Go ahead, build an incredible business.

It’s a common pitfall. When launching a new business, the thinking goes, the best way is to do everything yourself.  To keep it simple. To save money. The common question at this stage is: how hard could it be?

In 15 years of helping clients set up their books, files, and back-end office systems, I can assure you that the question really is: how hard will it be a few years down the road, when you’re carrying your entire business around in your head?

A System In Time Saves Nine

I help owners of new businesses set up their bookkeeping, payroll and back-end office systems from the beginning. And once that’s done, I can also help you find and hire someone to faithfully keep your books and files on an ongoing basis.

Because you’ve already got a lot on your plate. And spinning your administrative wheels shouldn’t be on your “to-do” list.

Here are some highlighted services I offer new businesses:

  • Setting up accurate, effective record-keeping and filing systems – and creating parallel filing systems for what you keep on computer and files that must be kept hard copy (like signed contracts), so you spend less time searching for important files, and nothing gets lost.
  • Establishing your 5 main categories of files – and training you what you need to keep, legally and following best practices – plus calendaring when to archive your invoices and correspondence.
  • Essential workflow basics training – to help you confidently and competently handle your back-end office systems. I’ll train you over the course of eight 60-80 minute sessions, to make sure you get the essential information you need, along with enough time to “digest” it. I custom tailor training to help get you “up to speed” on:

First Light Venture, Files, Filing and Keeping Records
Files, Filing and Keeping Records.
First Light Venture specializes in helping business owners handle their bookkeeping, payroll, filing, workflow, and other back-end plans & protocols once, so that it’s accurate, straightforward, and effective, and ends up saving you time, money, and headache. Details

First Light Venture, Workflow and Master Time Management
Workflow and Master Time Management.
Whether you intend to retire or put more energy into another venture… whether your kids are already involved in the family business or aren’t going to be a part of the next generation of leadership… whether you have already begun to inventory your business, or are only beginning to explore the possibilities for your future…. Details

First Light Venture, Basic Record Keeping
Basic Record Keeping.
Whether you intend to retire or put more energy into another venture… whether your kids are already involved in the family business or aren’t going to be a part of the next generation of leadership… whether you have already begun to inventory your business, or are only beginning to explore the possibilities for your future…. Details

  • Friendly training in plain English about the basics of bookkeeping, so you understand enough to keep your own books, or are more savvy when it’s time to get…
  • Expert help outsourcing and hiring your administrative and routine office duties to a virtual assistant or in-person admin.

Plus, once everything’s ship-shape and set up, you’ll get:

  • A courtesy “check-in” with me to make sure you’ve got everything you need to keep things organized and working well.

… And, because I never leave a client hanging, you can also elect to have me check in on a monthly or quarterly basis, to reconcile your statements and make sure everything is flowing smoothly, and that you’re staying on track.

Ready to quit carrying your business around in your head? Schedule a complimentary strategy session.

Schedule Now

When your bookkeeping problem won’t solve itself…

Whether or not the IRS is already knocking on your door, most business owners who’ve put off facing their finances, books, and record-keeping already know it.

It’s a nagging, sinking feeling. It’s a little voice in your head that keeps telling you that you really should do something. Because you don’t know how much money is coming in, and how much is going out.

And on some level, you understand that if calamity hasn’t hit yet, it will. It’s only a matter of time.

The good news?

The Light at the End of the Tunnel

You can absolutely do something to change the track you’re on. Even if your taxes are long overdue. Even if you’re not sure how much is in the bank. Even if the only records you’ve been keeping are vinyls from your youth.

And while it’s not always easy, it will finally get done – and be a lot less painful – with help in your corner. And going forward, you’ll be back on track.

I offer businesses in need of troubleshooting:

1) A one-hour Discovery Consult to understand what’s gone wrong and where you are feeling the pinch.

2) Review of your books and records, plus analysis of what got you off-track, and what you need to do about it

3) Triage and recreating your books, as needed, plus a complete overhaul of your bookkeeping system, so that it works for you going forward (and that you never find yourself in this situation again).

4) Assistance finding, hiring, and orienting a qualified assistant to maintain your books on an ongoing basis, if you like. (Because once you get out of trouble, your income will go up enough to hire someone to help you run your business.)

5) After your books have been ironed out, you’ll get a courtesy “check-in” with me to make sure you’ve got everything you need to keep things organized and working well.

In most cases, troubleshooting and getting your books back on track takes 10 – 20 hours of my time. Imagine having this whole situation handled by someone who has straightened out bookkeeping troubles… that were even more tangled than yours. Can you say “relief”?

… Plus, you won’t be left hanging. Once your books are up and humming, you can elect to have me check in on a monthly or quarterly basis, to reconcile your statements and make sure everything is flowing smoothly, and that you’re staying on track.

Ready to have your bookkeeping woes straightened out? Schedule a complimentary strategy session.

Schedule Now

Bringing Business Success To Light

Bookkeeping Setup & Troubleshooting, and Transition Planning Services

Who We Are
Truth be told, as a business owner you actually run two businesses. The first is the service you provide, or the product you sell. And the second is the part of your business that runs “behind the scenes” – your bookkeeping, files, tax and financial records, and other back-end plans & systems that actually fuel your business to move forward.

What We Do

  • Bookkeeping
  • Payroll
  • Filing
  • Workflow
  • Back-end Protocols
  • Transition Planning
Bookkeeping Setup & Troubleshooting. First Light Venture specializes in helping business owners handle their bookkeeping, payroll, filing, workflow, and other back-end plans & protocols once, so that it’s accurate, straightforward, and effective, and ends up saving you time, money, and headache. Details
Transition Planning. Whether you intend to retire or put more energy into another venture… whether your kids are already involved in the family business or aren’t going to be a part of the next generation of leadership… whether you have already begun to inventory your business, or are only beginning to explore the possibilities for your future…. Details
First Light Venture can provide your business with customized one-on-one or group training in the following areas:

Software

  • Microsoft Office – Outlook, Word, Publisher, PowerPoint
  • QuickBooks™ - 2009, 2010, 2011 for PC; 2010 & 2011 for Mac
  • Internet Explorer & Mozilla Firefox – including online research tips, tricks & how-to’s

Human Resources

  • Employee Relations 101 - what every business owner needs to know to stay compliant in today’s business world)
  • Recruiting & Hiring – how to weed those resumés and find the gems, then how to hire & keep the best
  • Employee Retention – how to get the best out of your employees, without spending a fortune

Business Management

  • Electronic & Paper Filing Systems – why do I have to keep that?! And why can’t I find anything?
  • Time Management – how to stay out of your own way and make the most of your day
  • Growing Your Business – how to build your business and get your customer to rave about you
First Light Venture can provide your business with the tools and processes that will help you to stay on top of your business instead of the other way ‘round.

First Light Venture specializes in helping business owners handle their bookkeeping, payroll, filing, workflow, and other back-end plans & protocols once, so that it’s accurate, straightforward, and effective, and ends up saving you time, money, and headache.

And once that’s done, we train you how to keep your own books with a minimum of effort and time, or we help you find and hire the right person to keep tabs on your income and expenses going forward. So that you can get back to what you enjoy: driving your business. (Well, that, and taking a vacation.)

Set up a complimentary one hour Strategy Session now.
Schedule Now