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April 16, 2021

Charlotte W.

Atlanta, GA

I had no accounting system and had receipts all over the place for purchases I made with cash, multiple credit cards and debit cards. I have multiple income sources – driver/courier services, independent contractor work, CD and t-shirt sales, and a part-time job. At the end of the year, I receive 2-3 1099s, a W-2, and had income from online merch sales. I knew how many total miles I’d driven for each of the four income sources. Filing my 2017 income taxes was a nightmare using best estimates and an excel sheet to plug in numbers from my monthly bank account statements. With almost half the year gone, I knew there had to be a better way to keep track of accounting records. Unfortunately, I did not get it together and the disorganization continued, which resulted in me not filing my 2018 and 2019 tax returns. On top of that, the 2020 taxes are due. Since I did not file my taxes, I could not get the 3 stimulus payments issued for COVID-19 relief. MY STRESS LEVEL WAS THROUGH THE ROOF until I was blessed to come across Circular Connections Asset Management. It’s the best thing that could have happened and the trajectory of my multi-enterprise business changed when a custom accounting system was built for me.

I just completed the online contact form to receive a free 20 minute consultation and received a response from the asset manager, Kimmie, the next day. After listening to all my woes, I was presented with lean accounting options to resolve my poorly managed businesses. After accepting the service agreement I was given priority service and Kimmie went to bat for me immediately and within days had created my company file which included an Organization Chart, budget, inventory tracking, mileage tracker, and customized accounting system. She imported and entered my entire sh#t load of accounting transactions for 2018 - 2021 so I could file my tax returns as soon as possible and get a fresh start! Kimmie cleaned up my sh#t, which helped me resolve a bunch of problems caused by years of disorganization, lack of planning, and neglect of business and personal finances. Kimmie accomplished what was impossible for me to do and I am forever grateful for her next level service. She has simplified my chaotic life and made it easy for me to manage my multiple businesses going forward. No more guessing and headaches from loose receipts. I recommend Kimmie again and again and again for anyone who wants their business to prosper and grow.

 
Aside from all I mentioned, for two years I have not been able to put my house on the market and buy another one because I had not filed my 2018 and 2019 taxes. The Circular Connections experience enabled me to file my taxes and now I qualify for a home loan! And if all that isn't amazing enough, to top it off, Kimberly "Kimmie" Carter is a real estate broker and will be helping me sell my house and buy some real estate investment properties.