I dig into numbers, so you don’t have to.
I’m a licensed CPA, bookkeeper, fellow entrepreneur, wife, & momma of two little boys. When I’m not looking at spreadsheets – you can find me playing with my kiddos, enjoying my second cup of coffee or glass of Trader Joe’s cabernet, or working out.
I received my Bachelor’s from Western Kentucky University (Go Tops!) and have worked in public accounting (audit), small, and large businesses before starting Bloom Accounting Co. With experience in various industries including start-up, tech, construction, manufacturing, non-profit, and small business – I love to help entrepreneurs succeed.
I initially left my public accounting career to start Bloom Accounting Co. so I could spend more time with my kiddos and have more flexibility, while still providing for my family. Along the way, I ended up working as Director of Operations for a great tech company. At night, I’m passionate about helping others achieve their dreams – while being their partner, numbers gal, and cheerleader. I can’t wait to hear about your business!
Bloom Accounting Co., offers bookkeeping and accounting services for small businesses. Through these services, I personally help you, the entrepreneur, succeed in a side of your business that you may not feel confident in. While you focus on growing your businesses, I keep things running smoothly from the inside out. My goal is to be your partner. Through this partnership, I will educate you with a financial understanding of your business leading to intelligent decisions.
Below are examples of packages provided, however, I understand no two businesses are alike! Lets chat so we can customize a package to meet your business’ needs.
– Be organized. Automatic bank feeds and electronic receipt storage
– Be tax-time ready. Transactions are imported, coded, and reconciled monthly.
– Be empowered. Customized financial reports are provided along with a monthly review.
Starting at $325/month
Starting at $475/month
Sprout package plus:
Starting at $725/month
Bloom package plus:
You want to be confident with your financials
You want to increase profits by making smarter decisions along the way
You want to reduce stress & maximize your time savings
First and foremost, I want to hear about YOU! What are your goals (personal and professional), what are you looking for in a financial partner, and how can I help YOU succeed? This chat is simply over a phone call or video conference.
After our initial phone call, I will review your current financials to understand how we can best work together.
Once you are on-boarded, you can breathe! No more catching up on your books at night or on the weekends, I’ve got you covered!
Paperless means more efficient. When you make purchases throughout the month, you will send them electronically so they are classified appropriately. No more keeping up with paper receipts! We stay in contact throughout the month as needed. At the end of each month, you will receive reports to review your company’s performance.
Together, we will analyze month-end reports and I can assist with strategizing on how to help you become more profitable!
At this time, I do not provide tax filing services. However, as a CPA, I do have tax knowledge to help guide you along the way to make smart tax moves and make sure you’re in the hands of a trustworthy tax preparer. I will also work closely with your tax preparer in case they have any questions.
There is no required time commitment, and the monthly bookkeeping contracts are all month-to-month. I do ask for a 30-day notice if you ever no longer wish to continue services.