Specializing In Trade Companies Bookkeeping and CFO Services

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Taking your business to the next level can be a struggle.

  • How do I increase profits and cash flow?
  • Is there a better way to track my jobs and inventory?
  • What is the best job costing methodology?
  • How do I improve reporting to understand my business better?
  • How do I find more time to grow my business?
let's get your questions answered

That’s why we specialize in providing bookkeeping and CFO services to trade companies.

Our mission is to improve your accounting processes and maximize your bottom line. We use our proven three part methodology to take your business to the next level.

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Our Three Step Methodology

Our proven three step methodology takes your business to the next level.
1

Clean Up And Procedures

If you want to increase your profits and cash flow, we need to establish a good foundation. Here we clean up your processes and procedures. If needed, we implement new processes to ensure you are getting the best data possible.

2

Performance And Reports

Now that we have your foundations in place, we can provide you with information-rich data and reports. We provide you with up-to-date comprehensive reports, giving you clarity on the performance of your business.

3

Advisory And Growth

It’s time to take your business to the next level! With your foundation and reporting set, we can now advise you on what is needed to increase your company’s profits and performance. We manage everything and give you specific action steps to stay on track and help your business grow.

You Deserve:
  • To have a successful and profitable business for the long haul
  • To have more fun in your business (and outsource the boring stuff!)
  • To have an experienced financial partner that will work alongside you to help you protect and grow your business.
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Testimonials

"Having Sharon on your team is a true blessing. She has handled what I would consider complex accounting work for me for 8 years with prompt, courteous and exceptional attention to detail. She not only gets it right, she takes the time to explain in layman's terms the what, why and how things are done or should be done. She provides outstanding value and is easy to work with."
Stone Grable
Vector Security, Inc.
"Off your Plate Book Keeping is one of the best for your small business needs. Sharon truly cares about what you need and goes above and beyond to make sure that all of the information needed is provided to make the right decision in bookkeeping. Sharon is friendly, up beat and professional. She comes highly recommended and anyone would be lucky to have her as their bookkeeper."
Erica Holton
Get Back Up Again
"Sharon played a key role in the development and growth of our accounting department. She grew to meet the needs of the organization. She hired, trained, and developed an entire staff to meet the company's growing needs. As we quickly outgrew our accounting systems, Sharon initiated finding, evaluating, and implementing industry specific software, as well as leading the conversion effort."
Joe Hassan
Certified Security Systems
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