Meet Maria Mejia

Empowering Your Financial Journey

Discover Maria, your dedicated financial expert, committed to guiding you through every financial decision with clarity and confidence. With a passion for helping businesses succeed, Maria brings expertise and personalized support to ensure your financial goals are met.

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Accountant | Dedicated | Knowledgeable | Supportive | Trustworthy

I have always wanted to help people. I grew up in a big family of 7 kids so there were always opportunities to learn and to teach. In middle and high school I would do babysitting jobs for family friends.

Ever since starting school, at the community college, I have enjoyed doing accounting and the numbers aspect of business. In my first accounting class, everything just clicked together. I understood the concepts and knew how everything flowed together. I eventually graduated from Ensign College and went to Brigham Young University-Idaho. I enjoyed accounting even more as the classes became more challenging. I was the one kid always excited to learn new concepts.

I had always known that I didn't want to work in a big accounting business or a big corporation. I did an internship in a small accounting office and enjoyed it. I learned that I also like doing taxes. The idea of starting my own business had just begun to creep in. I worked in the accounting office for about a year before I moved up to Canada.

I was preparing to look for another office job when a family friend suggested starting an accounting business. That is when my first bookkeeping firm was born. The goal was to help small startups understand and organize their finances and be ready for tax time.

I had thought you needed to be a special kind of person to run a business and be an even more special kind of person to be an entrepreneur. I went to different networking groups in the community and found out that entrepreneurs come from all walks of life and at different points in their lives.

Getting to know different entrepreneurs and their businesses has helped me understand there are many strengths different people bring. I want to help people do more than just be compliment with the CRA. I want them to not only understand their numbers but to utilize them to grow their businesses. Partnering with David has amplified my knowledge to be able to better help fellow entrepreneurs.

I love accounting and I love bookkeeping. I love to continue to learn new things and use new technology. I also love helping other people. If I can help another person understand how money works, my life goal has been reached.

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Catch Up or Clean Up Which Bookkeeping Service Do You Need

October 23, 20251 min read

Not all bookkeeping problems are the same and the solution depends on your situation. Here’s how to tell which service fits your business best:

Catch Up Bookkeeping

This service is for business owners who are behind. Maybe you haven’t entered transactions in months, your bank accounts haven’t been reconciled, or reports haven’t been prepared. Catch up bookkeeping is about bringing your books up to date so you have a complete financial picture.

Examples:

  • Transactions from the past 6 months still need to be recorded

  • Bank or credit card accounts haven’t been reconciled

  • Payroll hasn’t been properly tracked

  • No financial reports have been generated for management or tax purposes

Clean Up Bookkeeping

This service is for business owners whose books are current but disorganized or inaccurate. If you notice duplicate accounts, expenses in the wrong categories, or reports that don’t make sense, you need a clean up. It’s about correcting mistakes, reorganizing your chart of accounts, and making sure your numbers are accurate.

Examples:

  • Duplicate categories like “Meals,” “Dining,” and “Food Expenses” all being used inconsistently

  • Income lumped into one “Sales” account instead of separated by service and product

  • Unreconciled clearing accounts or balances that don’t match bank statements

  • A chart of accounts with too many outdated or unused categories

Most of the time, business owners need both. When you’re behind and disorganized, you’ll need to catch up first, then clean up. That way, your books are both current and accurate moving forward.

If you’re not sure where you stand, we can help. Schedule a call today and we’ll review your books together to see exactly what you need.

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Maria Mejia

Maria is driven by a passion for helping others and a love for accounting that began in college. After excelling in her studies and gaining hands-on experience, she founded her own Accounting and bookkeeping firm to assist small businesses with their financial management. Maria’s dedication to understanding and applying financial principles empowers entrepreneurs to make informed decisions. Her expertise in financial advising helps businesses not only grasp their numbers but also leverage them for sustained growth and long-term success.

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