• Steph McGuirt

5 essential things a bookkeeper can do for you

Updated: 4 days ago

If you’re reading this, you probably need a bookkeeper.


Maybe you’re currently moonlighting as your company’s bookkeeper. Or, perhaps you’re ready to bring one on your team. Either way, your business needs someone to manage the numbers so that you get paid on time and consistently.


Not knowing the numbers takes business owners by surprise. When the focus is on other things like social media, sales, lead nurturing, and sales funnels—the bookkeeping slides to the back burner.


When the numbers aren't a priority:


- We don’t know what we don’t know. Where is there too much spending? Where could additional revenue happen? Don’t let strategic decision-making and revenue-generating opportunities fall off the table.


- We could have to close the business. Bankruptcy, enormous tax bills, not making payroll—these are just a few of the issues that can damage or close a small business.


Knowing exactly where you’ve been, where you are, and where you’re going is THE path to a successful, sustainable business—one that you feel good about.


Now that you’re ready to take action on your bookkeeping, let’s explore 5 essential things a bookkeeper can do for you:


  1. Systems. We know a quality system. And these should work with you to implement workflows that shed hours off your time. You can expect your bookkeeper to take prioritized steps toward making your workday easier.

  2. Numbers. We understand that you knowing your numbers is critical to the health of your business. We make sure that you have confidence in understanding your finances and the money system your money relies on.

  3. Budgeting. With your money, sometimes you may not like what you see. For example, maybe you overspent on apps you don’t actually need. We can help you set up a doable budget so that you’re saving money and feeling good about your finances.

  4. Cash flow. We want you to know the life cycle of your money—how much comes in, goes out, and exactly when it happens. We walk you through this cycle so that you get to make smart decisions without relying on credit cards as “emergency funds”.

  5. Advising. We support you in creating the best path toward your financial and business goals. We do this by reviewing your numbers every month, making sure you know what they're telling you, and showing you ways you can grow revenue so you potentially save thousands a month in costs.


Watch our monthly series, Pinnacle Flow Presents, for more on this topic.



Our wonderful clients know that working with a bookkeeper is essential to the success and longevity of their business.


“I am so happy I got directed your way. You have really made this terrifying process extremely easy and provided way more than just bookkeeping.Astrid S., Storey Creative


Ready to talk to a bookkeeper and find the perfect fit?


Download our free discovery call prep guide to help you ask the right questions and get the answers you need right now.



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