Happiness is the key to success. If you love what you are doing, you will be successful."
-Albert Schweitzer
"Success is not the key to happiness.
Freebie Alert!
Learn how to answer that question and more using your Profit & Loss Statement! In this guide, we show you a sample P&L Statement, break down its various elements, and hand you a few tips & tricks to make your P&L work for YOU instead of just your accountant.
Do you ever arrive at the end of a month and wonder where all your money went?
How we can help
Free Financial Assessment
Uncertainty around your business’s financial health is one sure way to take the pep out of your step, the wind out of your sails, or whatever your favorite cliche might be. Our free financial assessment shows you exactly where you are currently and where we can help you.
BOOKKEEPING & ACCOUNTING
With our bookkeeping services, you can have confidence that every detail in your books is correct and up-to-date. The resulting financial reports will allow you to FINALLY make business decisions with confidence because you know exactly where your business is financially.
Sure, you're profitable...but what's next? With standalone CFO services, we partner with you to determine appropriate business goals and each month give you specific, actionable steps to achieve those goals. Ever heard the phrase "work smarter, not harder"? That's what we're all about when it comes to business growth and profit.
FRACTIONAL CFO
Holly has been a game changer in the way I think about running my business. She is so patient and knowledgeable and has given me the confidence to work towards bigger growth goals.
Alexa Stevenson
Alexa Stevenson Interior Design
My books were out of control - it was embarrassing for me to contact Holly. But, Holly came in and saved the day! I had zero idea what I was doing - I am in design (and not anything numbers/finance) for a reason… Holly is kind, professional, and attentive, and I feel that there has been a weight lifted off of my shoulders.
Marisa Perez
My Violet Staging Designs
Holly has been a huge blessing to our organization in helping us streamline our financials and provide us better visibility to our financial performance on a monthly basis. Holly is always super patient with our questions and committed to ensuring everything she helps us implement has a positive impact on our organization in both the short term and long term.
Drew Boe
Uncommon Sports Group
I have some quick A's to your Q's
FAQ
01.
What industries do you work with?
Happy Books Solutions works primarily with interior designers, but we have clients from several different industries. As long it’s the right fit and we know we can help you, then we will most certainly move forward even if you’re not an interior designer!
02.
Which services are right for me?
Bookkeeping services are appropriate for everyone from the moment you open your business until you’re profitable enough to hire on a full-time accounting team. The profile of our CFO clients varies; however, it’s usually a good fit if you’ve been in business for two years or more and are bringing in around $40K revenue each month. For more information, you can view our services page or schedule a discovery call!
03.
What if I already have a bookkeeper or tax preparer?
GREAT! We love a finance team! For all businesses, I recommend having both a tax preparer and a bookkeeper. For established businesses (2+ years of operation and/or $40K-ish of monthly revenue), you should add a CFO to the mix. Although each of these three roles has something to do with finance, they each serve different functions in a business.
Hey, I’m Holly!
Get to know your finance guide
The fact that I can run a business that combines my passion for finance with my passion for people brings me so much joy.
Too often, I see business owners approaching their finances as an overwhelming chore when, in reality, your finances are what allow you to live your life to the fullest! In your finances, you have literal mathematical evidence about where you are in relation to where you want to be. I love opening my clients’ eyes to this reality and coming alongside them on the journey.