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 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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Thinking About Switching Accounting Software?

July 01, 20251 min read

If you’ve been feeling frustrated every time you open your accounting software, you’re not alone! One of the questions we hear often is: "How do I know if it's time to switch accounting platforms?"

Here are a few signs it might be time:

1. You're outgrowing your current system

What worked when you first started might not support your business today. If you’ve added team members, expanded services, or now manage more complex finances, your software should grow with you and not hold you back.

2. It’s not user-friendly

If you're dreading logging in, getting stuck on simple tasks, or spending more time figuring things out than actually using it, it's time to reassess. You deserve tools that make things easier, not harder.

3. You're relying on too many workarounds

If you’re constantly juggling multiple spreadsheets, apps and software just to track income, expenses, or client invoices, that’s a red flag. Example: if you're manually calculating sales tax outside the system every month, your software isn’t doing its job.

4. You need better reporting or features

Whether it’s real-time insights, integrations, or inventory tracking, the right tools can save you money and stress. The right features can save hours and give you better visibility.

5. Your bookkeeper or accountant is suggesting a switch

They’re in the day-to-day details of your finances, and if they’re recommending a new platform, it’s usually for a good reason like better accuracy, efficiency, or reporting. Trust their insight they’re trying to save you time, money, and stress in the long run.

The best time is when things are steady enough to set it up right. Need help choosing the right platform or setting it up the right way? We can help!

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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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