Running a business is challenging, and bookkeeping is often one of the most time-consuming tasks. From organizing receipts to reconciling accounts, it can take away from activities that drive growth. Kelly Pacheco, founder of KP BOOKS CO, has developed simple strategies to make it easier.
Having helped real estate brokers and small businesses in Canada and the USA, Kelly has perfected time-saving strategies that save you both time and money. Here’s how she does it.
Kelly’s Time-Saving Strategies for Bookkeeping
By combining proactive financial planning with technology-driven solutions, Kelly helps business owners manage their finances more efficiently. Here are her top strategies:
1. Set a Weekly Routine
Dedicate a specific time each week to review transactions, categorize expenses, and update records. This prevents tasks from piling up and helps you stay in control of your finances.
2. Automate Processes
Tools like Xero or Quickbooks automate invoices, expense tracking, and payroll. Eliminate repetitive tasks to save time each month and focus more on your business.
Investing in bookkeeping software or outsourcing could be tax-deductible, reducing your tax bill while getting organized.
3. Go Digital
Use apps to digitize receipts and documents, integrating them with your bookkeeping software. Cloud storage keeps your records safe, organized, and accessible anywhere.
4. Reconcile Accounts Regularly
Monthly account reconciliation helps catch discrepancies early. Comparing bank statements with your records ensures accuracy and reduces errors.
5. Outsource to Experts
Outsourcing bookkeeping to professionals is a smart way to save time and reduce stress. Kelly and her team at KP BOOKS CO provide tailored solutions to give clients peace of mind and let them focus on growth.
Kelly helps businesses forecast expenses, taxes, and income fluctuations, ensuring financial stability.
Real-Life Results
Kelly’s strategies have had a lasting impact. Here’s what clients say:
“I engaged KP BOOKS CO a year and a half ago and have not looked back. I am able to focus on building my business knowing that all my books and paperwork are well in hand. My industry is heavily governed and it is such a relief to know that whenever there is an audit, there is nothing to worry about. Kelly also helps with the navigation of income and expenses and is amazing at strategic planning. I would and have highly recommended her and her company to anyone.”
– Anita S.R., Toronto
“KP BOOKS CO has been integral in our backend operations and has allowed us to focus on what we do best, selling real estate!”
– Matt S., Parry Sound
Why Choose KP BOOKS CO?
Whether you’re looking for a bookkeeper in Canada or to outsource your bookkeeping in the USA, Kelly Pacheco and her team bring extensive experience and a client-focused approach. From managing cash flow to ensuring compliance, KP BOOKS CO offers expert bookkeeping solutions tailored to your business. Let us manage the details so you can focus on growth. Contact us for virtual bookkeeping services.
Conclusion
Don’t let bookkeeping hold you back. Follow Kelly Pacheco’s strategies and streamline your financial management today.
Looking for more expert accounting tips? Subscribe to our newsletter today.