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As Bookkeepers, we manage one of the essential parts of your business’ finances. We record the day-to-day financial transactions of your business. We keep records of sales, purchases, receipts, payments, and document each financial transaction, whether cash or credit, into the correct daybook and the general ledger. This crucial financial catalog can then be passed on to an accountant who creates financial reports from the information. Think of us as the expert organizing team that lays the foundation of your financials.
After years of working as a finance professional, Ethan Capri realized that one of the most important factors to a small business owners’ success is having a finance team that is dedicated to their business. He says, “A team approach is one of the biggest benefits we offer our clients when they work with us. It allows us to offer better strategy, communicate more efficiently, and work more productively for our clients.”
This team approach offers our clients both a Bookkeeper and Senior Account Manager who are immersed in your business together. Each team member has a dedicated role in the processing of your financials and, in tandem, take a proactive approach to help improve your business and your bottom-line.
Here are just a few benefits of working with a Bookkeeping Team:
#1 – More Than One Person Focusing on Your Books
More eyes on the day-to-day financials of your business provoke critical thinking and better strategy. Our teams work together to share ideas, communicate and brainstorm allowing, for more accurate records, efficient operations, and actionable information.
#2 – Share Resources
Our teams are able to share resources with each other. Our office becomes a think-tank as Bookkeepers work with each other sharing ideas, collaborating and, pooling resources. Many times a team may find issues on a client’s books that another group has already addressed.
#3 – Minimize Needless Communication and Maximize Feedback
Because we always have an open line of communication and are constantly working towards a common goal, we are able to minimize needless communication with you and maximize our feedback to you.
With this innovative team approach, you get exceptional service, "real-time" bookkeeping, excellent client service, and a better approach to bookkeeping.
Meet our Capri Bookkeeping Teams:
Heather S., Bookkeeper
Colleen O’Hanlon, Senior Account Manager
Jennifer Hagan, Bookkeeper
Alec Hewitt, Senior Account Manager
Kelli Fishbein, Account Manager
Andrea Costello, Senior Account Manager