Simply put, we are a solution-oriented company dedicated to enhancing business efficiency, productivity and financial accuracy for the small to medium size business owners. Think of Organized Finance as a virtual CFO or virtual Financial Controller, offering a cost-effective alternative to employing in-house staff accountants, CPAs or advisors. We provide expert bookkeeping using Generally Accepted Accounting Principles (GAAP) and are Certified QuickBooks ProAdvisors. We are Professional, Reliable and Trustworthy!
Are you looking at accurate Balance Sheet and Profit & Loss statements regularly?
Are you certain that your companies’ financial reports are accurate?
Are your billing/collection/payroll procedures flowing efficiently?
Are your payments being sent out on time?
Do you have accurate bank and credit card balances at all times?
(Viewing Online banking balances doesn’t give you an accurate picture)
Can you find paperwork or information easily?
Are you spending more time managing your bottom line than you are with accounting issues?
Do you have someone managing your financials that you can trust?
If you answered “NO” to any of these, Organized Finance is the solution for you!
Timely vendor payments and organized tracking to keep your business running smoothly.
Support with staff communication, training, and setup to streamline your HR operations.
Accurate reporting and filing to ensure compliance with state and local tax regulations.
Efficient processing and recording of employee payroll with reliable documentation.
We understand how vital streamlining and optimizing financial systems are for running a productive and efficient business. We offer a complimentary one-hour initial consultation to develop a customized accounting service plan tailored to your specific needs. Our expertise spans across various industries, allowing us to provide bespoke solutions for each client. You will finally have peace of mind knowing your financials are being accurately managed, so then you can focus on your business growth!
Managing finances is much more than just data entry and not every business requires the same kind of record keeping. We understand this and can provide Weekly, Bi-weekly or Monthly Bookkeeping. You get to select how often you want us to take care of your financial and bookkeeping needs. This greatly reduces your overhead costs of a full-time in-house employee or the hourly rates of a CPA firm. Our service is completely flexible and customizable, as we can scale up or down depending on your company’s growth or seasonal needs. We provide all areas of bookkeeping and work closely with your Tax Professional as needed and let them handle all tax-related issues.
Some claim that you can set up QuickBooks in a matter of minutes, however the reality is that setting things up correctly generally requires a solid understanding of both QuickBooks and Accounting principles.
Organized Finance can set up your QuickBooks file correctly from the start to suit your business needs. This also includes complicated invoicing setups, designer template setups and Point of Sale setups.
We also think “Outside the Box!” Sometimes it will be necessary to find tools outside of QuickBooks to manage your money, budgets, forecasts and data.
We are familiar with third party technology that can be integrated within your QuickBooks file for industry specific needs.
If you are starting a new company or taking over a business that needs restructuring, Organized Finance can handle all the necessary accounting setup for your success. Set it up the correct way the first time!
Most of our clients prefer our remote bookkeeping service since it is a much more convenient and cost-effective alternative. We will handle your financials without having to take up valuable office space and time at your location. We work remotely from our office on your computer, depending on the online method you prefer from our options. Financials are completed on your computer without the chance of lost data between backup and restoration. If you don’t have a computer to access, don’t worry. We can retain the file on our systems for you.
Prepare year end 1099’s and related 1096 forms
We will file all paperwork that is ready for archival and organize it properly in case you ever must go back and retrieve information. We will also set up your new year filing and update new year reports as necessary.
training, financial evaluations and software setups.
Organized Finance offers a Pricing Schedule designed to meet your service needs. Depending on your requirements regarding regular bookkeeping service or special projects, we will determine your pricing at our first complimentary hour meeting. Our customers generally save money without the overhead of a regular employee or the hourly rates of a CPA firm.
Hourly Rate:
For small projects or additional projects that have specific requirements or special needs.
Project Rate:
For New Client Setups, Client Reorganizations or Special Projects that require additional time and resources.
Price List upon request.
As Founder of Organized Finance, Krystal Ressler brings over 35 years of accounting and business expertise to her clients. She has a firm understanding of Generally Accepted Accounting Principles (GAAP) and is a Certified QuickBooks ProAdvisor. Much more than that, because she has been fortunate to work with such a diverse array of businesses, she has cultivated a rich cross-collaboration knowledge of strategies for success. Her clientele has included but not limited to: Retail Industry and setting up POS, Service, Manufacturing, Accounting (working with CPAs), Non-Profit, Architectural Firms, Engineer Firms, Legal Industry, Healthcare, Music Industry, Salons, Beauty Industry, Gyms, Contractors, Construction and Sole proprietors.
Growing up in Orange County, she had the unique opportunity to start her financial career within a family business. Over 12 years she honed her leadership, innovation and problem-solving skills. She became the Financial Controller and eventually the Vice President of the company. After the successful sale of the company, she identified the need for professional accounting services for the small business owner and began her business as a professional Financial Organizer.
Krystal is honest, focused, dependable and innovative. She thrives on challenging projects and providing procedures to business owners to retain and improve revenue. The best compliment she can have is a client referral and ALL OF HER CLIENTS ARE REFERRALS!