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.
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.
Explore The Financial Navigator for expert insights and practical tips on managing your business finances.
Unlock the knowledge you need to drive growth and achieve lasting success.
Managing your business finances can be overwhelming, but breaking it down into smaller, manageable tasks can make all the difference.
Here’s a quick guide to the essential bookkeeping tasks you should tackle monthly to keep everything running smoothly and your finances in check:
Make sure all your business transactions, including sales, expenses, and other activities, are accurately recorded. Keeping things up to date prevents errors down the line.
Reconcile your bank accounts regularly to catch any discrepancies or unauthorized transactions. Compare your bank statements with your own records to make sure everything matches.
Stay on top of who owes you money and what you owe. Send out invoices promptly and follow up on overdue payments while also making sure to pay your bills on time.
Check your cash flow to ensure you have enough funds for upcoming expenses. This will help you make smarter spending and investment decisions.
Organize and file all receipts, invoices, and financial documents. Having them in order will save you time during tax season or when you need to pull up information.
Run monthly reports like profit and loss statements, balance sheets, and cash flow statements to get a snapshot of your business's financial health.
Staying on top of these monthly tasks will help keep your finances organized and make it easier to make informed business decisions.
If you need help or just want to make sure your bookkeeping is in tip-top shape, we’re here for you!
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