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Helping Small Businesses Understand Financial Health

I have a CPA/tax preparer … Do I need a Bookkeeper?

Think of it like a nurse and a doctor. They both have your overall health in mind. But a nurse takes care of the details - checking your vitals, making sure you're comfortable, prepping for the doctor, and following up after your visit. A doctor on the other hand, pops into the room briefly to use their expertise to give a diagnosis and treatment plan.

CPA/ Tax Preparer

 

  • Accountant or Tax Preparer files your taxes and ensures compliance

  • Helps you save money on taxes

  • Keeps up with tax laws and legalities

  • Focuses on annual or quarterly financial matters.

Bookkeeper

 

  • Manages everyday financial details

  • Works with your Tax Preparer during tax time

  • Helps increase profit and growth

  • Monitors monthly financial performance.

 

financial health "nurse"

About Us

Meet Your Bookkeeper

Hi, I'm Amy Novak, a professional bookkeeper with a specialization in data analytics. My passion lies in helping small business owners gain control over their finances. With my expertise in data analytics, I can transform your financial data into meaningful metrics that we review on a monthly basis. Together, we can analyze these insights to help your business grow and become more profitable.


I graduated from Oakland University in 2018 with a degree in Operations Management. Over the past five years, I have honed my skills as a data analyst, working with complex data sets and validating them to provide actionable insights. In addition to my data analytics background, I hold a Bookkeeper Launch Certification and I am a QuickBooks Certified ProAdvisor. These certifications demonstrate my commitment to providing accurate and efficient bookkeeping services.


When you work with me, you can expect professionalism, attention to detail, and a deep understanding of how data analytics can drive business success. Let's work together to empower your business and achieve your financial goals.

​

- Amy Novak

Founder of Novak Bookkeeping LLC

Services

  • Establish and manage QuickBooks Online Account

  • Setup and maintain a Chart of Accounts suitable for your business and how it operates

  • Categorizing all income and expense transactions to the appropriate accounts

  • Online Client Portal for individual transaction questions to reduce email traffic

  • Reconciliation of bank accounts, credit cards, and loans

    • This activity is done monthly and makes sure that what is in your books is matching your accounts

  • Prepare Financial Statements

    • Income Statement - What is my profit?

    • Balance Sheet - What is my equity?

    • Statement of Cash Flow - Where is all my cash coming from and going?

  • Monthly Video Analysis going over your financial statements and metrics

    • Watch the video at your convenience with the ability to pause, rewind, and rewatch

  • Regularly scheduled meeting to discuss financial statements

    • Quarterly or monthly depending on your need

  • Discuss the reports in detail and view trends and analysis

    • Answer questions like:

      • How much can I pay myself?

      • Where are areas I can reduce expenses?

      • I’m making a lot of money but where is it all going?

      • Are my services priced correctly?

      • Am I making more money on certain products/ services/jobs?

  • ADD ON: Tailored data analytics for your business

    • Example : Inventory Turnover, Client Retention Rate, Staff Productivity

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