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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Why You Need to Clean Up Your Chart of Accounts

October 30, 20251 min read

balance sheet

Your chart of accounts is the foundation of your bookkeeping. It organizes all your income, expenses, assets, and liabilities into categories. When it’s set up properly, you get clear financial reports that make decision-making easier. But when it’s messy, it can:

  • Hide the true picture of your business finances

  • Lead to miscategorized transactions and duplicate accounts

  • Cause you to miss out on valuable tax deductions

  • Waste time and energy trying to fix mistakes at year-end

Examples of how to clean it up:

  • Merge duplicates: If you have “Meals,” “Dining,” and “Food Expenses,” keep just “Meals.”

  • Separate where it matters: Keep “Meals” and “Entertainment” as separate categories for clearer reporting.

  • Consolidate small accounts: Instead of separate accounts for “Zoom,” “Dropbox,” “Canva,” and “Slack,” use one “Software Subscriptions.”

  • Use clear names: Replace vague accounts like “Miscellaneous” with something specific such as “Office Supplies” or “Bank Fees.”

  • Align income with revenue streams: Separate “Service Income” from “Product Sales” so you know what’s really driving profit.

  • Remove outdated accounts: If you no longer sell something, close the related account to reduce clutter.

The goal of the chart of accounts that’s easy to understand and gives you financial reports you can actually use.

Ready to simplify your books? Let us clean up your chart of accounts so you can focus on growing your business with confidence.

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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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