About Us
Discovering Stories with Renata
Renata Huang’s journey to founding her own bookkeeping business is a story of passion, versatility, and heart. Originally building a successful career in radio and TV journalism, Renata thrived on telling stories and connecting with audiences. But after stepping back to become a stay-at-home mom to her teenage twin daughters, she found a new direction when she began helping her mother—a real estate investor—organize her finances. This experience led Renata to uncover a natural affinity for bookkeeping and a new passion for helping small business owners bring clarity and peace of mind to their financial lives.
Our Vision
I categorize all expenses and income on a monthly basis so that you can have peace of mind that your bookkeeping is organized and ready for prospective investors and tax authorities.
Monthly Financial Management
I reconcile your transactions on a monthly basis which allows me to double check, triple check that every transaction has been accounted for. I do this so that you will have confidence in your books.
Comprehensive Monthly Transaction
I 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
I 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
I 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.
I 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 Mission
We carefully curate a selection of titles that spark curiosity and enrich lives, aiming to create a community where every reader feels valued.
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Initial Consultation
Custom Plans for Unique Needs
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Financial Records Clean-Up
Practical Tools for Everyday Financial Health
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Monthly Categorization
Real-Time Insights on Your Spending
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Debt Reduction Strategies
Manage and Reduce Your Debt Effectively
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Monthly Financial Reporting
Build Your Financial Future
Community Involvement
We are committed to building stronger communities.
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Career Openings
Insurance Underwriter
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Claims Adjuster
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Mission Statement
Our mission is to help small business owners who struggle with managing their finances by cleaning up their books and giving them the financial clarity they need to grow.
Who We Are
We are a dedicated team of financial professionals passionate about helping small business owners achieve peace of mind with their finances. We understand the unique challenges small businesses face in balancing everyday operations with financial organization. Our experience and expertise in bookkeeping allow us to bring structure, clarity, and insight to your financial records, enabling you to focus on growing your business confidently and strategically.
Our approach is hands-on and tailored to your business's needs. We don’t just organize numbers; we empower you with a clear picture of your business’s financial health, allowing you to make informed decisions that support sustainable growth.
Our Vision
I can help you uncover and understand the financial weak spots in your business so that you can make confident and decisive steps toward increasing your net worth. I can help you feel in control of your finances, quit stressing about taxes, and start paying yourself more so you can have financial freedom.
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Commitment to Excellence
We strive to deliver top-notch service in every interaction, paying attention to the details that matter most to your financial success.
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Empowerment
We provide small business owners with the tools, knowledge, and confidence to take control of their finances.
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Accountability
We are committed to holding ourselves accountable and ensuring that your records are always accurate and up-to-date, helping you meet all compliance requirements.
Core Values
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Integrity
We believe in honest, transparent communication and uphold the highest standards of accuracy and reliability in managing your finances.
Meet Our Founder
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!