Last week I wrote about the team I learned to create during my training at AssistU. My accountant, attorney, insurance agent, IT specialist, and business coach are at the core of my team. This week I would like to say thanks to my accountants, tax attorneys, and bookkeeping team, The Accounting Office right here in Northville, Michigan.
The team starts by handling all of my bookkeeping. I send my own invoices and manage payment from my clients, but literally the team does the rest. I get a monthly packet from them with accurate financial statements that go beyond a balance sheet and income statement. I get a view of my cash flow, break-even point, expenses (and what I can do to improve things) and get to see it in charts and graphs, which is important to a visual person like me!
Could I do all of this myself? Maybe. Quickbooks makes a lot possible. But eeeewie! I hate this stuff. I mean, I need to know what is going on, but balancing my checkbook is about as close as I want to come to it. I enjoy doing other things so much more! Why would I spend my time (which would take me WAY longer than it takes them) and energy on work I don’t love if there is someone out there who loves to do it?
This is another way I keep my business humming along and myself happy. Again, it’s a wash… I pay someone to do work I don’t love. But, I get to do work I adore, build relationships I cherish with people I admire and respect, and who are changing lives out in the world, instead of dealing with my books and taxes. To me, that’s a pretty sweet deal!
The Accounting Office just reached out to me to schedule our June meeting. I go into the office and sit down with Linda, and go through things with her. She talks to me about tax planning, what changes I need to make now so that there are no surprises at year end, what I could be doing differently from a tax perspective, and how to make my money go farther. I don’t find out in January when my March return is being prepared, we meet in June and November to keep me on track.
We have established a relationship, built on trust, that I never imagined. I know I can reach out the the team and get an answer at any time to any question. The group has become a vital and valued part of my team. I know I am operating effectively and efficiently because of the insight they provide.
So, this week, a big thank you to the amazing team at The Accounting Office. Thank you for helping me be the best VA I can be, every day!
Who’s on your team? Are they strengthening your business and allowing you more time to do work you love? I would love to read your thoughts on this, please share them below.