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.
Running a business is a lot of work, but there are ways to make things easier! One of the best ways to save time and reduce stress is by automating parts of your business finances. Here are a few things you can automate:
Invoices – Set up recurring invoices for regular clients.
Bill Payments – Set up automatic payments for regular bills and subscriptions.
Transfer Money Between Accounts – Set up automatic transfers to move funds between business and savings accounts.
Payroll – Automate payroll processing, so employees get paid on time every time.
Credit Card Payments – Automate credit card bill payments to avoid late fees.
Expense Approval Workflows – Set up automatic approval for regular expenses to speed up decision-making.
Recurring Subscriptions – Automate the tracking and renewal of subscriptions to avoid unexpected charges.
Loan Payments – Set up automatic payments for business loans to ensure you’re always on time.
Big Spend Alerts – Automate alerts for large transactions or unusual spending to keep an eye on your money.
Tax Reminders – Set up automated reminders for upcoming tax deadlines and filing dates.
Cash Flow Reviews – Set up reminders to regularly review your cash flow and budget, ensuring you stay on track.
Recurring Expenses Review – Set up a reminder to review recurring expenses periodically, ensuring they’re still necessary and accurate.
Automation helps keep things organized, reduces errors, and gives you more time to focus on what really matters! Need help keeping an eye on the details of your finances? That’s what we’re here for! We’ll keep you organized and informed and ensure you have clarity in your numbers.
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