Individual consulting packages and coaching packages for those who just need to be pointed in the right direction or who find themselves stuck on a bookkeeping or business task and need assistance to move forward. Personalized training on QuickBooks Online, QuickBooks Desktop and Xero.
For business owners who are just getting started with their bookkeeping - review platform options, set up files or take the current situation and get it caught up to the current period. Also specialize in clean up of bookkeeping files - for files that were set up incorrectly, co-mingled multiple companies, co-mingled with personal finances or simply neglected.
Before the need and funds are available to hire a full time controller, Poised Books offers fractional controller services. A controller oversees daily accounting operations; including accounting, payroll, accounts payable and accounts receivable. We also help guide strategic financial decisions and will help get the policies, procedures and financial reports in order for a growing company.
Work with new businesses to help set them up to scale, with financial reports that represent the unique offerings of each business.
Sometimes things get messy. Cleaning up books is what we do best, we get you back on your way with organized financials.
Need to get everything ready for tax season? Get your accounting files caught up and ready for your accountant.
The Chart of Accounts is the foundation of your accounting files, we will set them up for you as well as teach you how to add future accounts.
Sometimes clients have several different platforms that are used to manage their business. We can recommend and set up integrations to increase efficiency.
Monthly Bookkeeping is not a service offered. Poised Books specializes is in clean up and set up but will offer referrals for other specialties.
Elizabeth Olsen loves to solve problems – particularly business problems. After years of working in sales management and business operations, Elizabeth started offering consulting services to small business owners. She excels at identifying areas of opportunity and getting financial reports set up so that they tell the story of the business. As founder of Poised Books, LLC, Elizabeth has guided many business owners through the clean up and set up of their financial accounting files. She also consults with other bookkeepers and business owners on how to grow and maintain a successful small business.
Elizabeth earned a BS in Economics from the United States Military Academy and an MBA from the University of Colorado. She is a certified bookkeeping instructor; specializing in clean up and set up of accounting files. Also, as a charter member of the Digital Bookkeeping Association, Elizabeth is sure to stay up to date on all certifications and industry changes/updates.
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Custom Pricing
$350+
