my books before I hand them over to BFB?

No, please don’t!  This is an unnecessary step for you.  We will price your service based on what we are given and we are here to remove the stress from you!

Do you do payroll?

Yes!  We work with you to find the best options for your payroll needs.  We currently work with ADP, Gusto, and Quickbooks Online Payroll Services.

How much will your service cost?

Each business is individual so we don’t offer set pricing.  Please request a quote and let’s see what will work within your budget.

Hello! I’m Dana. I’ve Been Working Online for Over 20 Years

I am a self-proclaimed geek and have been since the 1980’s when I had my first computer (and Atari 1200XL with a tape player and even a color monitor!).  Learning is something I enjoy and thrive in the challenge.  I am always looking at way at making myself and my clients’ just a little bit better.

Testimonials

Dana was super easy to work with and super friendly. Couldn’t have done anything better 🙂

-UpWork Client

“I came to Dana in desperate need of a bookkeeper after not so great experiences in the past, and within 24 hours, she had my books cleaned up. She is an absolute pleasure to work with, and I’m so glad I can say she’s a part of my team!”

-US Client

“Excellent working with Dana. Very thorough and accurate.”

– US Client

Let Dana take it from here, and get the stress of bookkeeping off your shoulders.

Don’t Wait Any Longer. Hire Your Dedicated Bookkeeper Today!