Simplified Financial Management
Expertise in Categorizing Income and Expenses
Quarterly Key Performance Index Reporting
Accurate, Timely Financial Reporting
Peace of Mind
Customized Solutions for Your Business
Our Benefits
Services We Offer
Categorize all expenses and income on a monthly basis to give peace of mind that your bookkeeping is organized and ready for prospective investors and tax authorities.
Monthly Financial Management
Reconcile your transactions on a monthly basis which allows me to double check, triple check that every transaction has been accounted for. We do this so that you will have confidence in your books.
Closing out Monthly
Books
Generate monthly financial statements so that you are kept up to date regarding the health of your company and so that you know how much cash flow you have or how much income you made this month vs prior months.
Monthly Financial Statements
Assist in your understanding of Quickbooks Online so that you can have the tools to keep your transactions organized. This will give you the confidence to present your own reports to potential investors.
QuickBooks Online
Guidance
Efficient Book
Cleanup
Thoroughly clean up your financial records to ensure that every transaction is accurately recorded and categorized, eliminating any discrepancies that could arise during tax preparation. Confidently knowing that your books are in order and ready for the tax collector.
Facilitate clear communication between you and your accountant, ensuring that financial information is always accurate and up-to-date. This ongoing support helps avoid any surprises and keeps your financial processes running smoothly year-round.
Year-Round
Liaison
Our Process
Initial Consultation
We start with a thorough consultation to understand your business needs, financial goals, and challenges. This helps us tailor our bookkeeping services specifically to your requirements.
Financial Records Clean-Up
Next, we clean up and organize your financial records, ensuring every transaction is properly categorized and reconciled. This step sets a solid foundation for accurate bookkeeping moving forward.
Monthly Categorization
This meticulous categorization not only simplifies your financial tracking but also provides valuable insights into your spending patterns and revenue streams, enabling you to make strategic decisions.
Monthly Financial Reporting
We provide detailed monthly financial statements—Balance Sheets, Income Statements, and Cash Flow Statements—so you always have a clear and accurate view of your business’s financial health.
Get Clarity In Your Books
My name is Renata Huang, and after a career in radio and TV journalism, I transitioned to being a stay-at-home mom and bookkeeping professional. I originally picked up bookkeeping while assisting my mother, a real estate investor, and discovered a passion for helping small business owners get their finances in order. I love bringing clarity and peace of mind by ensuring financial statements are accurate and complete. I'm also a wife and mother to teenage twin daughters and twin cats. When I'm not empowering clients with financial insights, you’ll find me cheering at volleyball practice or taking my cats for a stroll!
Testimonials
Sugo Lee, CA
"As a real estate investor with multiple rental properties, Renata efficiently organized all of my income and expenses, ensuring I could file my taxes on time for each property. She even caught an error with one of my vendors, saving me significant trouble. Renata is dependable and thorough, and thanks to her, I have complete confidence in the state of my finances."
Obi Ezeadi, CO
"While serving as a city council member in Westminster, CO, Renata managed my bookkeeping during my campaign for higher office. She consistently met every deadline for reporting donations and expenses to the Secretary of State’s Office. With Renata handling my financials, I was able to focus entirely on the election, confident that everything was in capable hands."
Mikhal lois
Here at Books by Renata, I cherish the wonderful feedback we receive from our readers. Mikhal Lois's testimonial is a perfect reflection of what we aim to achieve: inspiring individuals through meaningful narratives, Our collection . We are honored to share testimonials that showcase the impact of our stories on readers. Rose Marry, one of our devoted fans, highlighted how our narratives
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