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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Tips

Tips to Improve Your Financial Statements for Better Business Insights

November 20, 20241 min read

Your financial statements are more than just numbers—they’re a powerful tool to gain insights into your business’s health and performance. Understanding and improving your financial statements can help you make informed decisions that drive growth, manage cash flow, and maximize profitability.

Here are some tips to help you get more out of your financial statements:

1. Regularly recording and reconciling transactions ensures your financial statements reflect the true state of your business. Consistency is key!

2. Break down revenue and expenses by category. By organizing your revenue and expenses into specific categories gives you clearer insights into where your money is coming from and where it’s going.

3. Pay close attention to key financial metrics such as profit margins, accounts receivable, and operating expenses. Regularly reviewing these numbers can help you identify trends and spot potential issues early.

4. Don’t overlook the cash flow statement. Understanding the movement of cash in and out of your business can help you manage liquidity and ensure you have enough funds to cover expenses.

5. Regularly compare your financial performance over different periods (monthly, quarterly, annually) to spot patterns and evaluate growth or potential problems.

6. An Accounting software like QuickBooks or Xero can generate detailed reports at the click of a button, giving you a clearer view of your finances in real-time.

Need help with improving your financial reports? We can assist you with setting up a streamlined process to ensure your financial statements provide the clarity and insights 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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