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Bookkeeping | Accounting | Wise, Wizardly Advice

for coaches, consultants and creatives

I’m the guy you call when you absolutely, positively hate doing the books

Read more about the article Does your bookkeeping do this YOU?
Bookkeeping

Does your bookkeeping do this YOU?

Client: I hate bookkeeping.
Me: That's OK. I'm the guy to...
Client: No. Really I DO. Nobody likes me on bookkeeping day...

Continue ReadingDoes your bookkeeping do this YOU?
Comments Off on Does your bookkeeping do this YOU?
Wednesday, 21-Jul-2021

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About Me

About Me

Lawrence Fox (The AccountingWizard)

My Twitter profile says "Accounting Wizard. Computer Wizard. Watercolour painter. Sibling, husband & father. Voracious reader of good sf, fantasy and mysteries. Oh, and Blue Jays fan."

All are true.

I'm also the bowtie-wearing, fountain pen-wielding CPA who loves to do bookkeeping. I'm the go-to guy for coaches, consultants and creatives who are overwhelmed by their bookkeeping and want to get confident about their financial information.

Welcome to the AccountingWizard Blog. Maybe one day I'll come up with a really nifty name for it to differentiate it from the rest of the website.

Here you're going to find stuff about Bookkeeping, Accounting, and Wise Wizardly Advice. Oh, and maybe some fun stuff too.
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QuickDiagnostic Checkup

Want to know what the QuickDiagnostic looks at? Here’s just a few of the items:

From your Banking
  • Are your bank and credit card feeds set up?
  • When was the last time your bank and credit card accounts were reconciled?
  • Are there any old/uncleared items on the last reconciliation?
  • Are there any old undeposited funds?
From your Profit & Loss Reports
  • Any unusual or unexpected balances?
  • Any large negative balances?
  • Anything in “Suspense” or “Ask My Accountant”?
  • Any transactions without a supplier or a customer?
From your Balance Sheet
  • Any unusual or unexpected balances?
  • Any large negative balances?
  • When was the last time you filed your HST in Quickbooks?
  • Any Uncategorized Assets or Liabilities?

[happyforms id=”698″ /]

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"Getting to know you, getting to know all about you...my cup of tea"

We hop on the telephone for a 45-minute, complimentary, no-obligation “Getting to Know You” consultation. I’ll ask you a whole bunch of questions to evaluate where you are now, where you want to go, and what you expect to get out of us working together. And yes, you’ll also have time to ask me questions.

If we do decide that we’re a good fit, we’ll schedule the next step. If we’re not a good fit (now) that’s OK. (It happens—better to figure that out now!)