Focus On Growing Your Business!
Leave The Bookkeeping To Us
We are trained professionals who understand the bookkeeping process and can help you stay organized and on track. Whether you're just starting out or you've been in business for years, we can save you time and money.
Offering You More Time
You'll have more time to focus on sales, marketing and customer retention, thus increasing your new and recurring income.
Giving You Peace of Mind
Have peace of mind knowing that you can call us with any question, comment or concern that affects your business or personal situation and we'll be there to help.
Helping You Plan
Whether it's for taxes or for other life investments, you'll always know where you stand with monthly financials and tax planning experts at your fingertips!
About Us
Hi, I’m Janet Lewis! My mission is to help remove the burden of finance management from your company's daily tasks and find places where you can save time and money. We provide small business owners with expert financial analysis to help with performance, by improving financial forecasting and predictability. I have been a finance analyst since 2010, helping companies just like yours grow faster by helping to improve their financial systems.
QuickBooks Online Certifications (annual recertification):
Certified QuickBooks Online ProAdvisor
Certified Advanced QuickBooks Online ProAdvisor
Certified QuickBooks Payroll ProAdvisor
Just a Few Reasons to Hire Us:
Extensive Experience: With 15 years in the finance industry, I bring a wealth of knowledge and expertise to the table.
Meticulous Attention to Detail: I have a strong focus on precision and accuracy, ensuring every financial record is thoroughly managed.
Client-Centric Approach: I genuinely care about my clients and their financial well-being, fostering trust and reliability.
Personal Investment in Your Success: I treat your financial records with the same dedication and care as if they were my own.
Rigorous Accuracy Checks: I perform thorough double-checks on all financial data to guarantee the highest level of accuracy and reliability.
Meet Janet Lewis
Warner Mountain Bookkeeping LLC
Warner Mountain Bookkeeping LLC
– Founder Janet Lewis
About Us
Meet Warner Mountain Bookkeeping LLC
Hi, I’m Janet Lewis! My mission is to help you remove the burden of finance management from your companies daily tasks and find places where you can save time, money, and increase your companies performance and improving financial forecasting and predictability. Since 2010, I have been a finance analyst helping companies just like yours grow faster by improving their financial systems
Warner Mountain Bookkeeping LLC
– Founder Janet Lewis
Our Virtual Services
More Than Just Bookkeeping
By managing our clients books and financial reporting, we offer them the ability to focus more time on their clients. Here is a quick glance at all the things we can help you with!
Support For Quickbooks Online
First time Quickbooks Online user? Setting up QBO (Quickbooks Online) can be daunting! As Quickbooks Pro-advisors, we can help you with all your Quickbooks Online needs.
Financial Reporting
We can handle all of your basic bookkeeping needs and issue tailored monthly financials to you! We can even invoice your clients and pay your bills!
Strategy Sessions via Zoom
We are happy to offer monthly strategy sessions to help you work through issues and new ideas to plan the future of your business and to discuss your financials in detail.
Payroll Setup & Support
Do you have employees that need to be paid on a regular basis? Do you struggle with understanding the tax filings that are required for each? We can help set you on the right track.
Sales Tax Filing
Is your business subject to sales tax? Do you feel unsure if your monthly or quarterly sales tax reports are correct? Do you fear an audit? Or would you just like to take this compliance piece off your plate? We can help!
Tax & Legal Partners
Our team of experts offers tax planning and tax preparation for your business and personal returns. Our legal team can help you setup your LLC, incorporate your business or register you for any tax ID number you need.
Support For Quickbooks Online
First time Quickbooks Online user? Setting up QBO (Quickbooks Online) can be daunting! As Quickbooks Pro-advisors, we can help you with all your Quickbooks Online needs.
Financial Reporting
We can handle all of your basic bookkeeping needs and issue tailored monthly financials to you! We can even invoice your clients and pay your bills!
Strategy Sessions via Zoom
We are happy to offer monthly strategy sessions to help you work through issues and new ideas to plan the future of your business and to discuss your financials in detail.
Payroll Setup & Support
Do you have employees that need to be paid on a regular basis? Do you struggle with understanding the tax filings that are required for each? We can help set you on the right track.
Sales Tax Filing
Is your business subject to sales tax? Do you feel unsure if your monthly or quarterly sales tax reports are correct? Do you fear an audit? Or would you just like to take this compliance piece off your plate? We can help!
Tax & Legal Partners
Our team of experts offers tax planning and tax preparation for your business and personal returns. Our legal team can help you setup your LLC, incorporate your business or register you for any tax ID number you need.
Our Process
3 Easy Steps To Get Started
Getting started with our bookkeeping services has never been easier. We'll build you a custom package, tailored to your needs and send you access to our client portal!
