New Business

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