Helping Small Businesses Understand Financial Health
I have a CPA/tax preparer … Do I need a Bookkeeper?
CPA/ Tax Preparer
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Accountant or Tax Preparer files your taxes and ensures compliance
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Helps you save money on taxes
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Keeps up with tax laws and legalities
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Focuses on annual or quarterly financial matters.
Bookkeeper
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Manages everyday financial details
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Works with your Tax Preparer during tax time
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Helps increase profit and growth
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Monitors monthly financial performance.
financial health "nurse"
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
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Establish and manage QuickBooks Online Account
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Setup and maintain a Chart of Accounts suitable for your business and how it operates
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Categorizing all income and expense transactions to the appropriate accounts
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Online Client Portal for individual transaction questions to reduce email traffic
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Reconciliation of bank accounts, credit cards, and loans
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This activity is done monthly and makes sure that what is in your books is matching your accounts
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Prepare Financial Statements
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Income Statement - What is my profit?
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Balance Sheet - What is my equity?
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Statement of Cash Flow - Where is all my cash coming from and going?
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Monthly Video Analysis going over your financial statements and metrics
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Watch the video at your convenience with the ability to pause, rewind, and rewatch
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Regularly scheduled meeting to discuss financial statements
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Quarterly or monthly depending on your need
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Discuss the reports in detail and view trends and analysis
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Answer questions like:
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How much can I pay myself?
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Where are areas I can reduce expenses?
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I’m making a lot of money but where is it all going?
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Are my services priced correctly?
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Am I making more money on certain products/ services/jobs?
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ADD ON: Tailored data analytics for your business
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Example : Inventory Turnover, Client Retention Rate, Staff Productivity
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