Maggie katz, CPA
I began my career in the nonprofit world straight out of college, starting as a staff accountant while earning my Certified Professional Accountant (CPA) credential. I worked my way up to accounting manager, then financial analyst, and, finally, interim controller at Lutheran Social Services, where I spent 11 years. I enjoy the detail work of accounting along with the mentoring aspect. As a self-proclaimed numbers nerd, I found that I wanted to share my skills and expertise to support and guide others in their businesses.
In 2012 I decided to take on a new adventure by starting my own accounting consultancy. I work with a variety of companies including group homes, medical equipment sales, an organic farm market, and more. I understand that owning a business is a journey and one of the biggest lessons we learn along the way is to ask for help when we need it, especially when we recognize that there are just some areas where we could use additional assistance and expertise. Through sharing my passion and experience in accounting, it is my goal to help you stay on course as you navigate your business.
When I’m not crunching numbers, I spend my free time enjoying Lake Country living with my husband, Matt, and our pup, Paddle. I love to venture outside whenever I can!
High End Bookkeeping
My services go beyond just posting and recording transactions. I take pride in making sure my accounting services are centered around your business needs.
My passion is working with you to leverage the indicators in your monthly financials to guide your business decisions and generate profits. I prepare timely and accurate monthly financials, then consult with you to interpret and understand the contents of your income statement, balance sheet, and cash flow statement. We discuss ways to make your business more profitable.
I stay on top of the outstanding amounts your customers owe your business for the products and services you provide. With fast and accurate revenue invoicing, your clients are more likely to pay on time.
I keep your business in good standing with on time bill payments. Whether your business uses checks, online banking, credit cards, or some combinations of all of these to pay your bills, I make sure your business gets its bills paid on time.
I review your payroll information, complete entries where necessary, and submit your data to the payroll company of your choosing. If you currently do not have a payroll company, I can help you find the right one to meet your business needs and then establish the procedures for a smooth, reliable payroll process. I will make sure your employees are paid on time.
Small Business CFO for hire! If you don't have a full time CFO, consult with me for any of your business needs.
As your CFO for hire, we can discuss and set short, medium, and long term financial goals for your business. We start by gaining a thorough understanding of your financials, assess your revenue and cash flow, staffing efficiency, and the procedures you have in place.
We then apply financial planning techniques to help get your business to the place you want it to be. We will set a budget based on our assessment of your financials and your business goals. Through forecasting we will monitor and compare your actual numbers to what we budgeted.
Half of my clients are successful startups so I know what it takes to get the financial side of your business off to a good start. I will set up efficient accounting procedures and coach your employees and staff on their role in keeping those procedures on track. I will compile reports as well as projections of revenues and expenses to keep your investors and bank informed of your business status. Consult with me for these and any other accounting challenges your startup faces.
I can provide training for you and your employees on any of the following topics:
- Understanding your monthly financials
- Budgeting and forecasting
- Payroll entry and processing
- Accounting software packages
- Excel spreadsheets
I can also create customized training to meet your business needs.
Point of Sale Systems
Need help setting up Square for Apple or Android? Hire me to:
- Set up your inventory items for sale
- Create your online website market
- Create events
- Link your point of sale system to your to bank
- Incorporate Square and Xero
Let me help you with your 401k audit prep, insurance audit prep, and other audits required by government or other funders.
What is Xero?
Xero started with an entrepreneur, a designer and an accountant. The entrepreneur wanted something better than the options available to him after speaking with his accountant. When he saw his accounting options, he decided they were so "clunky"... and he started Xero. He brought in a designer because he wanted to make beautiful accounting software that business owners could easily use, from anywhere, since it was born in the cloud. That was in New Zealand in 2006. Since then Xero has moved into Australia, Singapore, the UK and America's with over 1 million subscribers.
Advanced Xero Advisor Services
As an Advanced Xero Advisor, I have the training and certification to help you leverage all that Xero's beautiful accounting software has to offer:
- Anytime, anywhere access on any device
- Quick and easy customized invoicing
- Useful reporting with links to source transactions
- Dashboard with a clear view of your real time financials
- Multiple levels of data security
- Automated daily banking feeds, and transaction matching
- All online software, nothing to install or maintain
- 24/7 customer support
- Pay as you go pricing
These are just some of the great Xero features available. Let me help you maximize the return on your investment in your Xero accounting software.
New Business Setup
If you are just getting started, we can incorporate Xero accounting software into your business vision. From day one, your procedures and financials can be fully integrated into Xero so that you have real time access to your data from any of your devices.
Conversion to Xero
Whether you want to move all your historical data to Xero or start fresh with your year end balances and transactions going forward, I can make your conversion to Xero a smooth and painless process. By converting all your historical data to Xero, you can have all your data in one format and available at your fingertips from any device.
Third Party Apps
I provide training and recommendations for incorporating the third party applications your business needs to run with Xero. Xero provides support for over 600 applications including:
- Payment Apps: Square, Stripe, Bill.com, PayPal
- Time Tracking: Harvest, Tradify, TSheets
- Point of Sale: Square, Shopify, Kounta
- Payroll and HR: Gusto, Deputy, ADP
- Bills and Expenses: Receipt Bank, Expensify, Bill.com