Book A Call or Request A Quote
Schedule a free consultation with our team! We'll create a custom package just for you. Once your engagement letter is signed, we'll grant you access to our client portal to continue the onboarding process.
Sign Into Our Client Portal
After you enroll in our basic bookkeeping package, you will get access to our client portal where you can then quickly and easily request additional services, such as tax planning, payroll or legal help.
Enjoy Your Business Again
With our team at your fingertips, you no longer need to stress or worry about your businesses financial health. ENJOY running your business and lean on us when you need it!
Why Choose Us
Maximize Your Benefits
We often see small business owners struggle when it comes to taxes. Scrambling to gather their business information at year-end can be messy and stressful. Unorganized bookkeeping puts them at risk of missing out on important business deductions!
Privacy and Confidentiality
Privacy and confidentiality are of utmost concern for professionals in the financial world. We know how to keep your information safe.
Lower Payroll Costs
Having an outsourced financial team lowers your payroll costs significantly because you won't have to hire for these positions thus avoiding wages, payroll taxes and other fringe benefit costs.
Red Carpet Service
At tax time, those that are organized and ready to roll, get the red carpet treatment...while small businesses that are disorganized and unprepared get put on extension.
Why Choose Us
Maximize Your Benefits
We often see small business owners struggle when it comes to taxes. Scrambling to gather their business information at year-end can be messy and stressful. Unorganized bookkeeping puts them at risk of missing out on important business deductions!
Privacy and Confidentiality
Privacy and confidentiality are of utmost concern for professionals in the financial world. We know how to keep your information safe.
Lower Payroll Costs
Having an outsourced financial team lowers your payroll costs significantly because you won't have to hire for these positions thus avoiding wages, payroll taxes and other fringe benefit costs.
Red Carpet Service
At tax time, those that are organized and ready to roll, get the red carpet treatment...while small businesses that are disorganized and unprepared get put on extension.
Pricing + Packages
Choose Your Package
We understand your business. Let us bring your existing financials up to date and manage your books! Check out our packages below.
Basic Bookkeeping
For businesses with up to $25,000 in monthly revenue or expenses. Packages starting at:
$297/mo
Premium Bookkeeping
For businesses with $25,001 - $50,000 in monthly revenue or expenses. Packages starting at:
$497/mo
Ultimate Bookkeeping
For businesses with up to $150,000 in monthly revenue or expenses. Packages starting at:
$997/mo
*Quickbooks Online is required and not included in price.
30 days written notice required for cancellation.
Blog
Use our expertise to grow your business
5 Steps to conduct a Mid-Year Financial Assessment
A mid-year financial assessment is the best way to evaluate whether or not you are on target to hit your goals. It’s also the perfect time to pivot if you’ve gotten off track. However, to point yourself back in the right direction, you have to know where you’re currently standing:
Check-in With Yourself. First and foremost, how are you feeling about your business at the mid-year mark? Do you feel like you’re on your way to achieving whatever it was you originally set out to achieve? If not, this is a great time to get clear on whether you’re running your business or whether your business is running you.
Revisit Your Budget. The mid-year check-in provides a perfect budget review opportunity. Take a look at what you forecasted for the year in terms of revenue and expenses.
Review Your Financial Statements. Profit and loss statements, balance sheets, and cash flow statements are standard financial documents to review during a financial checkup. Compare your financials right now to your financials from this time last year to trends and cycles.
Evaluate Your Goal Progression. Remember those goals you set for your business at the start of the year? It’s time to see where you’re at in meeting them. Whether you set concrete financial milestones or identified systems and processes you wanted to employ, take some time to see if you’ve made meaningful strides toward getting there.
Check-in On Your Taxes. This is a good time to make adjustments to your 3rd and 4th quarter estimated payments if you’re forecasting an increase in revenue for the second half of the year. If you haven’t made your estimated tax payments, then it might be worth scheduling an appointment with your tax professional. Putting off making tax payments causes unnecessary stress. Attending to taxes all year can make for an easier, less stressful spring.
Building good habits as an entrepreneur, like running a mid-year financial checkup, is critical to the success of your business. But habits aren’t always easy to establish or maintain. Maybe you don’t even know where to start. If your business needs support, contact us today to schedule a consultation.
Clients Feedback
Clients That Love Us
Check out our client testimonials and hear from happy customers about their experience working with us!
Jim Doe
Athletic trainer
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Jane Doe
EOO officer
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Jane Doe
Athletic trainer
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Contact
Warner Mountain Bookkeeping LLC
(530) 708-7940
info@warnermountainbookkeeping.com
© Copyright 2023. Warner Mountain Bookkeeping LLC.
All rights reserved.
Follow Us
Contact
Warner Mountain Bookkeeping LLC
(530) 708-7940
info@warnermountainbookkeeping.com
© Copyright 2022. Warner Mountain Bookkeeping LLC
. All rights reserved.