Woman in Yoga Studio

Myrna Stacey is adept at unraveling years of messy QuickBooks® files, and putting them in order.  She creates the format that will work specifically for your business – providing you with the information you need to succeed. She is an expert when it comes to customizing QuickBooks® systems, organizing information, and applying sound and efficient accounting business practices.

My bookkeeping system is a mess. How can it be fixed?  Will I have to start all over?

Portrait of a Confident Woman

Every CPA firm has those stories of clients who come in with a disaster in a box.  The truth is, we know you want to focus on what you do best: tax planning, tax preparation, audits, certified financials, or whatever your area of expertise. Doing the bookkeeping is not an effective use of your staff’s time and talents, and we know you welcome the opportunity to turn this work over to us.  CPA firms are Mrna's best source of referral. She is known for delivering year-end financial packages with complete supporting documentation and explanation of material transactions before you even need to ask.  She partners with you in serving your mutual clients.

How can my CPA Firm benefit from a relationship with Myrna Stacey?

Young Male

Often, owners are so busy servicing their customers, or bringing in new business, they don’t have time to stop and assess what is going well. Myrna will design a system that will help you look at your products or services, attribute real costs involved, and get an analysis of profitability. Further, the system will be designed so that you can access reports on an ongoing basis that provide all the information you need to help you grow your profit centers, and fine-tune or eliminate unprofitable areas of the business.

I know profitability is crucial to the success of my business. How can I determine what part of my business is the most profitable?

Confident Businesswoman

It may seem daunting to comply with bank credit requirements, but we deal with these every day.  Simply put, the bank requires a few general reports to make sure they see your revenue, profit, and costs on a monthly or quarterly basis.  If you have a customized QuickBooks® bookkeeping system in place, we can design functional reports for you to meet their requirements. Then your compliance is as easy as pressing a button to generate the reports. 

Applying for lines of credit is challenging, how will Myrna Stacey help me through the process?

Happy Old Man

Yes.  Whether you have one on staff, or you use Myrna as your designated resource, a bookkeeper is vital. They are the keeper of the books. The distinction is that once our we have set up the customized system, the bookkeeper maintains it by entering the daily transactions.

Will I still need a bookkeeper?

Attractive Mature Woman

Yes! A tax professional is a must: he or she analyzes data, prepares taxes, and monitors compliance issues-all of which are vital to overall business success.  The beauty of retaining Myrna's services is that she is a CPA and while she doesn’t do taxes she does have a very thorough understanding of exactly what your tax preparer needs.  She delivers year-end financial packages with complete supporting documentation and includes explanation of material transactions-before your tax preparer ever needs to ask. 

Will, I still need a tax professional?

Suited businessman

Before you can plan a budget for the future, you need to understand your company’s current operating expenses. What revenue can you expect? What’s your profit margin? A customized QuickBooks® system can accurately reflect these numbers, and provide you with the information you need to plan for the future with an accurate budget.

I have never really had a budget. Is this something that Myrna Stacey can help with?