Accounting Services Customized to Fit Your Needs

As a business owner, you’re managing a lot. Keeping track of your books can often fall down the priority list. That’s where a trusted professional can help take the weight off your shoulders.

Hi. I’m Maggie Katz, CPA, and I am here to share my accounting expertise so that you can spend more time on the things that matter most to you in your business.

bookkeeping

CONSULTING

AdVanced Xero Advisor

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.

Accounts Receivable

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.

Accounts Payable

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. 

Small Business CFO for hire!  If you don't have a full time CFO, consult with me for any of your business needs.

Financial Analysis

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.

Start-ups

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.

Training

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.

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:

1. Anytime, anywhere access on any device
2. Quick and easy customized invoicing
3. Useful reporting with links to source transactions
4. Dashboard with a clear view of your real time financials
5. Multiple levels of data security
6. Automated daily banking feeds, and transaction matching
7. All online software, nothing to install or maintain
8. 24/7 customer support
9. 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.