How I Can Help
Hello, I am Megan Whitney
From Southwest Virginia to make a big move to Texas, Megan has always had a strong calling to help others. She graduated from Cedarville University in 2020 and immediately began her adventure into the business world. She started Core Bookkeeping in 2021 with the desire to lift the heavy weight of bookkeeping off of business owners all over the country. She is now working hard to expand her business and education to be the greatest resource to her clients. In her free time, Megan enjoys fitness, healthy cooking, traveling the world, and spending time with her close friends and family.
- 1 Bank Account
- 1 Credit Card
- 1-2 Employees
- Under 75 Transactions per Month
- Up to 3 Bank Accounts
- Up to 3 Credit Cards
- Up to 10 Employees
- Under 125 Transactions per Month
- Up to 4 Bank Accounts
- Up to 4 Credit Cards
- Up to 25 Employees
- Under 350 Transactions per Month
3 Different Accounting Software
The textbook answer is that the IRS requires all businesses to have record-keeping practice in their business (https://www.irs.gov/taxtopics/tc305).
A better question is when should I hire a bookkeeper?
You know your business is ready for a bookkeeper when:
- You cannot find time to do your own bookkeeping
- You don’t have the resources (tech or knowledge) to accurately track the finances
- You’re underprepared for tax season
- You need an extra set of eyes for unbiased opinion or fraud tracking.
- You need to make financial decisions based on ratios, profitability, ROI, and debt-to-asset ratios.
Step 1: Onboarding
Step 2: Catch-up, clean-up
Step 3: Monthly ongoing
Step 4: System and process customization
You may hear us reference our favorite applications such as QuickBooks, Gusto, TaxDome, Bill.com and Google Drive. We use a few other apps behind the scenes such as Keeper.app, Clockify, Digits, and Asana to keep things running smoothly. We also handle FreshBooks and Wave accounting.
This answer varies! Some clients have too much on their plate and we handle EVERYTHING from receipt categorization, document fetching, data entry, payroll, etc. On the other hand, some clients like to be active in bookkeeping and we are utilized as an overseer to maintain best practices, reduce fraud, and ensure accuracy.