Your Virtual Office


Your Business Has 

A Story to Tell 

I'm Here, now What?

Now we Write our Story

Chapter 1

Understand Which Client You are

There are usually 5 types of clients:

  1. I am just starting and need someone to help get me set up.
  2. I just give all my receipts and check stubs to my tax preparer.  
  3. I’m really behind (like years…), can you get me caught up?
  4. It’s getting to be too much, I cannot keep up with everything by myself. 
  5. Everything is great!  I just want to make a change.

I’ll just say that very rarely do we hear from Client Type 5….  Do not be too embarrassed to call.  Client Types 1, 2, 3 & 4 are more common than you know!  

We have a solution!

"I do not have the energy to spend time focusing on the administrative details. Thanks to Terri @ Keep it Simple Strategies everything is seamless."
Click the picture for the full review. 
"She has been so helpful and is available to help me anytime I need her. "
Click the picture for the full review. 
Chapter 2

Understand your Needs

You and I will discuss your immediate needs and look at your short and long term business goals. We’ll look at your current method of bookkeeping and evaluate the following: 

  1. Current Process Flow – How does your current process work?
  2. System Software – QuickBooks, Xero, Excel or a  Shoebox of Receipts
  3. Reporting Requirements – Federal, State, Local Levels 
  4. Define your needs and put together a plan to make your life easier.  
Do not worry! No matter what your current system is or is not, we can help! You may not have a system and that’s ok, we’ll work together to get one in place.  If you have a system and it works, great!  There is no reason to fix what isn’t broke!
Chapter 3

Understand your Custom Plan

We will build a custom plan to work for you and your business.  We offer many services and since each business is unique, no two plans are the same.

We take pride in being a one-stop shop.  We can do it all in addition to being your trusted advisor.  However, anything is possible. We’ll evaluate your needs and you determine how much you want to do yourself. 

  1. Do you want to issue invoices?
  2. Do you want to enter bills?
  3. Do you want to keep track of hours and process payroll? 
  4. Do you want something in between?

 Call us today and let’s set up your Customized Professional Bookkeeping Solution. 

"K.I.S.S. handles the behind the scenes integration of MindBody which is the system we use with our gym."
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"She goes above and beyond whatever I could have imagined I could get out of my experience with a Professional Bookkeeping firm."
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Chapter 4

Understand your Business

All plans include Standard Monthly Balance Sheets, Income Statements and Statements of Cash Flow

Then on a Quarterly Schedule we dive deeper!  We look at and review the following: 

  1. Areas for Improvement 
  2. Process Flows 
  3. Quarterly vs. Annual Comparisons 
  4. Product Sales and Costs
  5. Trend Analysis 
  6. And More…  

When you are successful, we are successful.  We will work with you on developing strategies, planning for your future and resolving your day-to-day struggles.  

Chapter 5

Get your Free consultation

Call or E-mail us Today 567-210-1412
Thank you for taking the time to read a little bit about Keep It Simple Strategies, LLC.
One of these days I will tell you where the name of the company originated and who inspired it.