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TESTIMONIALS: Accounting or Bookkeeping, Financial Statements

November 16, 2019

Charlotte W.

Atlanta, GA

My accounting system was non-existent and I had receipts all over the place that included receipts for cash, credit card, and debit transactions for multiple income sources – courier services, independent contractor work, CD and t-shirt sales, and part-time employment. At the end of the year, I received two 1099s, one W-2, and had received a bunch of cash from my merchandise sales which was usually used for whatever personal or business expenses requiring them at that moment. I knew how many total miles I’d driven for the year but didn’t know the exact amount attributable 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 my accounting records and was fortunate enough to come across Circular Connections Asset Management. It’s the best thing that could have happened and the trajectory of my business changed when I started using Intuit QuickBooks.

I completed the online contact form to receive a free 20 minute consultation and received a response from the asset manager the next day. After listening to my dilemna, I was provided with lean accounting options to resolve my poorly managed businesses. After accepting the agreed upon services and signing the engagement agreement, she went to work for me and within 6 days she had created my company file which included an Organization Chart, inventory tracking, mileage tracker, and customized accounting system. She imported and entered all my accounting transactions for 2018 and 2019 as I was fearful that I may have to file an amended return for last year. She made it all so simple for me to manage my multiple businesses going forward without guessing and the headache of loose receipts. I recommend again and again for anyone who wants their business to prosper.