I’ve been working with Monique Lusse as my accountant and advisor to help me shape up my QuickBooks. Before I found Monique I was spending a lot of time doing things that needed to be done for my business in terms of planning for upcoming expenses, monitoring my income, trying to gauge the level of success, level of profitability of my business with systems that didn’t function efficiently. So, I spent more time using Excel, I spent more time writing things down on notepads, had my calculator nearby most of the time to run calculations that really should be more simply executed.I knew it was time to shape up the QuickBooks. I had some experience in it, but wasn’t entirely comfortable working with a bookkeeper or accountant who was wanting to swoop in and take over my books.
As a business owner, those books are near and dear to my heart. They paint an accurate picture of the success level of my business and it was crucial to me to understand how successful my business was, how much money I could afford to turn over to an accountant or a bookkeeper before I relinquished control. For me, control was a big issue, and Monique stepped in, helped me solve that problem that no other bookkeeper and no other accountant was willing to do with me. It was a true partnership. It was a course that had a schedule that was reasonable to me. A schedule that worked well with my busy schedule, and gave me enough time to absorb the information and gave me a strong agenda so that I had expectations for great outcomes at the end. Now, I have QuickBooks setup. I understand how it works. I am able to gauge outstanding invoices, I have systems that are much more efficient and at the touch of a button, I know what needs to happen in my business to boost revenue or simply send out invoices on a weekly or monthly basis.
If I were to encounter someone on the brink of deciding who to hire next and how to really shape up their financial systems, I would encourage you to work with Monique. She is very patient, she listens to your unique needs, and she meets you wherever you are on that learning curve. Whether you’ve never opened QuickBooks before or, like me, you’ve opened it, you’ve made a little bit of progress, but aren’t quite sure how you’ve done it. She cuts to the core and made it simple to understand, and has really transformed my business by helping me understand these systems and allowing me to get back to the work that I truly love.
Jack Kinley
Founder and Creative Director
www.LabMonkeyCommunications.com
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