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.
More About Maria
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 compliant with the CRA. I want them to not only understand their numbers but to utilize them to grow their businesses.
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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Is your Bookkeeping Software Set Up Correctly?
As your business grows, your bookkeeping software should grow with it. We help clients who have been using the same setup for years, only to discover it is no longer supporting their business. The software itself is not usually the problem. It is how it has been set up and maintained over time.
If your bookkeeping feels more frustrating than helpful, it may be time to ask yourself: Is your bookkeeping system still working for you? Here are a few areas to review.
Is your bookkeeping software set up correctly?
Whether you use Xero, QuickBooks, or another bookkeeping program, your setup should reflect how your business operates today. If your software was set up years ago and has never been reviewed, it may no longer be giving you the information you need.
Are your bank rules still accurate?
Bank rules help automate bookkeeping by assigning transactions to the correct categories. They can save a lot of time, but they should be reviewed regularly. An outdated rule can record transactions incorrectly month after month without you noticing.
Is your chart of accounts still relevant?
Your chart of accounts is simply the list of categories used to organize your income and expenses. As your business grows, these categories should grow with it. Updating them can make your financial reports much easier to understand.
Are your financial reports giving you useful information?
Review your Profit and Loss Report and Balance Sheet. Ask yourself if the reports clearly show where your business is making money, where expenses are increasing, and whether they help you make confident business decisions.
A bookkeeping system is not something you set up once and forget. As your business changes, your bookkeeping system should change with it. A review every now and then can help you save time, improve accuracy, and give you better financial information to manage your business.
If you are unsure whether your bookkeeping software is set up correctly or whether your bookkeeping system is still working for you, we are here to help. We can review your setup, recommend improvements, and make sure your bookkeeping system continues to support your business as it grows. Contact us today to learn more about our services.
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