Simple accounting for service businesses and digital entrepreneurs.
Simple and stress-free financial support for service businesses.
At We Got Your Books we specialize in helping online service businesses:
Decrease money stress
Save time
Get tax ready
Have financial clarity
Increase profit through strategic consulting
What we can do:
Bookkeeping & Month End Close
Monthly Financial Statements
Timely Email Communications
Annual Budgets
Monthly Budget vs. Actuals
Annual Revenue Forecast
Monthly Revenue vs. Actuals
Quarterly Consulting Calls
Annual Strategic Report
What our clients are saying.
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Eric Allen Media & Podcast
Eric Allen: Founder & Owner
“Logan helped me see where my expenses were going and better organized my books. Not only did this provide me with a better understanding of my spending, but it also made it 10 times easier for me come tax time. Logan took the time to walk me through my expenses and offered some great suggestions to improve my business. I would highly recommend working with Logan.”
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Elevate Digital Marketing
Josh Krause: Owner
“Logan at We Got Your Books has been incredibly helpful to my marketing business, organizing the businesses finances so I can make data driven decisions. His expertise and communication skills make him an invaluable asset and advisor for any business seeking clarity and confidence in their finances.”
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Lighthouse Communications
Anne Ricketts: Owner
“I was introduced to Logan by a friend, and couldn't be more happy to have Logan doing our books. He asks the right questions, is thoughtful, and works really fast. He did a great job on our year end summary and highlighted a few ways to save money I had never thought about! I definitely recommend working with Logan! ”
About Us
We Got Your Books was founded by Logan Smith out of a passion for business finance. With a background in corporate financial planning and analysis for 10-figure businesses and management consulting for Fortune 500 companies, Logan blends financial knowledge and consulting experience to provide highly tailored bookkeeping and financial consulting services.
FAQs
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We will reconciles your accounts, categorizes your transactions, and produces your financial statements.
Each month your accountant might need your input on things like categorizing a transaction properly, but we try our best to make bookkeeping as hands-off as possible for you.
You can also book a call with your bookkeeper or send them an email with any questions! We’re always happy to assist you with your bookkeeping and your financial statements.
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Yes all our clients utilize QuickBooks Online.
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No we currently only work with service based businesses.
Unfortunately, this means if you have physical inventory, business property you own, business vehicles you own, or substantial business equipment we will not be able to partner with you.
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Once you're fully onboarded with our service, we'll require you to establish a clear distinction between your business and personal finances, if you have not done so already.
This entails conducting business transactions solely in your business accounts and keeping personal transactions within your personal accounts. Further details will be shared during our initial video call.
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All bank accounts and credit cards will be connected to our bookkeeping software. Additionally, we will require “bookkeeper access” or “read-only” access to all accounts. This ensures account reconciliations can be done without playing email tag with you.
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No, we do not assist with tax advising nor tax filing.
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Onboarding as a customer will require 3-5 hours of work from you. From there, we operate on a “done-for-you” model. This means we will require the occasional input from you but try to keep it as hands-off as possible. This typically require 15-30 minutes of work from your each month.
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Strategic consulting will vary per client and can be tailored to your specific needs. Projects we have done in the past include:
Deep dive in understanding your financial results each quarter
ROI analysis of a new initiative such as a podcast, product offering, employee structure, etc…
Forecasting next year’s income and expenses. Breaking down financial goals into actionable business decisions.
Customer analysis to determine which customers are most profitable
Pricing analysis to understand competitors pricing structures and optimize your pricing to increase profitability
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Each month any unclear transactions will be given a chance for input from yourself
We pride ourselves on great customer service so any questions or concerns are just an email away.